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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
WAG
2176
Winthrop Advisory Group
Massachusetts
$205K -$1.61K -64 -0.8%
TIM
2177
Tortoise Investment Management
New York
$203K
BFPW
2178
BOK Financial Private Wealth
Colorado
$203K +$7.88K +314 +4%
BA
2179
Bristlecone Advisors
Washington
$203K +$210K +8,361 New
NFC
2180
Northeast Financial Consultants
Connecticut
$202K -$13.3K -530 -6%
ABP
2181
Arthur B. Page
$202K +$11.9K +475 +6%
SFPIA
2182
Stevens First Principles Investment Advisors
California
$202K +$58.2K +2,319 +39%
RGC
2183
Roberts, Glore & Co
Illinois
$202K +$209K +8,327 New
DDC
2184
DF Dent & Co
Maryland
$201K +$208K +8,288 New
CCMINC
2185
Cardinal Capital Management Inc (North Carolina)
North Carolina
$200K
DWA
2186
Divergent Wealth Advisors
Utah
$195K
IGGA
2187
Iron Gate Global Advisors
Utah
$193K -$87.3K -3,478 -30%
JWBC
2188
John W. Bristol & Co
New York
$181K
CA
2189
Crewe Advisors
Utah
$179K
C
2190
Cerebellum
California
$178K +$185K +7,359 New
PGWM
2191
Parisi Gray Wealth Management
New Jersey
$177K -$29.1K -1,160 -14%
FFW
2192
Fusion Family Wealth
New York
$165K +$527 +21 +0.3%
PH
2193
Pinnacle Holdings
Oklahoma
$162K
EWM
2194
Elmwood Wealth Management
California
$161K
POIA
2195
Pin Oak Investment Advisors
Texas
$158K -$5.72K -228 -3%
NCM
2196
Northstar Capital Management
New York
$157K +$23.8K +948 +17%
AWMS
2197
Advocacy Wealth Management Services
Georgia
$151K
TDC
2198
Thompson Davis & Co
Virginia
$147K +$49.4K +1,967 +48%
HCM
2199
Hilton Capital Management
New York
$147K +$152K +6,067 New
TFA
2200
Toth Financial Advisory
Virginia
$140K -$22.1K -880 -13%

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.