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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
BWL
2176
Bogart Wealth LLC
Virginia
$208K -$575 -25 -0.3%
ADMI
2177
Albert D. Mason Inc
Massachusetts
$208K +$202K +8,764 New
CAGAS
2178
Capital Advisory Group Advisory Services
Minnesota
$207K -$9.16K -398 -4%
KTA
2179
Keeley-Teton Advisors
Illinois
$207K +$201K +8,757 New
FSCM
2180
Front Street Capital Management
Montana
$205K -$27.2K -1,183 -12%
CHP
2181
Cable Hill Partners
Oregon
$204K +$3.29K +143 +2%
RPA
2182
Rock Point Advisors
Vermont
$204K +$198K +8,599 New
AIA
2183
Alera Investment Advisors
Illinois
$203K -$253K -10,978 -56%
VCM
2184
Vigilant Capital Management
Maine
$203K -$69.5K -3,021 -26%
DLG
2185
Daniel L. Goodwin
$203K +$198K +8,606 New
TC
2186
Trust Company
Kansas
$202K +$71K +3,085 +57%
WA
2187
Wambolt & Associates
Colorado
$202K +$193K +8,411 New
MPW
2188
MA Private Wealth
California
$201K +$195K +8,491 New
FPFS
2189
First Personal Financial Services
North Carolina
$198K +$17.3K +750 +10%
TIM
2190
Tortoise Investment Management
New York
$196K
M
2191
Mirova
France
$195K +$56.7K +2,464 +43%
EWA
2192
Evolution Wealth Advisors
Florida
$194K +$44.5K +1,935 +31%
SBL
2193
Sargent Bickham Lagudis
Colorado
$193K -$17K -738 -8%
TCM
2194
Tradewinds Capital Management
Washington
$191K -$25.8K -1,120 -12%
BCA
2195
Bray Capital Advisors
Florida
$190K -$14.5K -629 -7%
APW
2196
Acima Private Wealth
Virginia
$188K -$15.5K -673 -8%
FMP
2197
Financial Management Professionals
Texas
$183K -$37.3K -1,621 -17%
CFD
2198
Creative Financial Designs
Indiana
$177K +$90.2K +3,921 +110%
MS
2199
Mizuho Securities
Japan
$176K +$171K +7,428 New
BWA
2200
Burt Wealth Advisors
Maryland
$175K -$28.6K -1,244 -14%

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.