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2,314 hedge funds and large institutions have $124B invested in AT&T in 2019 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 1,150 increasing their positions, 875 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 1,150 | Existing positions reduced: 875

10% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 115

10% more capital invested

Capital invested by funds: $112B → $124B (+$11.4B)

10% more funds holding in top 10

Funds holding in top 10: 122134 (+12)

4% more call options, than puts

Call options by funds: $1.84B | Put options by funds: $1.77B

0.56% less ownership

Funds ownership: 72.37%71.81% (-0.56%)

1% less funds holding

Funds holding: 2,3282,314 (-14)

Holders
2,314
Holders Change
-14
Holders Change %
-0.6%
% of All Funds
50.09%
Holding in Top 10
134
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+9.84%
% of All Funds
2.9%
New
127
Increased
1,150
Reduced
875
Closed
115
Calls
$1.84B
Puts
$1.77B
Net Calls
+$67.8M
Net Calls Change
+$628M
Name Holding Trade Value Shares
Change
Change in
Stake
GWA
2201
Guidant Wealth Advisors
Illinois
$165K +$12.4K +538 +8%
HWA
2202
Heritage Wealth Advisors
Virginia
$165K +$28.5K +1,237 +22%
LWM
2203
Lenox Wealth Management
Ohio
$160K
PMAM
2204
Penn Mutual Asset Management
Pennsylvania
$158K +$2.04M +88,708 +74%
WPA
2205
West Paces Advisors
Georgia
$157K -$10.1K -438 -6%
CH
2206
Canton Hathaway
Rhode Island
$156K +$152K +6,620 New
1NWS
2207
1 North Wealth Services
Maryland
$150K +$2.99K +130 +2%
BC
2208
Barnett & Company
Tennessee
$148K -$828 -36 -0.6%
NCM
2209
Northstar Capital Management
New York
$146K
PH
2210
Pinnacle Holdings
Oklahoma
$146K
HCM
2211
Hilton Capital Management
New York
$141K
SCM
2212
Shelton Capital Management
Colorado
$139K -$4.06M -176,312 -97%
JFA
2213
JNBA Financial Advisors
Minnesota
$133K -$8.1K -352 -6%
NIM
2214
NuWave Investment Management
New Jersey
$128K +$81.8K +3,557 +191%
HI
2215
Human Investing
Oregon
$126K -$8.53K -371 -7%
SIAS
2216
Shine Investment Advisory Services
Colorado
$122K +$36.5K +1,588 +45%
LPWM
2217
Lake Point Wealth Management
Texas
$118K -$966K -42,012 -90%
GSC
2218
G&S Capital
Colorado
$118K +$207 +9 +0.2%
ME
2219
McIlrath & Eck
Washington
$116K +$11.5K +498 +11%
TCM
2220
TD Capital Management
Tennessee
$114K
EWM
2221
Elmwood Wealth Management
California
$112K
POIA
2222
Pin Oak Investment Advisors
Texas
$110K -$32K -1,390 -23%
CFG
2223
CKW Financial Group
Hawaii
$110K
BEI
2224
Benjamin Edwards Inc
Missouri
$109K +$106K +4,613 New
EARNEST Partners
2225
EARNEST Partners
Georgia
$108K

T Hedge Fund Activity: Q1 2019 in Review

2,314 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2019, worth a combined $124B — up 10% from $112B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new T positions and 115 closed out — a net gain of 12 holders — while 1,150 added to existing stakes and 875 trimmed.

The largest buyer was State Street, adding an estimated $550M. The largest seller was T. Rowe Price Associates, cutting an estimated $490M.

  • 2,314 institutional investors held AT&T (T) as of Q1 2019, down from 2,328 in Q4 2018.
  • Funds reported $124B of AT&T stock for Q1 2019, up 10% quarter-over-quarter.
  • 127 funds opened new AT&T positions in Q1 2019 and 115 closed out, a net change of +12 holders.
  • The largest AT&T buyer in Q1 2019 was State Street, an estimated $550M added.
  • The largest AT&T seller in Q1 2019 was T. Rowe Price Associates, an estimated $490M sold.

Based on aggregated 13F filings for Q1 2019.