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2,314 hedge funds and large institutions have $124B invested in AT&T in 2019 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 1,150 increasing their positions, 875 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 1,150 | Existing positions reduced: 875

10% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 115

10% more capital invested

Capital invested by funds: $112B → $124B (+$11.4B)

10% more funds holding in top 10

Funds holding in top 10: 122134 (+12)

4% more call options, than puts

Call options by funds: $1.84B | Put options by funds: $1.77B

0.56% less ownership

Funds ownership: 72.37%71.81% (-0.56%)

1% less funds holding

Funds holding: 2,3282,314 (-14)

Holders
2,314
Holders Change
-14
Holders Change %
-0.6%
% of All Funds
50.09%
Holding in Top 10
134
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+9.84%
% of All Funds
2.9%
New
127
Increased
1,150
Reduced
875
Closed
115
Calls
$1.84B
Puts
$1.77B
Net Calls
+$67.8M
Net Calls Change
+$628M
Name Holding Trade Value Shares
Change
Change in
Stake
AFIA
2251
America First Investment Advisors
Nebraska
$63K
FA
2252
Financial Advantage
Maryland
$60K -$77.8K -3,380 -57%
PWM
2253
PRW Wealth Management
Massachusetts
$59K -$69 -3 -0.1%
RBC
2254
Roble Belko & Company
Pennsylvania
$59K +$49.3K +2,142 +624%
IFA
2255
Interactive Financial Advisors
Illinois
$56K +$54.8K +2,383 New
CF
2256
Centaurus Financial
California
$54.2K +$10.1K +441 +24%
FMTCOCP
2257
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$54K +$27.3K +1,185 +109%
BDWM
2258
Brewin Dolphin Wealth Management
Ireland
$53.6K
SFG
2259
Sage Financial Group
Pennsylvania
$53K
SCA
2260
Stuart Chaussee & Associates
California
$53K +$51K +2,218 New
SPL
2261
Smart Portfolios LLC
Washington
$51K
CWM
2262
Cranbrook Wealth Management
Michigan
$50K
HIIFS
2263
Harel Insurance Investments & Financial Services
Israel
$49K -$491K -21,341 -91%
CAL
2264
Capital Advisors Ltd
Ohio
$48K
RWG
2265
Regal Wealth Group
California
$48K +$805 +35 +2%
BL
2266
Balentine LLC
Georgia
$46K +$14.4K +628 +48%
TAIM
2267
TD Ameritrade Investment Management
Nebraska
$44K -$55.6K -2,416 -57%
AIM
2268
Arcadia Investment Management
Michigan
$44K
SL
2269
Salomon & Ludwin
Virginia
$43K -$10.3K -447 -20%
GT
2270
Glenmede Trust
Pennsylvania
$42.4K -$21M -911,832 -34%
SHIM
2271
Stone House Investment Management
Pennsylvania
$41K +$39.5K +1,715 New
AP
2272
Arlington Partners
Alabama
$40K +$8.44K +367 +28%
BBA
2273
Braun-Bostich & Associates
Pennsylvania
$39K +$27.6K +1,198 +262%
WOC
2274
West Oak Capital
California
$38K
EI
2275
Ellevest Inc
New York
$38K +$3.82K +166 +12%

T Hedge Fund Activity: Q1 2019 in Review

2,314 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2019, worth a combined $124B — up 10% from $112B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new T positions and 115 closed out — a net gain of 12 holders — while 1,150 added to existing stakes and 875 trimmed.

The largest buyer was State Street, adding an estimated $550M. The largest seller was T. Rowe Price Associates, cutting an estimated $490M.

  • 2,314 institutional investors held AT&T (T) as of Q1 2019, down from 2,328 in Q4 2018.
  • Funds reported $124B of AT&T stock for Q1 2019, up 10% quarter-over-quarter.
  • 127 funds opened new AT&T positions in Q1 2019 and 115 closed out, a net change of +12 holders.
  • The largest AT&T buyer in Q1 2019 was State Street, an estimated $550M added.
  • The largest AT&T seller in Q1 2019 was T. Rowe Price Associates, an estimated $490M sold.

Based on aggregated 13F filings for Q1 2019.