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2,302 hedge funds and large institutions have $130B invested in AT&T in 2018 Q2 according to their latest regulatory filings, with 232 funds opening new positions, 1,317 increasing their positions, 645 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 232 | Existing positions closed: 68

104% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 645

10% more funds holding in top 10

Funds holding in top 10: 128141 (+13)

7% more funds holding

Funds holding: 2,1592,302 (+143)

6% more capital invested

Capital invested by funds: $122B → $130B (+$7.41B)

3.17% more ownership

Funds ownership: 70.14%73.3% (+3.2%)

8% less call options, than puts

Call options by funds: $4.33B | Put options by funds: $4.71B

Holders
2,302
Holders Change
+143
Holders Change %
+6.62%
% of All Funds
52.69%
Holding in Top 10
141
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+10.16%
% of All Funds
3.23%
New
232
Increased
1,317
Reduced
645
Closed
68
Calls
$4.33B
Puts
$4.71B
Net Calls
-$377M
Net Calls Change
-$524M
Name Holding Trade Value Shares
Change
Change in
Stake
BWFA
2151
Baltimore-Washington Financial Advisors
Maryland
$220K
LBC
2152
Lawrence B. Cohen
$220K +$18.1K +721 +9%
JFA
2153
JNBA Financial Advisors
Minnesota
$220K +$25.4K +1,011 +13%
LWM
2154
Lyell Wealth Management
California
$219K +$227K +9,038 New
SAMC
2155
Spectrum Asset Management (California)
California
$218K -$39.9K -1,589 -15%
TIM
2156
Total Investment Management
Arizona
$218K +$18.7K +747 +9%
RPA
2157
Rock Point Advisors
Vermont
$217K -$2.81K -112 -1%
WAS
2158
Winch Advisory Services
Wisconsin
$216K -$1.29M -51,484 -85%
AMCA
2159
Arthur M. Cohen & Associates
Illinois
$216K -$912K -36,324 -80%
PD
2160
Planning Directions
Pennsylvania
$216K -$66.7K -2,657 -23%
KWA
2161
KCS Wealth Advisory
California
$216K +$27K +1,075 +14%
FPCP
2162
Fort Point Capital Partners
California
$215K -$343K -13,675 -61%
PCA
2163
Peddock Capital Advisors
Massachusetts
$215K -$18.9K -752 -8%
VAM
2164
Verity Asset Management
North Carolina
$215K +$223K +8,881 New
GWA
2165
Guidant Wealth Advisors
Illinois
$212K
HI
2166
Hendershot Investments
Virginia
$211K +$1.58K +63 +0.7%
Diamond Hill Capital Management
2167
Diamond Hill Capital Management
Ohio
$210K +$218K +8,675 New
EMG
2168
Ellington Management Group
Connecticut
$209K -$1.04M -41,441 -83%
DLG
2169
Daniel L. Goodwin
$209K
CIP
2170
Capital Insight Partners
Arizona
$209K +$12.2K +486 +6%
SCP
2171
Silverleafe Capital Partners
Tennessee
$209K +$216K +8,621 New
VCM
2172
Vision Capital Management
Oregon
$208K -$98.3K -3,917 -31%
ACA
2173
Atlas Capital Advisors
Wyoming
$208K -$359K -14,306 -62%
BIG
2174
Boothe Investment Group
Delaware
$206K +$213K +8,497 New
HA
2175
Hays Advisory
Tennessee
$205K -$10.7K -426 -5%

T Hedge Fund Activity: Q2 2018 in Review

2,302 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2018, worth a combined $130B — up 6.1% from $122B a quarter earlier.

Buyers outnumbered sellers: 232 funds opened new T positions and 68 closed out — a net gain of 164 holders — while 1,317 added to existing stakes and 645 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.75B. The largest seller was Lazard Asset Management, cutting an estimated $681M.

  • 2,302 institutional investors held AT&T (T) as of Q2 2018, up from 2,159 in Q1 2018.
  • Funds reported $130B of AT&T stock for Q2 2018, up 6.1% quarter-over-quarter.
  • 232 funds opened new AT&T positions in Q2 2018 and 68 closed out, a net change of +164 holders.
  • The largest AT&T buyer in Q2 2018 was Vanguard Group, an estimated $2.75B added.
  • The largest AT&T seller in Q2 2018 was Lazard Asset Management, an estimated $681M sold.

Based on aggregated 13F filings for Q2 2018.