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2,314 hedge funds and large institutions have $124B invested in AT&T in 2019 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 1,150 increasing their positions, 875 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 1,150 | Existing positions reduced: 875

10% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 115

10% more capital invested

Capital invested by funds: $112B → $124B (+$11.4B)

10% more funds holding in top 10

Funds holding in top 10: 122134 (+12)

4% more call options, than puts

Call options by funds: $1.84B | Put options by funds: $1.77B

0.56% less ownership

Funds ownership: 72.37%71.81% (-0.56%)

1% less funds holding

Funds holding: 2,3282,314 (-14)

Holders
2,314
Holders Change
-14
Holders Change %
-0.6%
% of All Funds
50.09%
Holding in Top 10
134
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+9.84%
% of All Funds
2.9%
New
127
Increased
1,150
Reduced
875
Closed
115
Calls
$1.84B
Puts
$1.77B
Net Calls
+$67.8M
Net Calls Change
+$628M
Name Holding Trade Value Shares
Change
Change in
Stake
SEM
2151
Suncoast Equity Management
Florida
$221K +$713 +31 +0.3%
NEGWA
2152
New England Guild Wealth Advisors
Connecticut
$220K +$4.12K +179 +2%
SEIA
2153
Signature Estate & Investment Advisors
California
$219K +$69.5K +3,023 +49%
RIS
2154
Retirement Income Solutions
Michigan
$219K +$212K +9,227 New
SBWIC
2155
Schaper Benz & Wise Investment Counsel
Wisconsin
$219K +$213K +9,239 New
AIP
2156
Almanack Investment Partners
Pennsylvania
$218K -$12.2K -531 -5%
CMBA
2157
C.M. Bidwell & Associates
Hawaii
$217K +$211K +9,169 New
BWM
2158
Baystate Wealth Management
Massachusetts
$215K +$1.33K +58 +0.6%
MG
2159
Mather Group
Illinois
$215K +$209K +9,088 New
TL
2160
Tirschwell & Loewy
New York
$215K +$209K +9,097 New
ACA
2161
Atlas Capital Advisors
Wyoming
$214K +$60.9K +2,648 +41%
FAN
2162
Financial Advisors Network
California
$214K +$213K +9,268 New
EBSAM
2163
Eubel Brady & Suttman Asset Management
Ohio
$213K -$10.9K -474 -5%
HIC
2164
Harvey Investment Company
Kentucky
$213K +$207K +8,982 New
MCA
2165
Morris Capital Advisors
Pennsylvania
$213K +$207K +9,005 New
VNB
2166
Virginia National Bank
Virginia
$212K -$15.1K -658 -7%
TFF
2167
The Family Firm
Maryland
$211K -$40.6K -1,763 -17%
AWMG
2168
Alliance Wealth Management Group
New Jersey
$211K -$16.9K -734 -8%
BFM
2169
Boothbay Fund Management
New York
$210K -$356K -15,469 -64%
BONST
2170
Bank of Nova Scotia Trust
Ontario, Canada
$210K -$45.3K -1,971 -18%
SIAP
2171
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$210K -$8.23K -358 -4%
PTC
2172
Petrus Trust Company
Texas
$210K +$204K +8,879 New
SNBOSCI
2173
Security National Bank of Sioux City Iowa
Iowa
$209K +$203K +8,809 New
UWPG
2174
Ullmann Wealth Partners Group
Florida
$209K +$203K +8,842 New
BA
2175
Ballew Advisors
Mississippi
$208K -$203K -8,824 -49%

T Hedge Fund Activity: Q1 2019 in Review

2,314 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2019, worth a combined $124B — up 10% from $112B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new T positions and 115 closed out — a net gain of 12 holders — while 1,150 added to existing stakes and 875 trimmed.

The largest buyer was State Street, adding an estimated $550M. The largest seller was T. Rowe Price Associates, cutting an estimated $490M.

  • 2,314 institutional investors held AT&T (T) as of Q1 2019, down from 2,328 in Q4 2018.
  • Funds reported $124B of AT&T stock for Q1 2019, up 10% quarter-over-quarter.
  • 127 funds opened new AT&T positions in Q1 2019 and 115 closed out, a net change of +12 holders.
  • The largest AT&T buyer in Q1 2019 was State Street, an estimated $550M added.
  • The largest AT&T seller in Q1 2019 was T. Rowe Price Associates, an estimated $490M sold.

Based on aggregated 13F filings for Q1 2019.