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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
BWA
2076
BlueSky Wealth Advisors
North Carolina
$272K +$45K +1,791 +19%
PC
2077
Periscope Capital
Ontario, Canada
$272K +$281K +11,212 New
NCM
2078
Northside Capital Management
Oregon
$271K +$281K +11,179 New
FPGK
2079
Financial Partners Group (Kansas)
Kansas
$271K +$281K +11,189 New
BEAM
2080
Baker Ellis Asset Management
Washington
$269K -$80.5K -3,206 -22%
BCA
2081
Berman Capital Advisors
Georgia
$269K +$10.7K +427 +4%
GCP
2082
GSA Capital Partners
United Kingdom
$262K -$111K -4,433 -29%
LFS
2083
Legacy Financial Strategies
Kansas
$262K +$6.55K +261 +2%
SM
2084
Sciencast Management
New Jersey
$262K +$279K +11,108 New
MWM
2085
MinichMacGregor Wealth Management
New York
$261K -$52K -2,071 -16%
HT
2086
Heritage Trust
Oklahoma
$258K -$4.12K -164 -2%
WIP
2087
Wellesley Investment Partners
Massachusetts
$258K +$12.1K +481 +5%
PWM
2088
Paulson Wealth Management
Illinois
$256K -$10.4K -414 -4%
LSA
2089
L & S Advisors
California
$256K +$265K +10,544 New
IHL
2090
Investment House LLC
California
$255K +$42.9K +1,709 +19%
PAM
2091
Pegasus Asset Management
New York
$254K -$35.6K -1,418 -12%
SA
2092
Sicart Associates
New York
$254K
BWA
2093
Burt Wealth Advisors
Maryland
$254K +$56.2K +2,240 +27%
TC
2094
TradeLink Capital
Illinois
$254K +$263K +10,460 New
FAN
2095
Financial Advisors Network
California
$254K +$263K +10,478 New
AC
2096
Addison Capital
Pennsylvania
$253K +$24.4K +973 +10%
WPIC
2097
White Pine Investment Company
Michigan
$251K -$48.1K -1,918 -16%
SC
2098
SRB Corp
Massachusetts
$251K +$260K +10,340 New
HIC
2099
Harvey Investment Company
Kentucky
$250K -$7.4K -295 -3%
BJ
2100
Brouwer & Janachowski
California
$249K -$11.8K -472 -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.