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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
BWP
2176
BSW Wealth Partners
Colorado
$412K +$193K +6,691 +92%
LFA
2177
Legacy Financial Advisors
Kentucky
$411K +$56.8K +1,966 +16%
JGUA
2178
John G. Ullman & Associates
New York
$410K -$5.78K -200 -1%
AWM
2179
Avior Wealth Management
Nebraska
$408K +$26.6K +921 +7%
ITIM
2180
Indiana Trust & Investment Management
Indiana
$406K -$34.6K -1,199 -8%
VAM
2181
Verity Asset Management
North Carolina
$406K +$193K +6,684 +95%
PP
2182
Professional Planning
California
$405K +$396K +13,727 New
FBA
2183
Front Barnett Associates
Illinois
$404K +$39.8K +1,380 +11%
IIA
2184
IPG Investment Advisors
California
$404K -$34.4K -1,192 -8%
HFA
2185
High Falls Advisors
New York
$403K -$19.3K -668 -5%
GTAM
2186
Global Trust Asset Management
Florida
$403K -$11.8K -409 -3%
AIA
2187
Arbor Investment Advisors
North Carolina
$401K -$40.7K -1,410 -9%
WC
2188
Weil Company
California
$401K +$31K +1,075 +9%
RZH
2189
Relyea Zuckerberg Hanson
Connecticut
$401K +$393K +13,595 New
FI
2190
Financial Insights
Washington
$398K
PFA
2191
Professional Financial Advisors
Nebraska
$398K +$390K +13,496 New
MCM
2192
Marathon Capital Management
Maryland
$398K +$390K +13,517 New
AWA
2193
Arkadios Wealth Advisors
Georgia
$397K +$397K +13,733 New
CAGAS
2194
Capital Advisory Group Advisory Services
Minnesota
$397K +$138K +4,775 +55%
FMB
2195
Field & Main Bank
Kentucky
$396K +$20.3K +702 +6%
RWRC
2196
R.W. Roge & Company
New York
$396K +$387K +13,419 New
MFW
2197
Meristem Family Wealth
Minnesota
$395K
SCM
2198
Sterneck Capital Management
Missouri
$395K
BIM
2199
Beach Investment Management
Pennsylvania
$394K -$146K -5,044 -27%
WA
2200
Wealth Architects
California
$394K +$22.2K +768 +6%

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.