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2,245 hedge funds and large institutions have $134B invested in AT&T in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 1,006 increasing their positions, 989 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $130B → $134B (+$4.51B)

2% more repeat investments, than reductions

Existing positions increased: 1,006 | Existing positions reduced: 989

0.58% less ownership

Funds ownership: 73.3%72.72% (-0.58%)

9% less call options, than puts

Call options by funds: $2.02B | Put options by funds: $2.22B

2% less funds holding

Funds holding: 2,3022,245 (-57)

3% less funds holding in top 10

Funds holding in top 10: 141137 (-4)

27% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 136

Holders
2,245
Holders Change
-57
Holders Change %
-2.48%
% of All Funds
51.31%
Holding in Top 10
137
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.84%
% of All Funds
3.13%
New
99
Increased
1,006
Reduced
989
Closed
136
Calls
$2.02B
Puts
$2.22B
Net Calls
-$199M
Net Calls Change
+$178M
Name Holding Trade Value Shares
Change
Change in
Stake
WAS
2226
WESPAC Advisors SoCal
California
$20K +$20.2K +826 New
ST
2227
Sageworth Trust
Pennsylvania
$19K +$18.6K +760 New
BBA
2228
Braun-Bostich & Associates
Pennsylvania
$12K -$8.43K -344 -43%
MF
2229
MHI Funds
New York
$12K +$1.45K +59 +14%
SFA
2230
Spectrum Financial Alliance
Kentucky
$11K -$9.72K -397 -46%
OBWP
2231
O'Brien Wealth Partners
Massachusetts
$11K +$10.1K +413 +2,065%
DPA
2232
Delphi Private Advisors
California
$10K
RBC
2233
Roble Belko & Company
Pennsylvania
$10K
PA
2234
Perennial Advisors
New York
$10K +$171 +7 +2%
MIM
2235
Macroview Investment Management
Maryland
$7K
CA
2236
Claar Advisors
New York
$5.47K +$4.84M +197,580 +1,086%
IP
2237
Investment Partners
Ohio
$3.59K +$56.1K +2,291 +8%
SGAM
2238
Smith Group Asset Management
Texas
$3K
CJA
2239
C-J Advisory
California
$2K -$4.61K -188 -70%
HIM
2240
Hillsdale Investment Management
Ontario, Canada
$2K
CAM
2241
ClariVest Asset Management
California
$2K +$441 +18 +38%
CIR
2242
Clear Investment Research
Georgia
$2K +$1.74K +71 New
WKWM
2243
Walter & Keenan Wealth Management
Indiana
$1.77K -$18.2K -742 -1%
AJ
2244
Ashburton (Jersey)
Jersey
$1.61K -$33.4K -1,364 -2%
CF
2245
Centaurus Financial
California
$1.27K -$3.64M -148,711 -100%
CPA
2246
Cowen Prime Advisors
New York
$1K
FRA
2247
Front Row Advisors
California
$236 -$10.2K -417 -4%
IFP
2248
Independent Franchise Partners
United Kingdom
-$366M -15,089,106 Closed
BG
2249
Baupost Group
Massachusetts
-$304M -12,552,447 Closed
HT
2250
HAP Trading
New York
-$286M -11,670,279 Closed

T Hedge Fund Activity: Q3 2018 in Review

2,245 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2018, worth a combined $134B — up 3.5% from $130B a quarter earlier.

Sellers outnumbered buyers: 136 funds closed out of T and 99 opened new positions — a net loss of 37 holders — while 989 trimmed existing stakes and 1,006 added.

The largest buyer was Citadel Advisors, adding an estimated $527M. The largest seller was BlackRock, cutting an estimated $564M.

  • 2,245 institutional investors held AT&T (T) as of Q3 2018, down from 2,302 in Q2 2018.
  • Funds reported $134B of AT&T stock for Q3 2018, up 3.5% quarter-over-quarter.
  • 99 funds opened new AT&T positions in Q3 2018 and 136 closed out, a net change of -37 holders.
  • The largest AT&T buyer in Q3 2018 was Citadel Advisors, an estimated $527M added.
  • The largest AT&T seller in Q3 2018 was BlackRock, an estimated $564M sold.

Based on aggregated 13F filings for Q3 2018.