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2,159 hedge funds and large institutions have $122B invested in AT&T in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 900 increasing their positions, 986 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 95

6% more call options, than puts

Call options by funds: $2.82B | Put options by funds: $2.67B

1% less funds holding

Funds holding: 2,1732,159 (-14)

9% less repeat investments, than reductions

Existing positions increased: 900 | Existing positions reduced: 986

4.3% less ownership

Funds ownership: 74.44%70.14% (-4.3%)

9% less capital invested

Capital invested by funds: $134B → $122B (-$11.6B)

15% less funds holding in top 10

Funds holding in top 10: 151128 (-23)

Holders
2,159
Holders Change
-14
Holders Change %
-0.64%
% of All Funds
49.47%
Holding in Top 10
128
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-15.23%
% of All Funds
2.93%
New
110
Increased
900
Reduced
986
Closed
95
Calls
$2.82B
Puts
$2.67B
Net Calls
+$147M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
2051
Elmwood Wealth Management
California
$178K +$184K +6,629 New
GSC
2052
G&S Capital
Colorado
$177K -$58.6K -2,104 -24%
PCP
2053
Proficio Capital Partners
Massachusetts
$177K +$48.1K +1,728 +36%
DOA
2054
D'Orazio & Associates
Virginia
$169K -$39.9K -1,434 -19%
PGWM
2055
Parisi Gray Wealth Management
New Jersey
$169K +$974 +35 +0.4%
AWMS
2056
Advocacy Wealth Management Services
Georgia
$168K
WIM
2057
Westside Investment Management
California
$168K -$33.1K -1,190 -16%
NL
2058
NVWM LLC
Pennsylvania
$167K +$2.89K +104 +2%
AA
2059
AlphaMark Advisors
Kentucky
$164K -$146K -5,251 -46%
LA
2060
Legacy Advisors
Pennsylvania
$164K -$15.5K -556 -8%
SFPIA
2061
Stevens First Principles Investment Advisors
California
$162K
CFD
2062
Creative Financial Designs
Indiana
$161K
NCM
2063
Northstar Capital Management
New York
$149K -$36.8K -1,324 -19%
IDBONY
2064
Israel Discount Bank of New York
New York
$145K
PFA
2065
Pathway Financial Advisors
Vermont
$141K -$105K -3,764 -42%
BBA
2066
Braun-Bostich & Associates
Pennsylvania
$137K -$4.68K -168 -3%
CIA
2067
Cascade Investment Advisors
Oregon
$136K -$20.5K -735 -13%
SHJ
2068
Sharkey, Howes & Javer
Colorado
$134K
APSP
2069
Asset Planning Services (Pennsylvania)
Pennsylvania
$134K +$223 +8 +0.2%
BWP
2070
Baldwin Wealth Partners
Massachusetts
$130K +$62.5K +2,245 +88%
ME
2071
McIlrath & Eck
Washington
$125K -$4.48K -161 -3%
AIP
2072
Almanack Investment Partners
Pennsylvania
$122K -$30.8K -1,108 -20%
NEAM
2073
New England Asset Management
Connecticut
$121K
NIT
2074
NumerixS Investment Technologies
British Columbia, Canada
$120K +$124K +4,455 New
Nomura Holdings
2075
Nomura Holdings
Japan
$119K -$9.98M -358,493 -8%

T Hedge Fund Activity: Q1 2018 in Review

2,159 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2018, worth a combined $122B — down 8.6% from $134B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new T positions and 95 closed out — a net gain of 15 holders — while 900 added to existing stakes and 986 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $717M. The largest seller was State Street, cutting an estimated $326M.

  • 2,159 institutional investors held AT&T (T) as of Q1 2018, down from 2,173 in Q4 2017.
  • Funds reported $122B of AT&T stock for Q1 2018, down 8.6% quarter-over-quarter.
  • 110 funds opened new AT&T positions in Q1 2018 and 95 closed out, a net change of +15 holders.
  • The largest AT&T buyer in Q1 2018 was Wellington Management Group, an estimated $717M added.
  • The largest AT&T seller in Q1 2018 was State Street, an estimated $326M sold.

Based on aggregated 13F filings for Q1 2018.