We are live on ! Find out more

2,302 hedge funds and large institutions have $130B invested in AT&T in 2018 Q2 according to their latest regulatory filings, with 232 funds opening new positions, 1,317 increasing their positions, 645 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 232 | Existing positions closed: 68

104% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 645

10% more funds holding in top 10

Funds holding in top 10: 128141 (+13)

7% more funds holding

Funds holding: 2,1592,302 (+143)

6% more capital invested

Capital invested by funds: $122B → $130B (+$7.41B)

3.17% more ownership

Funds ownership: 70.14%73.3% (+3.2%)

8% less call options, than puts

Call options by funds: $4.33B | Put options by funds: $4.71B

Holders
2,302
Holders Change
+143
Holders Change %
+6.62%
% of All Funds
52.69%
Holding in Top 10
141
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+10.16%
% of All Funds
3.23%
New
232
Increased
1,317
Reduced
645
Closed
68
Calls
$4.33B
Puts
$4.71B
Net Calls
-$377M
Net Calls Change
-$524M
Name Holding Trade Value Shares
Change
Change in
Stake
GSC
2201
G&S Capital
Colorado
$140K -$20.1K -800 -12%
NL
2202
NVWM LLC
Pennsylvania
$139K -$14K -558 -9%
CFG
2203
CKW Financial Group
Hawaii
$135K +$71.8K +2,859 +105%
CFD
2204
Creative Financial Designs
Indiana
$134K -$11.9K -475 -8%
IDBONY
2205
Israel Discount Bank of New York
New York
$131K
PFA
2206
Pathway Financial Advisors
Vermont
$127K
1832 Asset Management
2207
1832 Asset Management
Ontario, Canada
$123K -$321K -12,802 -71%
SHJ
2208
Sharkey, Howes & Javer
Colorado
$121K
APSP
2209
Asset Planning Services (Pennsylvania)
Pennsylvania
$121K +$201 +8 +0.2%
ME
2210
McIlrath & Eck
Washington
$120K +$7.43K +296 +6%
BWP
2211
Baldwin Wealth Partners
Massachusetts
$116K -$904 -36 -0.7%
EARNEST Partners
2212
EARNEST Partners
Georgia
$111K +$18.1K +720 +19%
PW
2213
Price Wealth
Texas
$106K +$68.6K +2,733 +165%
CIA
2214
Cascade Investment Advisors
Oregon
$104K -$19.7K -785 -16%
CI Investments Inc
2215
CI Investments Inc
Ontario, Canada
$102K +$98K +3,904 +1,310%
HCA
2216
Heck Capital Advisors
Wisconsin
$102K +$577 +23 +0.6%
AA
2217
AlphaMark Advisors
Kentucky
$101K -$48.3K -1,925 -32%
MCM
2218
MV Capital Management
Maryland
$100K
ECM
2219
EII Capital Management
New York
$100K +$10.4K +415 +11%
SAM
2220
Solaris Asset Management
New York
$99K +$103K +4,090 New
WCM
2221
Wealthcare Capital Management
Virginia
$97K +$1.96K +78 +2%
HRC
2222
Hoertkorn Richard Charles
$96K
TCM
2223
TD Capital Management
Tennessee
$94K +$4.29K +171 +5%
PWAG
2224
Polaris Wealth Advisory Group
California
$92K -$456K -18,172 -84%
TFO
2225
Tarbox Family Office
California
$91K +$15.9K +635 +20%

T Hedge Fund Activity: Q2 2018 in Review

2,302 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2018, worth a combined $130B — up 6.1% from $122B a quarter earlier.

Buyers outnumbered sellers: 232 funds opened new T positions and 68 closed out — a net gain of 164 holders — while 1,317 added to existing stakes and 645 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.75B. The largest seller was Lazard Asset Management, cutting an estimated $681M.

  • 2,302 institutional investors held AT&T (T) as of Q2 2018, up from 2,159 in Q1 2018.
  • Funds reported $130B of AT&T stock for Q2 2018, up 6.1% quarter-over-quarter.
  • 232 funds opened new AT&T positions in Q2 2018 and 68 closed out, a net change of +164 holders.
  • The largest AT&T buyer in Q2 2018 was Vanguard Group, an estimated $2.75B added.
  • The largest AT&T seller in Q2 2018 was Lazard Asset Management, an estimated $681M sold.

Based on aggregated 13F filings for Q2 2018.