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AT&T
T

1,984 hedge funds and large institutions have $143B invested in AT&T in 2017 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 853 increasing their positions, 865 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $2.92B | Put options by funds: $2.13B

17% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 83

1.31% more ownership

Funds ownership: 73.11% → 74.41% (+1.3%)

0% less funds holding

Funds holding: 1,991 → 1,984 (-7)

1% less capital invested

Capital invested by funds: $144B → $143B (-$786M)

1% less repeat investments, than reductions

Existing positions increased: 853 | Existing positions reduced: 865

21% less funds holding in top 10

Funds holding in top 10: 305 → 240 (-65)

Holders
1,984
Holders Change
-7
Holders Change %
-0.35%
% of All Funds
49.39%
Holding in Top 10
240
Holding in Top 10 Change
-65
Holding in Top 10 Change %
-21.31%
% of All Funds
5.97%
New
97
Increased
853
Reduced
865
Closed
83
Calls
$2.92B
Puts
$2.13B
Net Calls
+$792M
Net Calls Change
+$913M

Top Buyers

1
BlackRock
BlackRock
New York
+$14.6B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$668M
3
Ameriprise
Ameriprise
Minnesota
+$601M
4
Capital World Investors
Capital World Investors
California
+$394M
5
Barclays
Barclays
United Kingdom
+$385M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$634M
2
State Street
State Street
Massachusetts
-$283M
3
N
Natixis
France
-$222M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$213M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$179M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
2051
SFE Investment Counsel
California
– -$202K -6,457 Closed
NA
2052
Nottingham Advisors
New York
– -$207K -6,451 Closed
G
2053
GenTrust
Florida
– -$207K -6,432 Closed
MIM
2054
Midwest Investment Management
Ohio
– -$202K -6,318 Closed
AMM
2055
American Money Management
California
– -$201K -6,257 Closed
WCM
2056
Wedge Capital Management
North Carolina
– -$201K -6,251 Closed
AIM
2057
Assured Investment Management
New York
– -$193K -5,998 Closed
KLI
2058
Kelman-Lazarov Inc
Tennessee
– -$136K -4,232 Closed
EARNEST Partners
2059
EARNEST Partners
Georgia
– -$130K -4,046 Closed
FAN
2060
Financial Advisors Network
California
– -$120K -3,772 Closed
EF
2061
Empirical Finance
Pennsylvania
– -$116K -3,599 Closed
ECM
2062
Elgethun Capital Management
South Dakota
– -$100K -3,125 Closed
MS
2063
Marshall & Sullivan
Washington
– -$90K -2,827 Closed
IR
2064
Invictus RG
Bermuda
– -$44K -1,380 Closed
OAJ
2065
Ogorek Anthony Joseph
New York
– -$30K -993 Closed
LWA
2066
Lenox Wealth Advisors
New York
– -$29K -906 Closed
EPM
2067
Equitec Proprietary Markets
Illinois
– -$13K -397 Closed
UOTTAIMCU
2068
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$3K -79 Closed
JT
2069
Jump Trading
Illinois
– -$1.07K -34 Closed
BCMIO
2070
Beacon Capital Management Inc (Ohio)
Ohio
– +$31 +1 New
79 80 81 82
83

T Hedge Fund Activity: Q1 2017 in Review

1,984 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2017, worth a combined $143B — down 0.55% from $144B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new T positions and 83 closed out — a net gain of 14 holders — while 853 added to existing stakes and 865 trimmed.

The largest buyer was BlackRock, adding an estimated $14.6B. The largest seller was Capital Research Global Investors, cutting an estimated $634M.

  • 1,984 institutional investors held AT&T (T) as of Q1 2017, down from 1,991 in Q4 2016.
  • Funds reported $143B of AT&T stock for Q1 2017, down 0.55% quarter-over-quarter.
  • 97 funds opened new AT&T positions in Q1 2017 and 83 closed out, a net change of +14 holders.
  • The largest AT&T buyer in Q1 2017 was BlackRock, an estimated $14.6B added.
  • The largest AT&T seller in Q1 2017 was Capital Research Global Investors, an estimated $634M sold.

Based on aggregated 13F filings for Q1 2017.