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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 %
SSWG
2376
Seven Springs Wealth Group
Tennessee
$116K -$21.8K -993 -16%
WIM
2377
Westside Investment Management
California
$113K +$113K +21,081 New
TCM
2378
TD Capital Management
Tennessee
$111K -$30.4K -1,384 -21%
WCM
2379
Wealthcare Capital Management
Virginia
$108K -$12.2K -556 -10%
BWA
2380
Burt Wealth Advisors
Maryland
$105K -$2.02K -92 -2%
GSC
2381
G&S Capital
Colorado
$105K +$241 +11 +0.2%
AP
2382
Adero Partners
California
$105K +$105K +4,776 New
FPFS
2383
First Personal Financial Services
North Carolina
$104K -$17.4K -793 -14%
FWM
2384
Filbrandt Wealth Management
Wisconsin
$103K – – –
JFA
2385
JNBA Financial Advisors
Minnesota
$101K -$8.67K -394 -8%
EARNEST Partners
2386
EARNEST Partners
Georgia
$101K – – –
LWA
2387
Lowe Wealth Advisors
Maryland
$101K +$11.6K +529 +13%
NEAM
2388
New England Asset Management
Connecticut
$99K – – –
WOC
2389
West Oak Capital
California
$98K -$8.8K -398 -8%
ECM
2390
EII Capital Management
New York
$97K – – –
CAL
2391
Capital Advisors Ltd
Ohio
$97K – – –
LWS
2392
Lucia Wealth Services
California
$97K +$72.8K +3,295 +301%
RFWA
2393
RPg Family Wealth Advisory
Massachusetts
$93.3K +$440 +20 +0.5%
POIA
2394
Pin Oak Investment Advisors
Texas
$93K – – –
AW
2395
Alpha Windward
Massachusetts
$91K – – –
SFFS
2396
Stonehage Fleming Financial Services
Jersey
$88K – – –
MWA
2397
Moser Wealth Advisors
Washington
$87K – – –
HI
2398
Human Investing
Oregon
$81K -$77.5K -3,540 -49%
BSG
2399
Black Swift Group
Colorado
$80K +$80K +3,637 New
SIAS
2400
Shine Investment Advisory Services
Colorado
$75K – – –
94 95
96
97 98