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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
CFD
2076
Creative Financial Designs
Indiana
$176K -$11K -403 -6%
SFPIA
2077
Stevens First Principles Investment Advisors
California
$176K
FMP
2078
Financial Management Professionals
Texas
$171K +$191 +7 +0.1%
CIA
2079
Cascade Investment Advisors
Oregon
$170K +$20.1K +735 +15%
DPA
2080
Delphi Private Advisors
California
$166K +$125K +4,566 +416%
AIP
2081
Almanack Investment Partners
Pennsylvania
$165K -$16.9K -619 -10%
IDBONY
2082
Israel Discount Bank of New York
New York
$159K
BWA
2083
BDO Wealth Advisors
Florida
$156K +$73K +2,674 +101%
AIS
2084
AlphaOne Investment Services
Pennsylvania
$155K +$31.6K +1,156 +28%
BBA
2085
Braun-Bostich & Associates
Pennsylvania
$154K +$143K +5,252 New
APSP
2086
Asset Planning Services (Pennsylvania)
Pennsylvania
$146K -$29.8K -1,092 -18%
SHJ
2087
Sharkey, Howes & Javer
Colorado
$146K -$28.9K -1,059 -18%
PCP
2088
Proficio Capital Partners
Massachusetts
$142K +$34.8K +1,276 +36%
ME
2089
McIlrath & Eck
Washington
$141K +$131K +4,796 New
RCG
2090
Ruggie Capital Group
Florida
$139K -$23K -844 -15%
TDC
2091
Thompson Davis & Co
Virginia
$137K -$117K -4,300 -48%
NEAM
2092
New England Asset Management
Connecticut
$131K
PO
2093
Private Ocean
California
$130K +$104K +3,792 +604%
BCP
2094
Blackhawk Capital Partners
Wisconsin
$130K +$121K +4,434 New
HCA
2095
Heck Capital Advisors
Wisconsin
$123K +$683 +25 +0.6%
RFWA
2096
RPg Family Wealth Advisory
Massachusetts
$122K
MIM
2097
Macroview Investment Management
Maryland
$121K +$14.4K +529 +15%
HRC
2098
Hoertkorn Richard Charles
$117K -$535K -19,595 -83%
EPM
2099
Equitec Proprietary Markets
Illinois
$117K +$108K +3,972 New
WCM
2100
Wealthcare Capital Management
Virginia
$115K +$82 +3 +0.1%

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.