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2,302 hedge funds and large institutions have $130B invested in AT&T in 2018 Q2 according to their latest regulatory filings, with 232 funds opening new positions, 1,317 increasing their positions, 645 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 232 | Existing positions closed: 68

104% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 645

10% more funds holding in top 10

Funds holding in top 10: 128141 (+13)

7% more funds holding

Funds holding: 2,1592,302 (+143)

6% more capital invested

Capital invested by funds: $122B → $130B (+$7.41B)

3.17% more ownership

Funds ownership: 70.14%73.3% (+3.2%)

8% less call options, than puts

Call options by funds: $4.33B | Put options by funds: $4.71B

Holders
2,302
Holders Change
+143
Holders Change %
+6.62%
% of All Funds
52.69%
Holding in Top 10
141
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+10.16%
% of All Funds
3.23%
New
232
Increased
1,317
Reduced
645
Closed
68
Calls
$4.33B
Puts
$4.71B
Net Calls
-$377M
Net Calls Change
-$524M
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
2051
Epoch Investment Partners
New York
$289K -$19.4M -774,528 -6%
CHP
2052
Cable Hill Partners
Oregon
$288K +$8.84K +352 +3%
IOOF
2053
Independent Order of Foresters
Ontario, Canada
$288K +$46.9K +1,867 +19%
PCM
2054
Palisade Capital Management
New Jersey
$287K -$36.6K -1,457 -11%
Aristotle Capital Management
2055
Aristotle Capital Management
California
$286K
SFM
2056
Signature Financial Management
Virginia
$286K +$34.4K +1,369 +13%
HIIFS
2057
Harel Insurance Investments & Financial Services
Israel
$284K -$34.5K -1,374 -10%
BWM
2058
Baystate Wealth Management
Massachusetts
$284K +$84.3K +3,360 +40%
PFGIA
2059
Patriot Financial Group Insurance Agency
Massachusetts
$283K -$525K -20,925 -64%
BWAM
2060
Boyd Watterson Asset Management
Ohio
$283K -$14.4K -572 -5%
ECAM
2061
East Coast Asset Management
Massachusetts
$283K -$10.9K -435 -4%
WP
2062
WealthShield Partners
North Carolina
$283K +$3.51M +139,965 New
HCIA
2063
Hochman Cole Investment Advisors
Illinois
$282K -$10.5K -420 -3%
ACM
2064
Ashford Capital Management
Delaware
$282K
SBL
2065
Sargent Bickham Lagudis
Colorado
$281K +$3.01K +120 +1%
QAM
2066
Quantres Asset Management
Cayman Islands
$279K +$289K +11,519 New
ACM
2067
Armbruster Capital Management
New York
$277K -$24.6K -981 -8%
ICM
2068
IMS Capital Management
Oregon
$277K -$13.2K -525 -4%
WCM
2069
Wedge Capital Management
North Carolina
$276K +$63.6K +2,535 +29%
WA
2070
Wealth Architects
California
$275K +$8.28K +330 +3%
CANY
2071
Caxton Associates (New York)
New York
$274K -$370K -14,748 -57%
CGL
2072
Clarius Group LLC
Washington
$273K +$46.3K +1,846 +20%
TI
2073
Truepoint Inc
Ohio
$273K +$274K +10,919 +3,076%
IUHSA
2074
Itau Unibanco Holding S.A.
Brazil
$273K +$283K +11,259 New
AAM
2075
Autus Asset Management
Arizona
$272K -$13.3K -528 -4%

T Hedge Fund Activity: Q2 2018 in Review

2,302 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2018, worth a combined $130B — up 6.1% from $122B a quarter earlier.

Buyers outnumbered sellers: 232 funds opened new T positions and 68 closed out — a net gain of 164 holders — while 1,317 added to existing stakes and 645 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.75B. The largest seller was Lazard Asset Management, cutting an estimated $681M.

  • 2,302 institutional investors held AT&T (T) as of Q2 2018, up from 2,159 in Q1 2018.
  • Funds reported $130B of AT&T stock for Q2 2018, up 6.1% quarter-over-quarter.
  • 232 funds opened new AT&T positions in Q2 2018 and 68 closed out, a net change of +164 holders.
  • The largest AT&T buyer in Q2 2018 was Vanguard Group, an estimated $2.75B added.
  • The largest AT&T seller in Q2 2018 was Lazard Asset Management, an estimated $681M sold.

Based on aggregated 13F filings for Q2 2018.