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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
CI Investments Inc
2151
CI Investments Inc
Ontario, Canada
$19K +$355 +13 +2%
PFO
2152
Pathstone Family Office
New Jersey
$18K +$1.91K +70 +13%
RAM
2153
Riggs Asset Management
Pennsylvania
$16K -$21.7K -795 -60%
CWM
2154
Cranbrook Wealth Management
Michigan
$15K
DSN
2155
D. Scott Neal
Kentucky
$14K -$13.7K -503 -52%
TG
2156
TLP Group
Illinois
$14K +$12.8K +469 New
PA
2157
Perennial Advisors
New York
$11K
LWA
2158
Lenox Wealth Advisors
New York
$9K +$7.48K +274 +721%
RWML
2159
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$8.38K +$137 +5 +2%
AGA
2160
Accuvest Global Advisors
Utah
$6K +$464 +17 +10%
SGAM
2161
Smith Group Asset Management
Texas
$4K +$655 +24 +24%
ECM
2162
Exchange Capital Management
Michigan
$2K +$1.69K +62 +310%
CJA
2163
C-J Advisory
California
$2K +$2.1K +77 New
PCG
2164
Private Capital Group
Connecticut
$1.77K +$13.2K +482 New
CCT
2165
Capital City Trust
Florida
$1.69K -$70.3K -2,576 -4%
HIM
2166
Hillsdale Investment Management
Ontario, Canada
$1K -$1.06K -39 -49%
RBC
2167
Roble Belko & Company
Pennsylvania
$1K
NR
2168
Newfound Research
Massachusetts
$1K +$164 +6 +19%
FMA
2169
FNY Managed Accounts
New York
$1K +$1.67K +61 New
BHB
2170
Bank Hapoalim BM
Israel
$577 -$197K -7,230 -27%
DAM
2171
Diamant Asset Management
Connecticut
$514 +$478K +17,513 New
FA
2172
Fagan Associates
New York
$443 -$510K -18,692 -55%
Kovitz Investment Group Partners
2173
Kovitz Investment Group Partners
Illinois
$244 +$7.24K +265 +3%
ETC
2174
Evercore Trust Company
New York
-$8.16B -275,788,954 Closed
Ninety One (UK)
2175
Ninety One (UK)
United Kingdom
-$141M -4,767,054 Closed

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.