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2,245 hedge funds and large institutions have $134B invested in AT&T in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 1,006 increasing their positions, 989 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $130B → $134B (+$4.51B)

2% more repeat investments, than reductions

Existing positions increased: 1,006 | Existing positions reduced: 989

0.58% less ownership

Funds ownership: 73.3%72.72% (-0.58%)

9% less call options, than puts

Call options by funds: $2.02B | Put options by funds: $2.22B

2% less funds holding

Funds holding: 2,3022,245 (-57)

3% less funds holding in top 10

Funds holding in top 10: 141137 (-4)

27% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 136

Holders
2,245
Holders Change
-57
Holders Change %
-2.48%
% of All Funds
51.31%
Holding in Top 10
137
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.84%
% of All Funds
3.13%
New
99
Increased
1,006
Reduced
989
Closed
136
Calls
$2.02B
Puts
$2.22B
Net Calls
-$199M
Net Calls Change
+$178M
Name Holding Trade Value Shares
Change
Change in
Stake
RWG
2076
Regal Wealth Group
California
$242K +$710 +29 +0.3%
AWA
2077
Alaska Wealth Advisors
Alaska
$241K
HA
2078
Harbor Advisors
Florida
$241K
FMP
2079
Financial Management Professionals
Texas
$241K +$171 +7 +0.1%
EBSAM
2080
Eubel Brady & Suttman Asset Management
Ohio
$240K
RCWMU
2081
Rothschild & Co Wealth Management (UK)
United Kingdom
$240K
MCA
2082
Morris Capital Advisors
Pennsylvania
$238K -$4.85K -198 -2%
CAGAS
2083
Capital Advisory Group Advisory Services
Minnesota
$237K -$5.58K -228 -2%
EPM
2084
Equitec Proprietary Markets
Illinois
$237K +$229K +9,363 New
BA
2085
Bristlecone Advisors
Washington
$236K +$23K +940 +11%
PA
2086
PFG Advisors
Arizona
$236K +$232K +9,469 New
NEGWA
2087
New England Guild Wealth Advisors
Connecticut
$235K -$784 -32 -0.3%
CL
2088
CIM LLC
New York
$234K
FPFS
2089
First Personal Financial Services
North Carolina
$232K -$159K -6,505 -42%
CCM
2090
Canal Capital Management
Virginia
$231K -$3.87K -158 -2%
TL
2091
Tirschwell & Loewy
New York
$231K
HCA
2092
Horan Capital Advisors
Ohio
$231K +$223K +9,093 New
KTA
2093
Keeley-Teton Advisors
Illinois
$229K +$221K +9,022 New
PD
2094
Planning Directions
Pennsylvania
$228K +$2.18K +89 +1%
CAW
2095
Cornerstone Advisors (Washington)
Washington
$227K -$9.21K -376 -4%
RPA
2096
Rock Point Advisors
Vermont
$227K
AWMG
2097
Alliance Wealth Management Group
New Jersey
$226K -$31.9K -1,304 -13%
CCA
2098
Conservest Capital Advisors
Pennsylvania
$226K +$218K +8,911 New
PCA
2099
Peddock Capital Advisors
Massachusetts
$225K
GA
2100
Gateway Advisory
New Jersey
$223K -$20.6K -843 -9%

T Hedge Fund Activity: Q3 2018 in Review

2,245 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2018, worth a combined $134B — up 3.5% from $130B a quarter earlier.

Sellers outnumbered buyers: 136 funds closed out of T and 99 opened new positions — a net loss of 37 holders — while 989 trimmed existing stakes and 1,006 added.

The largest buyer was Citadel Advisors, adding an estimated $527M. The largest seller was BlackRock, cutting an estimated $564M.

  • 2,245 institutional investors held AT&T (T) as of Q3 2018, down from 2,302 in Q2 2018.
  • Funds reported $134B of AT&T stock for Q3 2018, up 3.5% quarter-over-quarter.
  • 99 funds opened new AT&T positions in Q3 2018 and 136 closed out, a net change of -37 holders.
  • The largest AT&T buyer in Q3 2018 was Citadel Advisors, an estimated $527M added.
  • The largest AT&T seller in Q3 2018 was BlackRock, an estimated $564M sold.

Based on aggregated 13F filings for Q3 2018.