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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
AIM
2226
Avity Investment Management
Connecticut
-$251K -8,557 Closed
RWA
2227
RGT Wealth Advisors
Texas
-$248K -8,441 Closed
Kovitz Investment Group Partners
2228
Kovitz Investment Group Partners
Illinois
-$244 -8,312 Closed
SC
2229
Slow Capital
California
-$239K -8,143 Closed
WP
2230
WealthShield Partners
North Carolina
-$231K -7,947 Closed
DA
2231
Doliver Advisors
Texas
-$230K -7,838 Closed
SRCM
2232
Swift Run Capital Management
Virginia
-$226K -7,702 Closed
WF
2233
WoodTrust Financial
Wisconsin
-$223K -7,596 Closed
BL
2234
Balentine LLC
Georgia
-$216K -7,371 Closed
RIG
2235
Roosevelt Investment Group
New York
-$215K -7,320 Closed
HIC
2236
Hartline Investment Corp
Illinois
-$214K -7,283 Closed
CWM
2237
Capital Wealth Management
Rhode Island
-$212K -7,224 Closed
ACH
2238
ArrowMark Colorado Holdings
Colorado
-$211K -7,188 Closed
RIM
2239
Reliant Investment Management
Tennessee
-$210K -7,154 Closed
AGM
2240
Alpine Global Management
New York
-$209K -7,122 Closed
SSA
2241
Schonfeld Strategic Advisors
New York
-$208K -7,083 Closed
WA
2242
Winfield Associates
Ohio
-$207K -7,040 Closed
HWA
2243
Heritage Wealth Advisors
Virginia
-$204K -6,979 Closed
KCM
2244
Kendall Capital Management
Maryland
-$203K -6,898 Closed
SMFG
2245
Sumitomo Mitsui Financial Group
Japan
-$176K -6,310 Closed
EPM
2246
Equitec Proprietary Markets
Illinois
-$111K -3,972 Closed
RPC
2247
Rossmore Private Capital
Connecticut
-$104K -3,538 Closed
GRQ
2248
Gardner Russo & Quinn
Pennsylvania
-$58K -1,986 Closed
FFG
2249
Ford Financial Group
California
-$44K -1,525 Closed
BCM
2250
Brasada Capital Management
Texas
-$39K -1,324 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.