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2,587 hedge funds and large institutions have $158B invested in AT&T in 2019 Q4 according to their latest regulatory filings, with 346 funds opening new positions, 1,092 increasing their positions, 949 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more first-time investments, than exits

New positions opened: 346 | Existing positions closed: 74

58% more call options, than puts

Call options by funds: $4.4B | Put options by funds: $2.79B

15% more repeat investments, than reductions

Existing positions increased: 1,092 | Existing positions reduced: 949

10% more funds holding

Funds holding: 2,3522,587 (+235)

4% more capital invested

Capital invested by funds: $151B → $158B (+$6.56B)

0.75% more ownership

Funds ownership: 72.53%73.28% (+0.75%)

2% less funds holding in top 10

Funds holding in top 10: 214209 (-5)

Holders
2,587
Holders Change
+235
Holders Change %
+9.99%
% of All Funds
50.97%
Holding in Top 10
209
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.34%
% of All Funds
4.12%
New
346
Increased
1,092
Reduced
949
Closed
74
Calls
$4.4B
Puts
$2.79B
Net Calls
+$1.61B
Net Calls Change
+$1.54B
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
2051
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$522K -$120K -4,154 -19%
EDRIA
2052
Edmonds Duncan Registered Investment Advisors
Kansas
$522K +$1.56K +54 +0.3%
PFG
2053
Piershale Financial Group
Illinois
$521K +$3.87K +134 +0.8%
GWAG
2054
Garrett Wealth Advisory Group
Texas
$520K +$10K +348 +2%
SRC
2055
Shufro Rose & Co
New York
$519K +$25.6K +887 +5%
PIA
2056
Perennial Investment Advisors
California
$516K +$505K +17,475 New
SWA
2057
Sutton Wealth Advisors
Florida
$514K +$20.1K +695 +4%
IC
2058
InterOcean Capital
Illinois
$514K -$613K -21,237 -55%
VFP
2059
Verus Financial Partners
Virginia
$514K +$5.69K +197 +1%
PFA
2060
Pure Financial Advisors
California
$514K +$185K +6,409 +58%
GH
2061
GAM Holding
Switzerland
$513K -$4.22M -146,029 -89%
LIA
2062
LBMC Investment Advisors
Tennessee
$513K -$74.8K -2,592 -13%
BBL
2063
Beck Bode LLC
Massachusetts
$511K -$36.7K -1,270 -7%
JWBC
2064
John W. Brooker & Co
California
$510K +$499K +17,270 New
SFG
2065
Sunburst Financial Group
Alabama
$510K +$499K +17,272 New
RGC
2066
Roberts, Glore & Co
Illinois
$509K +$286K +9,900 +134%
SC
2067
Steph & Co
Wisconsin
$509K +$498K +17,254 New
TIM
2068
Thompson Investment Management
Wisconsin
$507K -$32.8K -1,137 -6%
SWM
2069
Segment Wealth Management
Texas
$507K -$1.65K -57 -0.3%
MIP
2070
Marietta Investment Partners
Wisconsin
$506K +$495K +17,144 New
ECA
2071
Elevated Capital Advisors
Utah
$505K +$494K +17,094 New
AWM
2072
Affinity Wealth Management
Delaware
$504K +$9.44K +327 +2%
KPWG
2073
KFA Private Wealth Group
Virginia
$503K +$492K +17,052 New
WCAMG
2074
Woodard & Company Asset Management Group
North Carolina
$502K -$83.6K -2,896 -15%
ARM
2075
Adirondack Research & Management
New York
$500K

T Hedge Fund Activity: Q4 2019 in Review

2,587 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2019, worth a combined $158B — up 4.3% from $151B a quarter earlier.

Buyers outnumbered sellers: 346 funds opened new T positions and 74 closed out — a net gain of 272 holders — while 1,092 added to existing stakes and 949 trimmed.

The largest buyer was BlackRock, adding an estimated $714M. The largest seller was Fidelity Investments, cutting an estimated $448M.

  • 2,587 institutional investors held AT&T (T) as of Q4 2019, up from 2,352 in Q3 2019.
  • Funds reported $158B of AT&T stock for Q4 2019, up 4.3% quarter-over-quarter.
  • 346 funds opened new AT&T positions in Q4 2019 and 74 closed out, a net change of +272 holders.
  • The largest AT&T buyer in Q4 2019 was BlackRock, an estimated $714M added.
  • The largest AT&T seller in Q4 2019 was Fidelity Investments, an estimated $448M sold.

Based on aggregated 13F filings for Q4 2019.