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2,245 hedge funds and large institutions have $134B invested in AT&T in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 1,006 increasing their positions, 989 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $130B → $134B (+$4.51B)

2% more repeat investments, than reductions

Existing positions increased: 1,006 | Existing positions reduced: 989

0.58% less ownership

Funds ownership: 73.3%72.72% (-0.58%)

9% less call options, than puts

Call options by funds: $2.02B | Put options by funds: $2.22B

2% less funds holding

Funds holding: 2,3022,245 (-57)

3% less funds holding in top 10

Funds holding in top 10: 141137 (-4)

27% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 136

Holders
2,245
Holders Change
-57
Holders Change %
-2.48%
% of All Funds
51.31%
Holding in Top 10
137
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.84%
% of All Funds
3.13%
New
99
Increased
1,006
Reduced
989
Closed
136
Calls
$2.02B
Puts
$2.22B
Net Calls
-$199M
Net Calls Change
+$178M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
2126
BTC Capital Management
Iowa
$203K -$478K -19,509 -71%
EGA
2127
Eagle Global Advisors
Texas
$203K +$196K +7,990 New
WFWM
2128
Wechter Feldman Wealth Management
New Jersey
$203K +$196K +8,009 New
WAG
2129
Winthrop Advisory Group
Massachusetts
$201K -$13.4K -547 -6%
AWS
2130
AJ Wealth Strategies
New York
$201K +$194K +7,931 New
SBWIC
2131
Schaper Benz & Wise Investment Counsel
Wisconsin
$201K +$194K +7,935 New
NBG
2132
Nancy B. Gardiner
$201K +$195K +7,944 New
QC
2133
QCM Cayman
Texas
$200K +$194K +7,900 New
SEIA
2134
Signature Estate & Investment Advisors
California
$199K -$32K -1,307 -14%
EA
2135
Elm Advisors
California
$195K +$188K +7,683 New
LWM
2136
Lenox Wealth Management
Ohio
$194K +$121K +4,954 +185%
C
2137
Cerebellum
California
$185K -$1.52K -62 -0.8%
POIA
2138
Pin Oak Investment Advisors
Texas
$183K +$16.6K +678 +10%
FGAM
2139
Financial Gravity Asset Management
Texas
$182K -$50.4K -2,056 -21%
CGT
2140
Capital Guardian Trust
California
$175K +$169K +6,914 New
FFW
2141
Fusion Family Wealth
New York
$173K +$588 +24 +0.4%
PH
2142
Pinnacle Holdings
Oklahoma
$169K +$49 +2 +0%
AIP
2143
Almanack Investment Partners
Pennsylvania
$169K +$176K +7,185 New
HRC
2144
Hoertkorn Richard Charles
$168K +$64.9K +2,648 +67%
PGWM
2145
Parisi Gray Wealth Management
New Jersey
$161K -$19.8K -809 -11%
AWMS
2146
Advocacy Wealth Management Services
Georgia
$158K
NCM
2147
Northstar Capital Management
New York
$156K -$7.72K -315 -5%
EWM
2148
Elmwood Wealth Management
California
$154K -$13.9K -569 -9%
SFFS
2149
Stonehage Fleming Financial Services
Jersey
$152K -$164K -6,706 -53%
HCM
2150
Hilton Capital Management
New York
$152K -$2.28K -93 -2%

T Hedge Fund Activity: Q3 2018 in Review

2,245 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2018, worth a combined $134B — up 3.5% from $130B a quarter earlier.

Sellers outnumbered buyers: 136 funds closed out of T and 99 opened new positions — a net loss of 37 holders — while 989 trimmed existing stakes and 1,006 added.

The largest buyer was Citadel Advisors, adding an estimated $527M. The largest seller was BlackRock, cutting an estimated $564M.

  • 2,245 institutional investors held AT&T (T) as of Q3 2018, down from 2,302 in Q2 2018.
  • Funds reported $134B of AT&T stock for Q3 2018, up 3.5% quarter-over-quarter.
  • 99 funds opened new AT&T positions in Q3 2018 and 136 closed out, a net change of -37 holders.
  • The largest AT&T buyer in Q3 2018 was Citadel Advisors, an estimated $527M added.
  • The largest AT&T seller in Q3 2018 was BlackRock, an estimated $564M sold.

Based on aggregated 13F filings for Q3 2018.