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2,314 hedge funds and large institutions have $124B invested in AT&T in 2019 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 1,150 increasing their positions, 875 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 1,150 | Existing positions reduced: 875

10% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 115

10% more capital invested

Capital invested by funds: $112B → $124B (+$11.4B)

10% more funds holding in top 10

Funds holding in top 10: 122134 (+12)

4% more call options, than puts

Call options by funds: $1.84B | Put options by funds: $1.77B

0.56% less ownership

Funds ownership: 72.37%71.81% (-0.56%)

1% less funds holding

Funds holding: 2,3282,314 (-14)

Holders
2,314
Holders Change
-14
Holders Change %
-0.6%
% of All Funds
50.09%
Holding in Top 10
134
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+9.84%
% of All Funds
2.9%
New
127
Increased
1,150
Reduced
875
Closed
115
Calls
$1.84B
Puts
$1.77B
Net Calls
+$67.8M
Net Calls Change
+$628M
Name Holding Trade Value Shares
Change
Change in
Stake
Aristotle Capital Management
2051
Aristotle Capital Management
California
$283K +$3.91K +170 +1%
WA
2052
Wealth Architects
California
$282K +$28.3K +1,232 +12%
TW
2053
Towerpoint Wealth
California
$282K +$273K +11,888 New
FBFS
2054
First Business Financial Services
Wisconsin
$280K -$224K -9,737 -45%
GWS
2055
Glassman Wealth Services
Virginia
$280K +$24.4K +1,062 +10%
MIFH
2056
Migdal Insurance & Financial Holdings
Israel
$280K +$117K +5,097 +74%
WCM
2057
Wedge Capital Management
North Carolina
$279K +$1.56K +68 +0.6%
AEPG
2058
American Economic Planning Group
New Jersey
$278K -$14.7K -640 -5%
IGGA
2059
Iron Gate Global Advisors
Utah
$278K +$11.9K +516 +5%
BCWM
2060
Blue Chip Wealth Management
Florida
$277K -$27.7K -1,205 -9%
NWA
2061
New World Advisors
Massachusetts
$277K +$269K +11,707 New
KFS
2062
Kelly Financial Services
Massachusetts
$276K +$269K +11,672 New
AIS
2063
American Investment Services
Massachusetts
$276K +$12K +523 +5%
RIM
2064
Redwood Investment Management
Arizona
$276K +$269K +11,672 New
RHJA
2065
Rice Hall James & Associates
California
$275K -$58K -2,523 -18%
ACM
2066
Ashford Capital Management
Delaware
$275K
SRC
2067
Sage Rhino Capital
California
$275K +$268K +11,629 New
LCAM
2068
London & Capital Asset Management
United Kingdom
$274K
LFG
2069
Larson Financial Group
Missouri
$273K -$11.7K -507 -4%
SIMM
2070
Stillwater Investment Management (Minnesota)
Minnesota
$273K -$11.2K -489 -4%
MCM
2071
McMillion Capital Management
North Carolina
$271K -$26.3K -1,145 -9%
AIM
2072
Aspen Investment Management
Michigan
$270K -$56.2K -2,444 -18%
PFA
2073
Pinnacle Family Advisors
Missouri
$270K -$33.2K -1,444 -11%
TCM
2074
Towercrest Capital Management
Pennsylvania
$269K -$16.9K -733 -6%
FAM
2075
Flaharty Asset Management
Florida
$268K -$24.3K -1,057 -9%

T Hedge Fund Activity: Q1 2019 in Review

2,314 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2019, worth a combined $124B — up 10% from $112B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new T positions and 115 closed out — a net gain of 12 holders — while 1,150 added to existing stakes and 875 trimmed.

The largest buyer was State Street, adding an estimated $550M. The largest seller was T. Rowe Price Associates, cutting an estimated $490M.

  • 2,314 institutional investors held AT&T (T) as of Q1 2019, down from 2,328 in Q4 2018.
  • Funds reported $124B of AT&T stock for Q1 2019, up 10% quarter-over-quarter.
  • 127 funds opened new AT&T positions in Q1 2019 and 115 closed out, a net change of +12 holders.
  • The largest AT&T buyer in Q1 2019 was State Street, an estimated $550M added.
  • The largest AT&T seller in Q1 2019 was T. Rowe Price Associates, an estimated $490M sold.

Based on aggregated 13F filings for Q1 2019.