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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
NEIRG
2426
New England Investment & Retirement Group
Massachusetts
$225K -$3.93K -136 -2%
MC
2427
Matisse Capital
Oregon
$225K +$4.79K +166 +2%
RPGK
2428
Retirement Planning Group (Kansas)
Kansas
$224K +$15.1K +524 +7%
CIA
2429
Compass Ion Advisors
Pennsylvania
$224K +$219K +7,581 New
TCM
2430
Traynor Capital Management
Pennsylvania
$224K +$219K +7,601 New
AIM
2431
Axiom Investment Management
New York
$223K -$2.19M -75,739 -91%
MAM
2432
Marotta Asset Management
Virginia
$222K +$230K +7,963 New
RPA
2433
Rock Point Advisors
Vermont
$221K -$75K -2,596 -26%
GGI
2434
Godsey & Gibb Inc
Virginia
$221K -$7.02K -243 -3%
NF
2435
Nikulski Financial
Iowa
$221K +$228K +7,892 New
LFS
2436
Legacy Financial Strategies
Kansas
$217K +$953 +33 +0.5%
PH
2437
Pinnacle Holdings
Oklahoma
$215K -$4.22K -146 -2%
EWA
2438
ERTS Wealth Advisors
Michigan
$215K
RCS
2439
Retirement Capital Strategies
California
$215K
NA
2440
Nottingham Advisors
New York
$215K +$433 +15 +0.2%
HI
2441
Human Investing
Oregon
$214K -$42.9K -1,484 -17%
SBWIC
2442
Schaper Benz & Wise Investment Counsel
Wisconsin
$214K -$11.5K -397 -5%
CWM
2443
CCG Wealth Management
California
$214K +$6.53K +226 +3%
NWS
2444
Newport Wealth Strategies
California
$214K +$208K +7,204 New
PCMC
2445
Private Capital Management (Colorado)
Colorado
$213K
CHP
2446
Cable Hill Partners
Oregon
$213K +$208K +7,204 New
PAIM
2447
Punch & Associates Investment Management
Minnesota
$213K +$209K +7,232 New
GCA
2448
Greenwood Capital Associates
South Carolina
$212K -$23K -797 -10%
ACH
2449
ArrowMark Colorado Holdings
Colorado
$212K
BC
2450
Brio Consultants
California
$212K +$924 +32 +0.4%

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.