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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
AWMG
2101
Alliance Wealth Management Group
New Jersey
$248K -$143K -5,684 -36%
ECM
2102
EagleClaw Capital Management
Massachusetts
$248K
FPB
2103
First PREMIER Bank
South Dakota
$248K +$42.5K +1,695 +20%
AC
2104
Allstate Corporation
Illinois
$248K +$63.9K +2,546 +33%
LCM
2105
Liberty Capital Management
Michigan
$246K -$13.3K -530 -5%
FGAM
2106
Financial Gravity Asset Management
Texas
$243K -$141K -5,616 -36%
WPA
2107
Winning Points Advisors
Florida
$243K +$4.82K +192 +2%
BWM
2108
Biltmore Wealth Management
Arizona
$242K
RMSCM
2109
R.M. Sincerbeaux Capital Management
New York
$242K +$250K +9,978 New
SIAP
2110
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$240K +$70.7K +2,817 +40%
PTC
2111
Petrus Trust Company
Texas
$240K +$248K +9,876 New
NED
2112
Nancy E. Dempze
$239K -$70.6K -2,812 -22%
BCA
2113
Bray Capital Advisors
Florida
$239K +$11K +439 +5%
FBFS
2114
First Business Financial Services
Wisconsin
$239K +$23.9K +951 +11%
CC
2115
Cadinha & Co
Hawaii
$238K -$160K -6,355 -39%
HA
2116
Harborview Advisors
Maine
$238K +$47.1K +1,877 +24%
NCM
2117
Northwest Capital Management
Oregon
$237K -$69.1K -2,752 -22%
FNBOH
2118
First National Bank of Hutchinson
Kansas
$237K -$1.93K -77 -0.8%
TC
2119
Trust Company
Kansas
$236K -$374K -14,885 -61%
DA
2120
Doliver Advisors
Texas
$236K +$244K +9,723 New
TCM
2121
Tradewinds Capital Management
Washington
$235K +$51.9K +2,066 +27%
WPA
2122
West Paces Advisors
Georgia
$235K +$16.8K +671 +7%
TC
2123
Trilogy Capital
California
$234K -$23K -916 -9%
BCM
2124
Blume Capital Management
California
$234K -$13.3K -530 -5%
MPIA
2125
Mountain Pacific Investment Advisers
Idaho
$234K

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.