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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
SIAS
2126
Shine Investment Advisory Services
Colorado
$27K -$278 -10 -1%
SFA
2127
Spectrum Financial Alliance
Kentucky
$26K +$27.8K +998 New
TCCM
2128
Timber Creek Capital Management
Massachusetts
$24K -$3.67K -132 -13%
RWML
2129
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$23.5K +$16.4K +588 +206%
CPA
2130
Cowen Prime Advisors
New York
$22K
CIM
2131
Contravisory Investment Management
Massachusetts
$21K -$1.03K -37 -4%
WA
2132
WealthTrust-Arizona
Arizona
$21K -$918 -33 -4%
LWA
2133
Lenox Wealth Advisors
New York
$21K +$13.2K +476 +153%
RAM
2134
Riggs Asset Management
Pennsylvania
$18K +$3.54K +127 +24%
OAJ
2135
Ogorek Anthony Joseph
New York
$17K
PFO
2136
Pathstone Family Office
New Jersey
$17K +$28 +1 +0.2%
CWM
2137
Cranbrook Wealth Management
Michigan
$14K
DSN
2138
D. Scott Neal
Kentucky
$13K
OBWP
2139
O'Brien Wealth Partners
Massachusetts
$12K +$12.1K +433 New
AIM
2140
Assured Investment Management
New York
$12K +$12.3K +442 New
DPA
2141
Delphi Private Advisors
California
$11K -$147K -5,268 -93%
PA
2142
Perennial Advisors
New York
$10K
MPPLM
2143
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$8K -$58.1K -2,088 -87%
CI Investments Inc
2144
CI Investments Inc
Ontario, Canada
$8K -$9.91K -356 -54%
TI
2145
Truepoint Inc
Ohio
$7.52K +$9.88K +355 New
MIM
2146
Macroview Investment Management
Maryland
$6K -$108K -3,892 -95%
AGA
2147
Accuvest Global Advisors
Utah
$6K +$529 +19 +10%
RBC
2148
Roble Belko & Company
Pennsylvania
$6K +$5.54K +199 +474%
MF
2149
MHI Funds
New York
$5K +$4.98K +179 New
SGAM
2150
Smith Group Asset Management
Texas
$3K

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.