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AT&T
T

Overview Fund Activity

2,480 hedge funds and large institutions have $115B invested in AT&T in 2020 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 1,108 increasing their positions, 1,089 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,480
Holders Change
-98
Holders Change %
-3.8%
% of All Funds
54.78%
Holding in Top 10
156
Holding in Top 10 Change
-53
Holding in Top 10 Change %
-25.36%
% of All Funds
3.45%
New
120
Increased
1,108
Reduced
1,089
Closed
179
Calls
$1.63B
Puts
$1.97B
Net Calls
-$340M
Net Calls Change
-$1.95B

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$536M
2
Charles Schwab
Charles Schwab
California
+$364M
3
Renaissance Technologies
Renaissance Technologies
New York
+$299M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$232M
5
Newport Trust Company
Newport Trust Company
District of Columbia
+$181M

Top Sellers

1
BlackRock
BlackRock
New York
-$561M
2
CS
Credit Suisse
Switzerland
-$423M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$411M
4
Morgan Stanley
Morgan Stanley
New York
-$383M
5
CSIA
Charles Schwab Investment Advisory
California
-$342M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
2176
Pure Financial Advisors
California
$295K -$88.2K -4,013 -23%
SWM
2177
SVA Wealth Management
Wisconsin
$295K -$28.6K -1,297 -9%
BWM
2178
Baystate Wealth Management
Massachusetts
$295K +$18.5K +840 +7%
PWA
2179
Physician Wealth Advisors
Utah
$295K +$25.7K +1,157 +10%
WA
2180
Wealth Architects
California
$293K -$882 -40 -0.3%
BWM
2181
Biltmore Wealth Management
Arizona
$293K – – –
PMG
2182
Private Management Group
California
$293K +$4.85K +220 +2%
TC
2183
Trust Company
Kansas
$292K -$25K -1,134 -8%
SRC
2184
Sage Rhino Capital
California
$291K +$948 +43 +0.3%
HFA
2185
High Falls Advisors
New York
$290K -$10.3K -470 -3%
WDL
2186
Well Done LLC
Michigan
$290K +$7.59K +344 +3%
DA
2187
Doliver Advisors
Texas
$290K +$20.1K +873 +7%
CWM
2188
Campbell Wealth Management
Virginia
$289K -$133K -6,054 -32%
MWM
2189
MBE Wealth Management
Wisconsin
$289K +$30.3K +1,380 +12%
PFA
2190
Pinnacle Family Advisors
Missouri
$287K -$91.5K -3,952 -24%
GWM
2191
GSB Wealth Management
Connecticut
$287K – – –
AIP
2192
Almanack Investment Partners
Pennsylvania
$287K +$74.3K +3,374 +35%
BFM
2193
Boothbay Fund Management
New York
$287K +$100K +4,550 +54%
SWAG
2194
Spectrum Wealth Advisory Group
California
$286K +$89 +4 +0%
SFA
2195
Souders Financial Advisors
Ohio
$286K +$286K +12,970 New
BHB
2196
Bank Hapoalim BM
Israel
$285K -$5.93K -269 -2%
HIS
2197
Horizon Investment Services
Indiana
$285K -$5.69K -258 -2%
BDF
2198
Black Diamond Financial
Maryland
$285K +$285K +12,943 New
KCM
2199
Kendall Capital Management
Maryland
$281K -$6.12K -278 -2%
TWM
2200
Triton Wealth Management
Arizona
$281K +$281K +12,406 New
86 87
88
89 90