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AT&T
T

Overview Fund Activity

2,296 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, 1,314 increasing their positions, 645 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,296
Holders Change
+143
Holders Change %
+6.64%
% of All Funds
52.64%
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
1,314
Reduced
645
Closed
68
Calls
$4.33B
Puts
$4.71B
Net Calls
-$377M
Net Calls Change
-$524M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.65B
2
BlackRock
BlackRock
New York
+$2.16B
3
Dodge & Cox
Dodge & Cox
California
+$1.46B
4
State Street
State Street
Massachusetts
+$1.19B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$618M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$658M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$370M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$279M
4
Ameriprise
Ameriprise
Minnesota
-$243M
5
EVM
Eaton Vance Management
Massachusetts
-$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAS
2226
Shine Investment Advisory Services
Colorado
$86K +$61.6K +2,554 +252%
AP
2227
Atwood & Palmer
Missouri
$74K +$30K +1,236 +68%
PAM
2228
Paradigm Asset Management
New York
$72.2K – – –
ABA
2229
American Beacon Advisors
Texas
$70K – – –
RFWA
2230
RPg Family Wealth Advisory
Massachusetts
$67K -$34.1K -1,406 -34%
AFIA
2231
America First Investment Advisors
Nebraska
$65K – – –
LWM
2232
Lenox Wealth Management
Ohio
$65K +$10.3K +424 +19%
RCG
2233
Ruggie Capital Group
Florida
$61K – – –
CC
2234
Claybrook Capital
Massachusetts
$61K +$11.5K +475 +23%
JAM
2235
Jolley Asset Management
North Carolina
$58K +$2.42K +99 +4%
TAIM
2236
TD Ameritrade Investment Management
Nebraska
$58K +$58K +2,391 New
KC
2237
KHP Capital
Oklahoma
$55K -$115K -4,717 -68%
SCA
2238
Stuart Chaussee & Associates
California
$55K – – –
SFG
2239
Sage Financial Group
Pennsylvania
$55K – – –
BDWM
2240
Brewin Dolphin Wealth Management
Ireland
$54.9K +$19.3K +795 +54%
AIM
2241
Arcadia Investment Management
Michigan
$52K – – –
SMG
2242
Spectrum Management Group
Indiana
$51K -$16K -662 -24%
CAL
2243
Capital Advisors Ltd
Ohio
$50K +$4.99K +204 +11%
NCM
2244
New Capital Management
Texas
$43K -$48K -1,981 -53%
TWMP
2245
Taylor Wealth Management Partners
Massachusetts
$43K – – –
WAM
2246
Watermark Asset Management
California
$40K +$7.5K +307 +23%
BAMG
2247
Brand Asset Management Group
Missouri
$40K +$40K +1,656 New
AC
2248
Avestar Capital
New York
$37K +$2.85K +131 +8%
PHK
2249
Point72 Hong Kong
Hong Kong
$37K +$37K +1,545 New
SPL
2250
Smart Portfolios LLC
Washington
$36K – – –
88 89
90
91 92