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2,173 hedge funds and large institutions have $134B invested in AT&T in 2017 Q4 according to their latest regulatory filings, with 284 funds opening new positions, 829 increasing their positions, 914 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 284 | Existing positions closed: 71

10% more funds holding

Funds holding: 1,9782,173 (+195)

0% more call options, than puts

Call options by funds: $4.98B | Put options by funds: $4.96B

0.66% less ownership

Funds ownership: 75.1%74.44% (-0.66%)

2% less capital invested

Capital invested by funds: $136B → $134B (-$2.29B)

9% less repeat investments, than reductions

Existing positions increased: 829 | Existing positions reduced: 914

14% less funds holding in top 10

Funds holding in top 10: 175151 (-24)

Holders
2,173
Holders Change
+195
Holders Change %
+9.86%
% of All Funds
49.27%
Holding in Top 10
151
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-13.71%
% of All Funds
3.42%
New
284
Increased
829
Reduced
914
Closed
71
Calls
$4.98B
Puts
$4.96B
Net Calls
+$12.5M
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
WPA
2051
West Paces Advisors
Georgia
$211K
RIM
2052
Reliant Investment Management
Tennessee
$210K
MAM
2053
Morse Asset Management
Connecticut
$210K +$195K +7,150 New
POIA
2054
Pin Oak Investment Advisors
Texas
$209K +$194K +7,117 New
AGM
2055
Alpine Global Management
New York
$209K +$194K +7,122 New
RT
2056
Reliance Trust
Georgia
$208K -$9.5K -348 -5%
SIAP
2057
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$208K
SSA
2058
Schonfeld Strategic Advisors
New York
$208K +$193K +7,083 New
WA
2059
Winfield Associates
Ohio
$207K -$446K -16,323 -70%
HWA
2060
Heritage Wealth Advisors
Virginia
$204K +$191K +6,979 New
KCM
2061
Kendall Capital Management
Maryland
$203K +$188K +6,898 New
KWA
2062
KCS Wealth Advisory
California
$201K +$187K +6,836 New
NCM
2063
Northstar Capital Management
New York
$201K +$187K +6,854 New
FFW
2064
Fusion Family Wealth
New York
$199K +$17.7K +650 +11%
LA
2065
Legacy Advisors
Pennsylvania
$198K +$3.69K +135 +2%
SAM
2066
Shamrock Asset Management
Texas
$198K +$15.9K +582 +9%
TFA
2067
Toth Financial Advisory
Virginia
$195K +$181K +6,637 New
TCM
2068
Tradewinds Capital Management
Washington
$192K +$19.6K +717 +12%
PH
2069
Pinnacle Holdings
Oklahoma
$189K -$792 -29 -0.4%
SMFG
2070
Sumitomo Mitsui Financial Group
Japan
$187K +$167K +6,122 +3,256%
AWMS
2071
Advocacy Wealth Management Services
Georgia
$183K -$24.4K -894 -13%
JFA
2072
JNBA Financial Advisors
Minnesota
$182K -$18.1K -662 -10%
NL
2073
NVWM LLC
Pennsylvania
$182K +$169K +6,190 New
GP
2074
GLG Partners
United Kingdom
$178K +$165K +6,052 New
CAM
2075
ClariVest Asset Management
California
$177K +$14.1K +515 +9%

T Hedge Fund Activity: Q4 2017 in Review

2,173 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2017, worth a combined $134B — down 1.7% from $136B a quarter earlier.

Buyers outnumbered sellers: 284 funds opened new T positions and 71 closed out — a net gain of 213 holders — while 829 added to existing stakes and 914 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $334M. The largest seller was Capital World Investors, cutting an estimated $521M.

  • 2,173 institutional investors held AT&T (T) as of Q4 2017, up from 1,978 in Q3 2017.
  • Funds reported $134B of AT&T stock for Q4 2017, down 1.7% quarter-over-quarter.
  • 284 funds opened new AT&T positions in Q4 2017 and 71 closed out, a net change of +213 holders.
  • The largest AT&T buyer in Q4 2017 was Lazard Asset Management, an estimated $334M added.
  • The largest AT&T seller in Q4 2017 was Capital World Investors, an estimated $521M sold.

Based on aggregated 13F filings for Q4 2017.