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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
LYV
2226
Live Your Vision
Pennsylvania
$91K +$22.3K +890 +31%
JT
2227
Jump Trading
Illinois
$90K +$50.9K +2,026 +121%
PCM
2228
Poehling Capital Management
Wisconsin
$89K +$22.4K +891 +32%
CA
2229
Centerpoint Advisors
Massachusetts
$88K +$50.2K +2,002 +122%
SA
2230
SRH Advisors
Kansas
$86K +$15.9K +633 +22%
SIAS
2231
Shine Investment Advisory Services
Colorado
$86K +$64.1K +2,554 +252%
AP
2232
Atwood & Palmer
Missouri
$74K +$31K +1,236 +68%
PAM
2233
Paradigm Asset Management
New York
$72.2K
ABA
2234
American Beacon Advisors
Texas
$70K
RFWA
2235
RPg Family Wealth Advisory
Massachusetts
$67K -$35.3K -1,406 -34%
AFIA
2236
America First Investment Advisors
Nebraska
$65K
LWM
2237
Lenox Wealth Management
Ohio
$65K +$10.6K +424 +19%
RCG
2238
Ruggie Capital Group
Florida
$61K
CC
2239
Claybrook Capital
Massachusetts
$61K +$11.9K +475 +23%
JAM
2240
Jolley Asset Management
North Carolina
$58K +$2.48K +99 +4%
TAIM
2241
TD Ameritrade Investment Management
Nebraska
$58K +$60K +2,391 New
KC
2242
KHP Capital
Oklahoma
$55K -$118K -4,717 -68%
SFG
2243
Sage Financial Group
Pennsylvania
$55K
SCA
2244
Stuart Chaussee & Associates
California
$55K
BDWM
2245
Brewin Dolphin Wealth Management
Ireland
$54.9K +$20K +795 +54%
AIM
2246
Arcadia Investment Management
Michigan
$52K
SMG
2247
Spectrum Management Group
Indiana
$51K -$16.6K -662 -24%
CAL
2248
Capital Advisors Ltd
Ohio
$50K +$5.12K +204 +11%
NCM
2249
New Capital Management
Texas
$43K -$49.7K -1,981 -53%
TWMP
2250
Taylor Wealth Management Partners
Massachusetts
$43K

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.