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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
AIS
2301
American Investment Services
Massachusetts
$321K +$4.27K +148 +1%
AWA
2302
Alaska Wealth Advisors
Alaska
$319K +$312K +10,818 New
SAG
2303
Spotlight Asset Group
Illinois
$319K +$397K +13,764 New
AIM
2304
Aspen Investment Management
Michigan
$317K +$1.04K +36 +0.3%
AWC
2305
Abundance Wealth Counselors
Pennsylvania
$316K -$5.75K -199 -2%
RHJA
2306
Rice Hall James & Associates
California
$315K -$27.3K -944 -8%
BC
2307
Barnett & Company
Tennessee
$315K +$39.8K +1,377 +15%
LFASL
2308
Lugano Financial Advisors SA (LFA)
Switzerland
$315K +$308K +10,681 New
NQWM
2309
Northwest Quadrant Wealth Management
Oregon
$313K -$87.7K -3,036 -22%
HRC
2310
Hoertkorn Richard Charles
$313K
BFP
2311
Briaud Financial Planning
Texas
$313K +$306K +10,612 New
UC
2312
Unio Capital
New Jersey
$309K -$11.5K -397 -4%
PCA
2313
Peddock Capital Advisors
Massachusetts
$308K
HWA
2314
Heritage Wealth Advisors
Virginia
$308K +$30.9K +1,069 +11%
RHP
2315
Royal Harbor Partners
Texas
$307K +$300K +10,392 New
IFS
2316
Ifrah Financial Services
Arkansas
$306K -$132K -4,555 -31%
OBGC
2317
O'Brien Greene & Co
Pennsylvania
$306K
BWM
2318
Benchmark Wealth Management
Connecticut
$306K +$300K +10,383 New
RIS
2319
Retirement Income Solutions
Michigan
$300K -$70.5K -2,442 -19%
RCA
2320
Reitz Capital Advisors
Michigan
$300K +$89K +3,082 +44%
SIP
2321
Stoneridge Investment Partners
Pennsylvania
$299K -$1.1M -38,122 -79%
SWP
2322
Strategic Wealth Partners
Ohio
$299K -$40.6K -1,407 -12%
GSWM
2323
Golden State Wealth Management
California
$298K -$635K -22,001 -69%
TIM
2324
Total Investment Management
Arizona
$298K -$17.9K -621 -6%
LB
2325
Landmark Bank
Missouri
$297K -$10.8K -373 -4%

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.