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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
CAL
2126
Capital Advisors Ltd
Ohio
$54K
TCM
2127
TD Capital Management
Tennessee
$51K
SQA
2128
Simon Quick Advisors
New Jersey
$50K -$17.3K -634 -26%
AC
2129
Avestar Capital
New York
$45K +$47K +1,723 New
CA
2130
Centerpoint Advisors
Massachusetts
$44K +$41K +1,500 New
FFG
2131
Ford Financial Group
California
$44K +$41.6K +1,525 New
BDWM
2132
Brewin Dolphin Wealth Management
Ireland
$43.1K -$11.6K -424 -22%
CCMW
2133
Cypress Capital Management (Wyoming)
Wyoming
$39K
WAM
2134
Watermark Asset Management
California
$39K
BCM
2135
Brasada Capital Management
Texas
$39K +$36.2K +1,324 New
PS
2136
Portfolio Strategies
New York
$38K +$35.6K +1,305 New
MIC
2137
MU Investments Company
Japan
$36K -$18.1K -662 -35%
CAM
2138
CenterStar Asset Management
Illinois
$35K
FCA
2139
Florence Capital Advisors
New York
$35K
CC
2140
Claybrook Capital
Massachusetts
$35K +$32.5K +1,192 New
TCCM
2141
Timber Creek Capital Management
Massachusetts
$30K -$40.9K -1,498 -59%
SIAS
2142
Shine Investment Advisory Services
Colorado
$30K -$9.5K -348 -25%
WA
2143
WealthTrust-Arizona
Arizona
$24K -$56K -2,052 -71%
CPA
2144
Cowen Prime Advisors
New York
$24K -$43.4K -1,589 -66%
CIM
2145
Contravisory Investment Management
Massachusetts
$24K -$9.86K -361 -30%
Walleye Trading
2146
Walleye Trading
New York
$21K +$7.36M +269,517 +60%
FI
2147
FCM Investments
Texas
$21K
IAS
2148
INR Advisory Services
Pennsylvania
$21K +$19.4K +710 New
CTA
2149
Carillon Tower Advisers
Florida
$20.1K +$18.7M +685,226 New
OAJ
2150
Ogorek Anthony Joseph
New York
$19K

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.