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2,245 hedge funds and large institutions have $134B invested in AT&T in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 1,006 increasing their positions, 989 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $130B → $134B (+$4.51B)

2% more repeat investments, than reductions

Existing positions increased: 1,006 | Existing positions reduced: 989

0.58% less ownership

Funds ownership: 73.3%72.72% (-0.58%)

9% less call options, than puts

Call options by funds: $2.02B | Put options by funds: $2.22B

2% less funds holding

Funds holding: 2,3022,245 (-57)

3% less funds holding in top 10

Funds holding in top 10: 141137 (-4)

27% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 136

Holders
2,245
Holders Change
-57
Holders Change %
-2.48%
% of All Funds
51.31%
Holding in Top 10
137
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.84%
% of All Funds
3.13%
New
99
Increased
1,006
Reduced
989
Closed
136
Calls
$2.02B
Puts
$2.22B
Net Calls
-$199M
Net Calls Change
+$178M
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
2201
Creative Financial Designs
Indiana
$49K -$88.3K -3,604 -65%
RCG
2202
Ruggie Capital Group
Florida
$49K -$15.1K -615 -24%
WF
2203
WealthTrust Fairport
Ohio
$48K +$33.3K +1,358 +260%
BL
2204
Balentine LLC
Georgia
$42K +$14.2K +579 +55%
AP
2205
Atwood & Palmer
Missouri
$41K -$34.6K -1,413 -46%
WOC
2206
West Oak Capital
California
$40.3K -$896K -36,575 -96%
AA
2207
AlphaMark Advisors
Kentucky
$40K -$63.2K -2,582 -62%
PW
2208
Price Wealth
Texas
$39K -$70.2K -2,867 -65%
BAMG
2209
Brand Asset Management Group
Missouri
$38K -$3.75K -153 -9%
FEG
2210
Financial Enhancement Group
Indiana
$37K
SPL
2211
Smart Portfolios LLC
Washington
$37K
NCM
2212
New Capital Management
Texas
$34K -$11K -449 -25%
PFO
2213
Pathstone Family Office
New Jersey
$34K +$19.4K +793 +145%
PS
2214
Portfolio Strategies
New York
$33K +$98 +4 +0.3%
KC
2215
KHP Capital
Oklahoma
$32K -$24.3K -993 -44%
CIM
2216
Contravisory Investment Management
Massachusetts
$31K +$1.1K +45 +4%
ACM
2217
AUA Capital Management
Pennsylvania
$30K
CWM
2218
Cranbrook Wealth Management
Michigan
$30K
WA
2219
WealthTrust-Arizona
Arizona
$27K +$11K +448 +72%
RWML
2220
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$25.3K +$98 +4 +0.4%
RAM
2221
Riggs Asset Management
Pennsylvania
$25K
IF
2222
Ironwood Financial
Arizona
$25K +$24.3K +993 New
WG
2223
Welch Group
Alabama
$23.8K +$1.2M +49,031 +6%
TCCM
2224
Timber Creek Capital Management
Massachusetts
$22K
OAJ
2225
Ogorek Anthony Joseph
New York
$21K +$4.63K +189 +29%

T Hedge Fund Activity: Q3 2018 in Review

2,245 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2018, worth a combined $134B — up 3.5% from $130B a quarter earlier.

Sellers outnumbered buyers: 136 funds closed out of T and 99 opened new positions — a net loss of 37 holders — while 989 trimmed existing stakes and 1,006 added.

The largest buyer was Citadel Advisors, adding an estimated $527M. The largest seller was BlackRock, cutting an estimated $564M.

  • 2,245 institutional investors held AT&T (T) as of Q3 2018, down from 2,302 in Q2 2018.
  • Funds reported $134B of AT&T stock for Q3 2018, up 3.5% quarter-over-quarter.
  • 99 funds opened new AT&T positions in Q3 2018 and 136 closed out, a net change of -37 holders.
  • The largest AT&T buyer in Q3 2018 was Citadel Advisors, an estimated $527M added.
  • The largest AT&T seller in Q3 2018 was BlackRock, an estimated $564M sold.

Based on aggregated 13F filings for Q3 2018.