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2,159 hedge funds and large institutions have $122B invested in AT&T in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 900 increasing their positions, 986 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 95

6% more call options, than puts

Call options by funds: $2.82B | Put options by funds: $2.67B

1% less funds holding

Funds holding: 2,1732,159 (-14)

9% less repeat investments, than reductions

Existing positions increased: 900 | Existing positions reduced: 986

4.3% less ownership

Funds ownership: 74.44%70.14% (-4.3%)

9% less capital invested

Capital invested by funds: $134B → $122B (-$11.6B)

15% less funds holding in top 10

Funds holding in top 10: 151128 (-23)

Holders
2,159
Holders Change
-14
Holders Change %
-0.64%
% of All Funds
49.47%
Holding in Top 10
128
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-15.23%
% of All Funds
2.93%
New
110
Increased
900
Reduced
986
Closed
95
Calls
$2.82B
Puts
$2.67B
Net Calls
+$147M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
HM
2201
Harvest Management
New York
-$553K -19,860 Closed
CIC
2202
Chilton Investment Company
Connecticut
-$519K -17,661 Closed
SG
2203
Swarthmore Group
Pennsylvania
-$500K -17,013 Closed
6M
2204
6 Meridian
Kansas
-$450K -15,313 Closed
GA
2205
Gateway Advisory
New Jersey
-$379K -12,913 Closed
HPWM
2206
Highland Private Wealth Management
Washington
-$378K -12,867 Closed
TCMG
2207
TSP Capital Management Group
New Jersey
-$373K -12,709 Closed
AIA
2208
Allied Investment Advisors
Montana
-$371K -12,647 Closed
CW
2209
Cobiz Wealth
Colorado
-$371K -12,623 Closed
LFG
2210
Larson Financial Group
Missouri
-$344K -11,731 Closed
DG
2211
Delek Group
Israel
-$330K -11,267 Closed
PIM
2212
Profit Investment Management
Maryland
-$326K -11,110 Closed
RIG
2213
Renaissance Investment Group
Massachusetts
-$322K -10,984 Closed
DIM
2214
DC Investments Management
Virginia
-$319K -10,875 Closed
CCM
2215
Consolidated Capital Management
California
-$316K -10,773 Closed
LCM
2216
Landscape Capital Management
New Jersey
-$314K -10,678 Closed
AFC
2217
AFT Forsyth & Company
Florida
-$307K -10,456 Closed
CCC
2218
Chelsea Counsel Company
California
-$285K -9,717 Closed
QC
2219
QCM Cayman
Texas
-$285K -9,713 Closed
WBG
2220
Wharton Business Group
Pennsylvania
-$277K -9,424 Closed
BOIA
2221
Bush ODonnell Investment Advisors
Missouri
-$274K -9,332 Closed
KLI
2222
Kelman-Lazarov Inc
Tennessee
-$268K -9,138 Closed
NEIRG
2223
New England Investment & Retirement Group
Massachusetts
-$263K -8,952 Closed
SHWM
2224
Smith & Howard Wealth Management
Georgia
-$258K -8,786 Closed
ACP
2225
Arcus Capital Partners
Georgia
-$253K -8,629 Closed

T Hedge Fund Activity: Q1 2018 in Review

2,159 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2018, worth a combined $122B — down 8.6% from $134B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new T positions and 95 closed out — a net gain of 15 holders — while 900 added to existing stakes and 986 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $717M. The largest seller was State Street, cutting an estimated $326M.

  • 2,159 institutional investors held AT&T (T) as of Q1 2018, down from 2,173 in Q4 2017.
  • Funds reported $122B of AT&T stock for Q1 2018, down 8.6% quarter-over-quarter.
  • 110 funds opened new AT&T positions in Q1 2018 and 95 closed out, a net change of +15 holders.
  • The largest AT&T buyer in Q1 2018 was Wellington Management Group, an estimated $717M added.
  • The largest AT&T seller in Q1 2018 was State Street, an estimated $326M sold.

Based on aggregated 13F filings for Q1 2018.