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2,469 hedge funds and large institutions have $116B invested in AT&T in 2020 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 1,034 increasing their positions, 1,104 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 128

1% more capital invested

Capital invested by funds: $115B → $116B (+$1.08B)

1% less funds holding

Funds holding: 2,4882,469 (-19)

6% less repeat investments, than reductions

Existing positions increased: 1,034 | Existing positions reduced: 1,104

1.47% less ownership

Funds ownership: 72.93%71.46% (-1.5%)

27% less funds holding in top 10

Funds holding in top 10: 157115 (-42)

27% less call options, than puts

Call options by funds: $1.61B | Put options by funds: $2.2B

Holders
2,469
Holders Change
-19
Holders Change %
-0.76%
% of All Funds
50.63%
Holding in Top 10
115
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-26.75%
% of All Funds
2.36%
New
134
Increased
1,034
Reduced
1,104
Closed
128
Calls
$1.61B
Puts
$2.2B
Net Calls
-$594M
Net Calls Change
-$253M
Name Holding Trade Value Shares
Change
Change in
Stake
OCPWS
2126
One Charles Private Wealth Services
Massachusetts
$326K +$326K +14,306 New
DAM
2127
Diamant Asset Management
Connecticut
$325K
VST
2128
Van Strum & Towne
California
$325K
AAP
2129
Arax Advisory Partners
Colorado
$324K -$402K -17,666 -55%
SIMM
2130
Stillwater Investment Management (Minnesota)
Minnesota
$324K -$33.9K -1,488 -9%
PWA
2131
Physician Wealth Advisors
Utah
$324K +$21.8K +957 +7%
CFN
2132
Cordasco Financial Network
Florida
$324K +$45K +1,978 +16%
AFS
2133
Access Financial Services
Minnesota
$322K -$17.3K -760 -5%
LC
2134
Landaas & Company
Wisconsin
$322K
AWM
2135
Apollon Wealth Management
South Carolina
$322K +$322K +14,120 New
Rafferty Asset Management
2136
Rafferty Asset Management
New York
$321K +$102K +4,463 +46%
CFSG
2137
Clark Financial Services Group
Missouri
$321K +$461K +20,236 New
PMFA
2138
Plante Moran Financial Advisors
Michigan
$320K -$207K -9,084 -39%
AIA
2139
Arbor Investment Advisors
North Carolina
$320K -$7.65K -336 -2%
SC
2140
Steph & Co
Wisconsin
$318K -$54.1K -2,374 -15%
UF
2141
Univest Financial
Pennsylvania
$318K -$26.6K -1,167 -8%
AWP
2142
Ascent Wealth Partners
New York
$318K +$69.5K +3,052 +28%
ECM
2143
EagleClaw Capital Management
Massachusetts
$317K -$39.5K -1,736 -11%
AF
2144
Affiance Financial
Minnesota
$317K
DCM
2145
Driehaus Capital Management
Illinois
$317K +$5.69K +250 +2%
CM
2146
Capula Management
Cayman Islands
$317K +$316K +13,876 New
PD
2147
Planning Directions
Pennsylvania
$317K +$316K +13,877 New
HWA
2148
HHM Wealth Advisors
Tennessee
$316K
PFA
2149
Professional Financial Advisors
Nebraska
$316K +$4.28K +188 +1%
NCM
2150
Northwest Capital Management
Oregon
$315K -$6.97K -306 -2%

T Hedge Fund Activity: Q2 2020 in Review

2,469 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2020, worth a combined $116B — up 0.94% from $115B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new T positions and 128 closed out — a net gain of 6 holders — while 1,034 added to existing stakes and 1,104 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $774M. The largest seller was Vanguard Group, cutting an estimated $774M.

  • 2,469 institutional investors held AT&T (T) as of Q2 2020, down from 2,488 in Q1 2020.
  • Funds reported $116B of AT&T stock for Q2 2020, up 0.94% quarter-over-quarter.
  • 134 funds opened new AT&T positions in Q2 2020 and 128 closed out, a net change of +6 holders.
  • The largest AT&T buyer in Q2 2020 was Nordea Investment Management, an estimated $774M added.
  • The largest AT&T seller in Q2 2020 was Vanguard Group, an estimated $774M sold.

Based on aggregated 13F filings for Q2 2020.