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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
EARNEST Partners
2101
EARNEST Partners
Georgia
$113K +$105K +3,849 New
RPC
2102
Rossmore Private Capital
Connecticut
$104K +$96.6K +3,538 New
NCM
2103
New Capital Management
Texas
$102K
AFIA
2104
America First Investment Advisors
Nebraska
$90K +$1.8K +66 +2%
TFO
2105
Tarbox Family Office
California
$89K -$7.07K -259 -8%
PAM
2106
Paradigm Asset Management
New York
$87.5K +$81.3K +2,979 New
CP
2107
Corbenic Partners
Pennsylvania
$82K +$328 +12 +0.4%
SMG
2108
Spectrum Management Group
Indiana
$81K -$717K -26,242 -90%
LYV
2109
Live Your Vision
Pennsylvania
$81K
TWMP
2110
Taylor Wealth Management Partners
Massachusetts
$80K -$18.1K -662 -20%
CFG
2111
CKW Financial Group
Hawaii
$80K
AIM
2112
Arcadia Investment Management
Michigan
$77K
SCA
2113
Stuart Chaussee & Associates
California
$77K
BWP
2114
Baldwin Wealth Partners
Massachusetts
$75K -$12.8K -467 -15%
ABA
2115
American Beacon Advisors
Texas
$74K +$16.6K +607 +32%
PCM
2116
Poehling Capital Management
Wisconsin
$74K +$68.4K +2,506 New
MPPLM
2117
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$70K +$65.4K +2,396 New
RPG
2118
Risk Paradigm Group
Texas
$68.4K -$24.9K -912 -28%
SFG
2119
Sage Financial Group
Pennsylvania
$66K
SA
2120
SRH Advisors
Kansas
$66K +$3.63K +133 +6%
JAM
2121
Jolley Asset Management
North Carolina
$65K
PW
2122
Price Wealth
Texas
$60K +$56.3K +2,060 New
AP
2123
Atwood & Palmer
Missouri
$58K
GRQ
2124
Gardner Russo & Quinn
Pennsylvania
$58K +$54.2K +1,986 New
LWM
2125
Lenox Wealth Management
Ohio
$56K -$10.2K -375 -16%

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.