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2,469 hedge funds and large institutions have $116B invested in AT&T in 2020 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 1,034 increasing their positions, 1,104 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 128

1% more capital invested

Capital invested by funds: $115B → $116B (+$1.08B)

1% less funds holding

Funds holding: 2,4882,469 (-19)

6% less repeat investments, than reductions

Existing positions increased: 1,034 | Existing positions reduced: 1,104

1.47% less ownership

Funds ownership: 72.93%71.46% (-1.5%)

27% less funds holding in top 10

Funds holding in top 10: 157115 (-42)

27% less call options, than puts

Call options by funds: $1.61B | Put options by funds: $2.2B

Holders
2,469
Holders Change
-19
Holders Change %
-0.76%
% of All Funds
50.63%
Holding in Top 10
115
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-26.75%
% of All Funds
2.36%
New
134
Increased
1,034
Reduced
1,104
Closed
128
Calls
$1.61B
Puts
$2.2B
Net Calls
-$594M
Net Calls Change
-$253M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
2176
Rockbridge Investment Management
New York
$298K +$297K +13,037 New
BSA
2177
Bull Street Advisors
Georgia
$297K +$13K +570 +5%
OBGC
2178
O'Brien Greene & Co
Pennsylvania
$297K +$60.3K +2,648 +26%
TF
2179
Trek Financial
Arizona
$294K -$59K -2,589 -17%
BWL
2180
Bogart Wealth LLC
Virginia
$294K +$64.9K +2,849 +28%
FWM
2181
Fairhaven Wealth Management
Illinois
$293K -$52.7K -2,316 -15%
CCM
2182
Crabel Capital Management
California
$292K +$292K +12,806 New
RICHC
2183
Renaissance Investment Consultants Holding Company
Pennsylvania
$290K -$93.5K -4,107 -24%
TC
2184
TAP Consulting
Missouri
$290K -$35.2K -1,546 -11%
LFA
2185
Landmark Financial Advisors
Kentucky
$290K -$16.4K -719 -5%
CWM
2186
Campbell Wealth Management
Virginia
$290K -$9.41K -413 -3%
ICM
2187
IMS Capital Management
Oregon
$289K -$650K -28,533 -69%
KLWA
2188
Kelly Lawrence W & Associates
California
$287K -$42.2K -1,854 -13%
AWM
2189
Argent Wealth Management
Massachusetts
$287K -$19K -833 -6%
SFS
2190
Summit Financial Strategies
Ohio
$287K +$42.1K +1,848 +17%
MPCG
2191
Matrix Private Capital Group
New York
$285K -$34.9K -1,531 -11%
WC
2192
Weil Company
California
$285K +$319 +14 +0.1%
CWP
2193
Capital Wealth Planning
Florida
$284K -$1.64M -72,016 -85%
CWM
2194
Confluence Wealth Management
Oregon
$283K -$24.8K -1,090 -8%
RZH
2195
Relyea Zuckerberg Hanson
Connecticut
$283K
BL
2196
Balentine LLC
Georgia
$282K -$67K -2,944 -19%
HFP
2197
Holistic Financial Partners
Indiana
$282K
WA
2198
Wealth Advisors
California
$282K +$44.7K +1,964 +19%
HA
2199
Harborview Advisors
Maine
$280K +$934 +41 +0.3%
SAM
2200
Security Asset Management
New York
$279K

T Hedge Fund Activity: Q2 2020 in Review

2,469 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2020, worth a combined $116B — up 0.94% from $115B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new T positions and 128 closed out — a net gain of 6 holders — while 1,034 added to existing stakes and 1,104 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $774M. The largest seller was Vanguard Group, cutting an estimated $774M.

  • 2,469 institutional investors held AT&T (T) as of Q2 2020, down from 2,488 in Q1 2020.
  • Funds reported $116B of AT&T stock for Q2 2020, up 0.94% quarter-over-quarter.
  • 134 funds opened new AT&T positions in Q2 2020 and 128 closed out, a net change of +6 holders.
  • The largest AT&T buyer in Q2 2020 was Nordea Investment Management, an estimated $774M added.
  • The largest AT&T seller in Q2 2020 was Vanguard Group, an estimated $774M sold.

Based on aggregated 13F filings for Q2 2020.