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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
VIM
2151
Veritas Investment Management
United Kingdom
$150K +$145K +5,912 New
JWBC
2152
John W. Bristol & Co
New York
$149K -$38.9K -1,589 -21%
TFA
2153
Toth Financial Advisory
Virginia
$147K +$612 +25 +0.4%
GSC
2154
G&S Capital
Colorado
$144K -$2.82K -115 -2%
HWA
2155
Heritage Wealth Advisors
Virginia
$144K +$140K +5,710 New
IDBONY
2156
Israel Discount Bank of New York
New York
$136K -$1.13K -46 -0.9%
NL
2157
NVWM LLC
Pennsylvania
$133K -$12K -490 -9%
SHJ
2158
Sharkey, Howes & Javer
Colorado
$126K
CFG
2159
CKW Financial Group
Hawaii
$124K -$16.2K -662 -12%
SAS
2160
Stelac Advisory Services
New York
$121K +$117K +4,785 New
RFWA
2161
RPg Family Wealth Advisory
Massachusetts
$120K +$48.6K +1,986 +72%
BWP
2162
Baldwin Wealth Partners
Massachusetts
$119K -$1.62K -66 -1%
EARNEST Partners
2163
EARNEST Partners
Georgia
$116K
CA
2164
Centerpoint Advisors
Massachusetts
$115K +$21.5K +876 +24%
CWSR
2165
Chessman Wealth Strategies RIA
Texas
$114K +$110K +4,495 New
TAIM
2166
TD Ameritrade Investment Management
Nebraska
$113K +$50.1K +2,047 +86%
TCM
2167
TD Capital Management
Tennessee
$109K +$10K +410 +11%
CIA
2168
Cascade Investment Advisors
Oregon
$108K
TC
2169
Trust Company
Kansas
$108K -$134K -5,457 -56%
APSP
2170
Asset Planning Services (Pennsylvania)
Pennsylvania
$103K -$14.2K -581 -12%
SA
2171
SRH Advisors
Kansas
$102K +$12.2K +497 +14%
WCM
2172
Wealthcare Capital Management
Virginia
$98K -$2.45K -100 -3%
TFO
2173
Tarbox Family Office
California
$98K +$2.16K +88 +2%
ECM
2174
EII Capital Management
New York
$95K
CAL
2175
Capital Advisors Ltd
Ohio
$94K +$40.3K +1,645 +80%

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.