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2,587 hedge funds and large institutions have $158B invested in AT&T in 2019 Q4 according to their latest regulatory filings, with 346 funds opening new positions, 1,092 increasing their positions, 949 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more first-time investments, than exits

New positions opened: 346 | Existing positions closed: 74

58% more call options, than puts

Call options by funds: $4.4B | Put options by funds: $2.79B

15% more repeat investments, than reductions

Existing positions increased: 1,092 | Existing positions reduced: 949

10% more funds holding

Funds holding: 2,3522,587 (+235)

4% more capital invested

Capital invested by funds: $151B → $158B (+$6.56B)

0.75% more ownership

Funds ownership: 72.53%73.28% (+0.75%)

2% less funds holding in top 10

Funds holding in top 10: 214209 (-5)

Holders
2,587
Holders Change
+235
Holders Change %
+9.99%
% of All Funds
50.97%
Holding in Top 10
209
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.34%
% of All Funds
4.12%
New
346
Increased
1,092
Reduced
949
Closed
74
Calls
$4.4B
Puts
$2.79B
Net Calls
+$1.61B
Net Calls Change
+$1.54B
Name Holding Trade Value Shares
Change
Change in
Stake
TCBWMS
2251
Texas Capital Bank Wealth Management Services
Texas
$359K +$351K +12,156 New
MIH
2252
Meitav Investment House
Israel
$358K
AWM
2253
Altus Wealth Management
Kentucky
$358K +$350K +12,119 New
SPP
2254
Single Point Partners
Massachusetts
$357K +$349K +12,089 New
BWP
2255
Baldwin Wealth Partners
Massachusetts
$356K +$28.6K +992 +9%
BAM
2256
Bellevue Asset Management
Washington
$356K +$348K +12,052 New
FPB
2257
First PREMIER Bank
South Dakota
$354K -$7.65K -265 -2%
HFP
2258
Holistic Financial Partners
Indiana
$354K
AA
2259
AF Advisors
California
$354K +$347K +12,009 New
PWM
2260
Peterson Wealth Management
Nevada
$354K +$355K +12,304 New
RCA
2261
Rowland Carmichael Advisors
Arizona
$352K -$40.7K -1,410 -11%
JAWM
2262
J. Arnold Wealth Management
Ohio
$352K +$344K +11,920 New
WW
2263
Westshore Wealth
California
$352K +$345K +11,940 New
CFA
2264
Capstone Financial Advisors
Illinois
$351K +$22.7K +786 +7%
KFS
2265
Kelly Financial Services
Massachusetts
$351K +$7.83K +271 +2%
MTC
2266
McDaniel Terry & Co
Texas
$350K +$4.91K +170 +1%
Aristotle Capital Management
2267
Aristotle Capital Management
California
$349K -$9.01K -312 -3%
HA
2268
Harborview Advisors
Maine
$348K -$10.6K -368 -3%
PWA
2269
Physician Wealth Advisors
Utah
$348K
MWM
2270
MBE Wealth Management
Wisconsin
$347K +$340K +11,761 New
CA
2271
CapWealth Advisors
Tennessee
$346K
NWA
2272
New World Advisors
Massachusetts
$346K
ACM
2273
Ashford Capital Management
Delaware
$346K +$3.46K +120 +1%
DA
2274
Doliver Advisors
Texas
$345K -$87.3K -3,022 -21%
CM
2275
Columbus Macro
Pennsylvania
$344K +$336K +11,651 New

T Hedge Fund Activity: Q4 2019 in Review

2,587 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2019, worth a combined $158B — up 4.3% from $151B a quarter earlier.

Buyers outnumbered sellers: 346 funds opened new T positions and 74 closed out — a net gain of 272 holders — while 1,092 added to existing stakes and 949 trimmed.

The largest buyer was BlackRock, adding an estimated $714M. The largest seller was Fidelity Investments, cutting an estimated $448M.

  • 2,587 institutional investors held AT&T (T) as of Q4 2019, up from 2,352 in Q3 2019.
  • Funds reported $158B of AT&T stock for Q4 2019, up 4.3% quarter-over-quarter.
  • 346 funds opened new AT&T positions in Q4 2019 and 74 closed out, a net change of +272 holders.
  • The largest AT&T buyer in Q4 2019 was BlackRock, an estimated $714M added.
  • The largest AT&T seller in Q4 2019 was Fidelity Investments, an estimated $448M sold.

Based on aggregated 13F filings for Q4 2019.