T icon

AT&T
T

Overview Fund Activity

2,480 hedge funds and large institutions have $115B invested in AT&T in 2020 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 1,108 increasing their positions, 1,089 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,480
Holders Change
-98
Holders Change %
-3.8%
% of All Funds
54.78%
Holding in Top 10
156
Holding in Top 10 Change
-53
Holding in Top 10 Change %
-25.36%
% of All Funds
3.45%
New
120
Increased
1,108
Reduced
1,089
Closed
179
Calls
$1.63B
Puts
$1.97B
Net Calls
-$340M
Net Calls Change
-$1.95B

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$536M
2
Charles Schwab
Charles Schwab
California
+$364M
3
Renaissance Technologies
Renaissance Technologies
New York
+$299M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$232M
5
Newport Trust Company
Newport Trust Company
District of Columbia
+$181M

Top Sellers

1
BlackRock
BlackRock
New York
-$561M
2
CS
Credit Suisse
Switzerland
-$423M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$411M
4
Morgan Stanley
Morgan Stanley
New York
-$383M
5
CSIA
Charles Schwab Investment Advisory
California
-$342M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
2226
Tradewinds Capital Management
Washington
$264K -$29.3K -1,330 -10%
FCT
2227
Family Capital Trust
Massachusetts
$264K – – –
TCBWMS
2228
Texas Capital Bank Wealth Management Services
Texas
$263K -$4.85K -220 -2%
WCM
2229
Wisconsin Capital Management
Wisconsin
$262K +$43.7K +1,986 +20%
CAGAS
2230
Capital Advisory Group Advisory Services
Minnesota
$260K -$36.1K -1,637 -12%
RPG
2231
Resource Planning Group
Georgia
$260K -$26.2K -1,189 -9%
Aristotle Capital Management
2232
Aristotle Capital Management
California
$259K -$989 -45 -0.4%
ACM
2233
Ashford Capital Management
Delaware
$259K +$858 +39 +0.3%
FBFS
2234
First Business Financial Services
Wisconsin
$259K +$74.9K +3,394 +41%
1W
2235
1776 Wealth
Georgia
$259K +$131K +5,125 +103%
OWA
2236
One Wealth Advisors
California
$259K +$259K +11,748 New
SFG
2237
SNS Financial Group
Minnesota
$258K -$104K -4,700 -29%
CA
2238
CapWealth Advisors
Tennessee
$258K – – –
WA
2239
WP Advisors
California
$258K +$7.8K +354 +3%
RWA
2240
Redhawk Wealth Advisors
Minnesota
$257K -$14.3K -650 -5%
EFL
2241
ERn Financial LLC
Wisconsin
$257K -$10.8K -492 -4%
PWM
2242
Peterson Wealth Management
Nevada
$256K -$14.6K -662 -5%
MFGP
2243
Marshall Financial Group (Pennsylvania)
Pennsylvania
$256K – – –
WKWM
2244
Walter & Keenan Wealth Management
Indiana
$255K -$1.65M -77,700 -87%
AMCA
2245
Arthur M. Cohen & Associates
Illinois
$255K +$42.9K +2,026 +20%
AWM
2246
Altus Wealth Management
Kentucky
$254K -$12.7K -575 -5%
Wealth Enhancement Advisory Services
2247
Wealth Enhancement Advisory Services
Minnesota
$253K -$2.29M -98,683 -90%
PIG
2248
Pantheon Investment Group
California
$252K – – –
PFS
2249
Physicians Financial Services
North Carolina
$250K -$5.84K -265 -2%
CFA
2250
Capstone Financial Advisors
Illinois
$249K -$13.4K -607 -5%
88 89
90
91 92