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2,587 hedge funds and large institutions have $158B invested in AT&T in 2019 Q4 according to their latest regulatory filings, with 346 funds opening new positions, 1,092 increasing their positions, 949 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more first-time investments, than exits

New positions opened: 346 | Existing positions closed: 74

58% more call options, than puts

Call options by funds: $4.4B | Put options by funds: $2.79B

15% more repeat investments, than reductions

Existing positions increased: 1,092 | Existing positions reduced: 949

10% more funds holding

Funds holding: 2,3522,587 (+235)

4% more capital invested

Capital invested by funds: $151B → $158B (+$6.56B)

0.75% more ownership

Funds ownership: 72.53%73.28% (+0.75%)

2% less funds holding in top 10

Funds holding in top 10: 214209 (-5)

Holders
2,587
Holders Change
+235
Holders Change %
+9.99%
% of All Funds
50.97%
Holding in Top 10
209
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.34%
% of All Funds
4.12%
New
346
Increased
1,092
Reduced
949
Closed
74
Calls
$4.4B
Puts
$2.79B
Net Calls
+$1.61B
Net Calls Change
+$1.54B
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2151
Selective Wealth Management
Virginia
$431K +$346 +12 +0.1%
MC
2152
Middleton & Co
Massachusetts
$430K -$9.5K -329 -2%
CAM
2153
Congress Asset Management
Massachusetts
$429K -$22.8K -791 -5%
HFS
2154
HBC Financial Services
Washington
$429K +$418K +14,466 New
KLWA
2155
Kelly Lawrence W & Associates
California
$426K -$65K -2,250 -13%
TC
2156
Trust Company
Kansas
$425K +$15K +518 +4%
Cohen & Steers
2157
Cohen & Steers
New York
$425K +$150K +5,180 +56%
MPW
2158
Monterey Private Wealth
California
$422K +$413K +14,303 New
VST
2159
Van Strum & Towne
California
$420K -$21.3K -738 -5%
TCOK
2160
Trust Company of Kansas
Kansas
$420K +$411K +14,225 New
F
2161
F3Logic
Minnesota
$419K +$44.3K +1,534 +12%
M
2162
Mirova
France
$419K +$148K +5,111 +56%
AP
2163
Americana Partners
Texas
$419K +$410K +14,205 New
MWM
2164
Maltin Wealth Management
New Jersey
$418K +$409K +14,168 New
AFS
2165
Access Financial Services
Minnesota
$417K +$25.8K +894 +7%
SIMM
2166
Stillwater Investment Management (Minnesota)
Minnesota
$417K +$74.5K +2,579 +22%
IWS
2167
Insight Wealth Strategies
California
$417K +$132K +4,568 +48%
HBT
2168
Hills Bank & Trust
Iowa
$416K -$148K -5,124 -27%
WCA
2169
Westover Capital Advisors
Delaware
$416K -$20.8K -720 -5%
BMM
2170
Berkshire Money Management
Massachusetts
$416K -$3.18K -110 -0.8%
HWMG
2171
Hurlow Wealth Management Group
Indiana
$416K +$11.2K +387 +3%
WAS
2172
Winch Advisory Services
Wisconsin
$415K +$46.7K +1,619 +13%
AWM
2173
Argent Wealth Management
Massachusetts
$414K +$405K +14,012 New
TC
2174
TAP Consulting
Missouri
$413K -$6.67K -231 -2%
RIM
2175
Redwood Investment Management
Arizona
$412K +$62.7K +2,172 +18%

T Hedge Fund Activity: Q4 2019 in Review

2,587 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2019, worth a combined $158B — up 4.3% from $151B a quarter earlier.

Buyers outnumbered sellers: 346 funds opened new T positions and 74 closed out — a net gain of 272 holders — while 1,092 added to existing stakes and 949 trimmed.

The largest buyer was BlackRock, adding an estimated $714M. The largest seller was Fidelity Investments, cutting an estimated $448M.

  • 2,587 institutional investors held AT&T (T) as of Q4 2019, up from 2,352 in Q3 2019.
  • Funds reported $158B of AT&T stock for Q4 2019, up 4.3% quarter-over-quarter.
  • 346 funds opened new AT&T positions in Q4 2019 and 74 closed out, a net change of +272 holders.
  • The largest AT&T buyer in Q4 2019 was BlackRock, an estimated $714M added.
  • The largest AT&T seller in Q4 2019 was Fidelity Investments, an estimated $448M sold.

Based on aggregated 13F filings for Q4 2019.