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2,469 hedge funds and large institutions have $116B invested in AT&T in 2020 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 1,034 increasing their positions, 1,104 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 128

1% more capital invested

Capital invested by funds: $115B → $116B (+$1.08B)

1% less funds holding

Funds holding: 2,4882,469 (-19)

6% less repeat investments, than reductions

Existing positions increased: 1,034 | Existing positions reduced: 1,104

1.47% less ownership

Funds ownership: 72.93%71.46% (-1.5%)

27% less funds holding in top 10

Funds holding in top 10: 157115 (-42)

27% less call options, than puts

Call options by funds: $1.61B | Put options by funds: $2.2B

Holders
2,469
Holders Change
-19
Holders Change %
-0.76%
% of All Funds
50.63%
Holding in Top 10
115
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-26.75%
% of All Funds
2.36%
New
134
Increased
1,034
Reduced
1,104
Closed
128
Calls
$1.61B
Puts
$2.2B
Net Calls
-$594M
Net Calls Change
-$253M
Name Holding Trade Value Shares
Change
Change in
Stake
UWPG
2326
Ullmann Wealth Partners Group
Florida
$204K -$12.1K -531 -6%
SL
2327
Savior LLC
Massachusetts
$204K -$5.63K -247 -3%
CWM
2328
Cabot Wealth Management
Massachusetts
$204K +$204K +8,969 New
BONST
2329
Bank of Nova Scotia Trust
Ontario, Canada
$203K +$202K +8,871 New
BWP
2330
BSW Wealth Partners
Colorado
$203K +$203K +8,895 New
RC
2331
Reik & Co
New York
$202K +$202K +8,850 New
BFWA
2332
Benchmark Financial Wealth Advisors
Florida
$201K +$200K +8,786 New
AIFAIM
2333
American Institute for Advanced Investment Management
Arizona
$201K +$201K +8,824 New
VCM
2334
Versant Capital Management
Arizona
$197K -$33K -1,448 -14%
BCA
2335
Bray Capital Advisors
Florida
$196K
BCM
2336
Blume Capital Management
California
$192K -$15.1K -662 -7%
APW
2337
Acima Private Wealth
Virginia
$192K
CAM
2338
CenterStar Asset Management
Illinois
$186K
AAIM
2339
Asset Advisors Investment Management
Georgia
$182K +$181K +7,952 New
RWB
2340
RMR Wealth Builders
New Jersey
$182K +$182K +7,982 New
PP
2341
PrairieView Partners
Minnesota
$181K -$12.8K -564 -7%
LWA
2342
Lenox Wealth Advisors
New York
$180K +$169K +7,433 +1,598%
HGWM
2343
Harvest Group Wealth Management
Massachusetts
$178K -$10.9K -477 -6%
WAM
2344
Wolverine Asset Management
Illinois
$171K +$147K +6,474 +626%
PBF
2345
Petix & Botte Financial
California
$169K +$115K +5,061 +52%
HWA
2346
Heritage Wealth Advisors
Virginia
$167K -$22.3K -980 -12%
RWG
2347
Regal Wealth Group
California
$167K +$37.4K +1,643 +29%
TIM
2348
Tortoise Investment Management
New York
$166K -$13.3K -585 -7%
RCS
2349
Retirement Capital Strategies
California
$166K +$166K +7,273 New
QT
2350
Quantbot Technologies
New York
$165K -$1.32M -58,047 -89%

T Hedge Fund Activity: Q2 2020 in Review

2,469 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2020, worth a combined $116B — up 0.94% from $115B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new T positions and 128 closed out — a net gain of 6 holders — while 1,034 added to existing stakes and 1,104 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $774M. The largest seller was Vanguard Group, cutting an estimated $774M.

  • 2,469 institutional investors held AT&T (T) as of Q2 2020, down from 2,488 in Q1 2020.
  • Funds reported $116B of AT&T stock for Q2 2020, up 0.94% quarter-over-quarter.
  • 134 funds opened new AT&T positions in Q2 2020 and 128 closed out, a net change of +6 holders.
  • The largest AT&T buyer in Q2 2020 was Nordea Investment Management, an estimated $774M added.
  • The largest AT&T seller in Q2 2020 was Vanguard Group, an estimated $774M sold.

Based on aggregated 13F filings for Q2 2020.