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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 %
VCM
2301
Versant Capital Management
Arizona
$222K +$6.55K +298 +3%
BWL
2302
Bogart Wealth LLC
Virginia
$221K -$61.6K -2,801 -22%
CA
2303
Crumly & Associates
Illinois
$221K +$49.6K +2,258 +29%
LPWM
2304
Lake Point Wealth Management
Texas
$220K +$2.64K +120 +1%
M
2305
Mirova
France
$219K -$93.6K -4,245 -30%
HCA
2306
Harbour Capital Advisors
Virginia
$219K – – –
EC
2307
EJF Capital
Virginia
$219K +$219K +9,930 New
HIM
2308
Hanlon Investment Management
New Jersey
$218K -$1.01K -46 -0.5%
IA
2309
IFG Advisors
Missouri
$218K – – –
Jacobs Levy Equity Management
2310
Jacobs Levy Equity Management
New Jersey
$217K +$217K +9,865 New
PBF
2311
Petix & Botte Financial
California
$216K -$1.59K -72 -0.7%
FCMC
2312
Founders Capital Management (Connecticut)
Connecticut
$216K -$880 -40 -0.4%
SCM
2313
Shapiro Capital Management
Georgia
$214K -$77M -3,497,509 -100%
CAM
2314
Congress Asset Management
Massachusetts
$212K -$108K -4,907 -34%
Rafferty Asset Management
2315
Rafferty Asset Management
New York
$212K -$31.9K -1,446 -13%
GWM
2316
Greenwich Wealth Management
Connecticut
$212K +$20.6K +935 +11%
S
2317
Seeyond
France
$211K -$45.3K -28,712 -18%
IGGA
2318
Iron Gate Global Advisors
Utah
$211K -$35.2K -1,600 -14%
ETS
2319
ESL Trust Services
New York
$211K – – –
MAP
2320
Managed Asset Portfolios
Michigan
$211K +$211K +9,569 New
KFA
2321
Kelleher Financial Advisors
New York
$211K +$211K +9,586 New
CPR
2322
CSU Producer Resources
Ohio
$210K – – –
RCWMU
2323
Rothschild & Co Wealth Management (UK)
United Kingdom
$209K – – –
FVWA
2324
Foster Victor Wealth Advisors
South Carolina
$208K -$50.9K -2,250 -20%
UWPG
2325
Ullmann Wealth Partners Group
Florida
$208K +$14.5K +660 +7%
91 92
93
94 95