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2,159 hedge funds and large institutions have $122B invested in AT&T in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 900 increasing their positions, 986 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 95

6% more call options, than puts

Call options by funds: $2.82B | Put options by funds: $2.67B

1% less funds holding

Funds holding: 2,1732,159 (-14)

9% less repeat investments, than reductions

Existing positions increased: 900 | Existing positions reduced: 986

4.3% less ownership

Funds ownership: 74.44%70.14% (-4.3%)

9% less capital invested

Capital invested by funds: $134B → $122B (-$11.6B)

15% less funds holding in top 10

Funds holding in top 10: 151128 (-23)

Holders
2,159
Holders Change
-14
Holders Change %
-0.64%
% of All Funds
49.47%
Holding in Top 10
128
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-15.23%
% of All Funds
2.93%
New
110
Increased
900
Reduced
986
Closed
95
Calls
$2.82B
Puts
$2.67B
Net Calls
+$147M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
JAM
2101
Jolley Asset Management
North Carolina
$61K +$1.78K +64 +3%
LWM
2102
Lenox Wealth Management
Ohio
$60K +$9.8K +352 +18%
AIM
2103
Arcadia Investment Management
Michigan
$57K -$14K -503 -19%
CIM
2104
Corbyn Investment Management
Maryland
$57K +$59K +2,120 New
QT
2105
Quantbot Technologies
New York
$56K -$4.35M -156,424 -99%
CC
2106
Claybrook Capital
Massachusetts
$55K +$23.8K +855 +72%
RPG
2107
Risk Paradigm Group
Texas
$52.6K -$10.5K -376 -16%
HWP
2108
Hefty Wealth Partners
Indiana
$52K -$300K -10,793 -85%
CAL
2109
Capital Advisors Ltd
Ohio
$50K
AP
2110
Atwood & Palmer
Missouri
$49K -$4.9K -176 -9%
TWMP
2111
Taylor Wealth Management Partners
Massachusetts
$48K -$25.8K -927 -34%
PW
2112
Price Wealth
Texas
$45K -$11.3K -405 -20%
SQA
2113
Simon Quick Advisors
New Jersey
$45K -$2.98K -107 -6%
JT
2114
Jump Trading
Illinois
$45K +$46.8K +1,681 New
CA
2115
Centerpoint Advisors
Massachusetts
$44K +$3.95K +142 +9%
SPL
2116
Smart Portfolios LLC
Washington
$40K +$41.1K +1,476 New
BDWM
2117
Brewin Dolphin Wealth Management
Ireland
$39.5K
AC
2118
Avestar Capital
New York
$39K -$4.2K -151 -9%
FEG
2119
Financial Enhancement Group
Indiana
$39K +$40.4K +1,451 New
CCMW
2120
Cypress Capital Management (Wyoming)
Wyoming
$36K
WAM
2121
Watermark Asset Management
California
$36K
MUS
2122
Mitsubishi UFJ Securities
Japan
$36K +$36.8K +1,324 New
PS
2123
Portfolio Strategies
New York
$35K +$56 +2 +0.2%
TRCT
2124
Tower Research Capital (TRC)
New York
$32K -$2.55M -91,587 -99%
AP
2125
Arlington Partners
Alabama
$32K +$33.2K +1,194 New

T Hedge Fund Activity: Q1 2018 in Review

2,159 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2018, worth a combined $122B — down 8.6% from $134B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new T positions and 95 closed out — a net gain of 15 holders — while 900 added to existing stakes and 986 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $717M. The largest seller was State Street, cutting an estimated $326M.

  • 2,159 institutional investors held AT&T (T) as of Q1 2018, down from 2,173 in Q4 2017.
  • Funds reported $122B of AT&T stock for Q1 2018, down 8.6% quarter-over-quarter.
  • 110 funds opened new AT&T positions in Q1 2018 and 95 closed out, a net change of +15 holders.
  • The largest AT&T buyer in Q1 2018 was Wellington Management Group, an estimated $717M added.
  • The largest AT&T seller in Q1 2018 was State Street, an estimated $326M sold.

Based on aggregated 13F filings for Q1 2018.