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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
WAM
2251
Watermark Asset Management
California
$40K +$7.71K +307 +23%
BAMG
2252
Brand Asset Management Group
Missouri
$40K +$41.6K +1,656 New
AC
2253
Avestar Capital
New York
$37K +$3.29K +131 +8%
PHK
2254
Point72 Hong Kong
Hong Kong
$37K +$38.8K +1,545 New
SPL
2255
Smart Portfolios LLC
Washington
$36K
FEG
2256
Financial Enhancement Group
Indiana
$35K
BCM
2257
Brasada Capital Management
Texas
$33K +$34.1K +1,357 New
CCMW
2258
Cypress Capital Management (Wyoming)
Wyoming
$32K
PS
2259
Portfolio Strategies
New York
$32K +$50 +2 +0.2%
SQA
2260
Simon Quick Advisors
New Jersey
$30K -$10.3K -409 -25%
CIM
2261
Contravisory Investment Management
Massachusetts
$29K +$9.84K +392 +49%
CWM
2262
Cranbrook Wealth Management
Michigan
$29K +$17.1K +683 +133%
ACM
2263
AUA Capital Management
Pennsylvania
$28K +$29.4K +1,172 New
AP
2264
Arlington Partners
Alabama
$27K -$2.31K -92 -8%
BL
2265
Balentine LLC
Georgia
$26K +$26.6K +1,061 New
RWML
2266
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$24.1K +$2.99K +119 +14%
RAM
2267
Riggs Asset Management
Pennsylvania
$24K +$8.56K +341 +51%
TCCM
2268
Timber Creek Capital Management
Massachusetts
$21K
SFA
2269
Spectrum Financial Alliance
Kentucky
$20K -$3.31K -132 -13%
BBA
2270
Braun-Bostich & Associates
Pennsylvania
$19K -$107K -4,282 -84%
CC
2271
Cornerstone Capital
California
$18K -$9.21K -367 -0.9%
BC
2272
Barnett & Company
Tennessee
$18K +$18.5K +736 New
NIM
2273
NuWave Investment Management
New Jersey
$18K +$18.8K +749 New
WA
2274
WealthTrust-Arizona
Arizona
$15K -$4.04K -161 -21%
OAJ
2275
Ogorek Anthony Joseph
New York
$15K

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.