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AT&T
T

Overview Fund Activity

2,480 hedge funds and large institutions have $115B invested in AT&T in 2020 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 1,108 increasing their positions, 1,089 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,480
Holders Change
-98
Holders Change %
-3.8%
% of All Funds
54.78%
Holding in Top 10
156
Holding in Top 10 Change
-53
Holding in Top 10 Change %
-25.36%
% of All Funds
3.45%
New
120
Increased
1,108
Reduced
1,089
Closed
179
Calls
$1.63B
Puts
$1.97B
Net Calls
-$340M
Net Calls Change
-$1.95B

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$536M
2
Charles Schwab
Charles Schwab
California
+$364M
3
Renaissance Technologies
Renaissance Technologies
New York
+$299M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$232M
5
Newport Trust Company
Newport Trust Company
District of Columbia
+$181M

Top Sellers

1
BlackRock
BlackRock
New York
-$561M
2
CS
Credit Suisse
Switzerland
-$423M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$411M
4
Morgan Stanley
Morgan Stanley
New York
-$383M
5
CSIA
Charles Schwab Investment Advisory
California
-$342M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWMG
2101
Hurlow Wealth Management Group
Indiana
$333K +$2.95K +130 +0.9%
FWM
2102
Fairhaven Wealth Management
Illinois
$333K +$333K +15,132 New
UF
2103
Univest Financial
Pennsylvania
$332K -$2.26M -102,611 -87%
FDCC
2104
Foster Dykema Cabot & Co
Massachusetts
$332K -$92.7K -4,210 -22%
SFG
2105
Sunburst Financial Group
Alabama
$332K -$48.6K -2,205 -13%
MWM
2106
Marietta Wealth Management
Georgia
$331K +$1.52K +69 +0.5%
LC
2107
Landaas & Company
Wisconsin
$331K +$19.5K +828 +6%
MTCM
2108
Mint Tower Capital Management
Netherlands
$330K +$330K +15,241 New
WAG
2109
Winthrop Advisory Group
Massachusetts
$328K -$39.4K -1,789 -11%
GF
2110
Goodman Financial
Texas
$328K – – –
NRI
2111
NFP Retirement Inc
California
$328K +$59K +2,680 +22%
IC
2112
InterOcean Capital
Illinois
$327K -$56K -2,547 -15%
AFS
2113
Access Financial Services
Minnesota
$327K +$15.9K +724 +5%
WAS
2114
Winch Advisory Services
Wisconsin
$327K +$17.5K +793 +6%
WAOI
2115
Wealth Advisors of Iowa
Iowa
$327K +$327K +14,831 New
BWM
2116
BT Wealth Management
Georgia
$325K -$184K -8,372 -36%
BBWA
2117
Bell & Brown Wealth Advisors
California
$325K -$43.2K -1,959 -12%
EGWAG
2118
Elwood & Goetz Wealth Advisory Group
Georgia
$325K – – –
BBA
2119
Braun-Bostich & Associates
Pennsylvania
$325K +$2.61K +123 +0.8%
KLI
2120
Kelman-Lazarov Inc
Tennessee
$324K -$197K -8,925 -38%
IAS
2121
IMA Advisory Services
Colorado
$324K – – –
WCA
2122
Westover Capital Advisors
Delaware
$324K +$14.2K +646 +5%
MHR
2123
Matthew Hamilton Rosenberg
$324K +$324K +14,674 New
AGA
2124
Arkos Global Advisors
Texas
$324K +$324K +14,735 New
XM
2125
XTX Markets
New York
$323K +$323K +14,659 New
83 84
85
86 87