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2,173 hedge funds and large institutions have $134B invested in AT&T in 2017 Q4 according to their latest regulatory filings, with 284 funds opening new positions, 829 increasing their positions, 914 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 284 | Existing positions closed: 71

10% more funds holding

Funds holding: 1,9782,173 (+195)

0% more call options, than puts

Call options by funds: $4.98B | Put options by funds: $4.96B

0.66% less ownership

Funds ownership: 75.1%74.44% (-0.66%)

2% less capital invested

Capital invested by funds: $136B → $134B (-$2.29B)

9% less repeat investments, than reductions

Existing positions increased: 829 | Existing positions reduced: 914

14% less funds holding in top 10

Funds holding in top 10: 175151 (-24)

Holders
2,173
Holders Change
+195
Holders Change %
+9.86%
% of All Funds
49.27%
Holding in Top 10
151
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-13.71%
% of All Funds
3.42%
New
284
Increased
829
Reduced
914
Closed
71
Calls
$4.98B
Puts
$4.96B
Net Calls
+$12.5M
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
2226
Chickasaw Capital Management
Tennessee
-$245K -8,272 Closed
SNB
2227
Security National Bank
Nebraska
-$241K -8,116 Closed
GC
2228
Gratus Capital
Georgia
-$233K -7,866 Closed
BA
2229
Bristlecone Advisors
Washington
-$228K -7,699 Closed
RI
2230
RWWM Inc
California
-$212K -7,150 Closed
Diamond Hill Capital Management
2231
Diamond Hill Capital Management
Ohio
-$210K -7,090 Closed
HCA
2232
Horan Capital Advisors
Ohio
-$207K -6,981 Closed
RCA
2233
Rowland Carmichael Advisors
Arizona
-$206K -6,951 Closed
EA
2234
Elm Advisors
California
-$203K -6,869 Closed
SC
2235
SRB Corp
Massachusetts
-$186K -6,274 Closed
FA
2236
Financial Advantage
Maryland
-$174K -5,894 Closed
USGIU
2237
U.S. Global Investors (USGI)
Texas
-$117K -3,972 Closed
Financial Engines Advisors
2238
Financial Engines Advisors
California
-$104K -3,522 Closed
NIC
2239
Northwest Investment Counselors
Oregon
-$80K -2,721 Closed
IR
2240
Invictus RG
Bermuda
-$64K -2,153 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
2241
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$46K -1,564 Closed
CGT
2242
Capital Guardian Trust
California
-$33K -1,125 Closed
WAM
2243
Wolverine Asset Management
Illinois
-$20.6K -756 Closed
IF
2244
Ironwood Financial
Arizona
-$15K -500 Closed
OSAM
2245
O'Shaughnessy Asset Management
Connecticut
-$7.15K -262 -100%
CHA
2246
Cooper/Haims Advisors
New York
+$246 +9 New

T Hedge Fund Activity: Q4 2017 in Review

2,173 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2017, worth a combined $134B — down 1.7% from $136B a quarter earlier.

Buyers outnumbered sellers: 284 funds opened new T positions and 71 closed out — a net gain of 213 holders — while 829 added to existing stakes and 914 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $334M. The largest seller was Capital World Investors, cutting an estimated $521M.

  • 2,173 institutional investors held AT&T (T) as of Q4 2017, up from 1,978 in Q3 2017.
  • Funds reported $134B of AT&T stock for Q4 2017, down 1.7% quarter-over-quarter.
  • 284 funds opened new AT&T positions in Q4 2017 and 71 closed out, a net change of +213 holders.
  • The largest AT&T buyer in Q4 2017 was Lazard Asset Management, an estimated $334M added.
  • The largest AT&T seller in Q4 2017 was Capital World Investors, an estimated $521M sold.

Based on aggregated 13F filings for Q4 2017.