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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 %
AW
2426
Avion Wealth
Texas
$35K +$35K +1,610 New
SFA
2427
Semmax Financial Advisors
North Carolina
$34K +$304 +14 +0.9%
HFM
2428
Harvest Fund Management
China
$34K +$34K +1,565 New
CWA
2429
Core Wealth Advisors
Florida
$30K – – –
GC
2430
Grace Capital
Massachusetts
$29K – – –
DI
2431
Disciplined Investments
Oklahoma
$29K +$813 +37 +3%
CIAS
2432
CBIZ Investment Advisory Services
Ohio
$28K -$13K – –
HS
2433
Horan Securities
United States
$28K +$28K +1,266 New
HF
2434
Halpern Financial
Virginia
$27.5K +$27.5K +1,247 New
LSA
2435
Lion Street Advisors
Texas
$27K +$27K +1,221 New
ACM
2436
AUA Capital Management
Pennsylvania
$26K – – –
CCM
2437
Copeland Capital Management
Pennsylvania
$24K – – –
TFA
2438
Toth Financial Advisory
Virginia
$23K -$49.7K -2,272 -68%
FEG
2439
Financial Enhancement Group
Indiana
$23K – – –
PC
2440
Permanens Capital
New York
$23K – – –
BCM
2441
Bourgeon Capital Management
Connecticut
$22K -$12.8K -577 -37%
WAM
2442
Wolverine Asset Management
Illinois
$22K +$22K +1,034 New
NCM
2443
New Capital Management
Texas
$21K -$63K -2,920 -75%
JWM
2444
Janiczek Wealth Management
Colorado
$21K – – –
TVWM
2445
Tower View Wealth Management
Wisconsin
$20K +$4.2K +194 +27%
AP
2446
Atwood & Palmer
Missouri
$20K +$9.13K +417 +84%
TA
2447
Thor Advisors
New York
$20K +$20K +922 New
CDIA
2448
Capital Directions Investment Advisors
Georgia
$15K -$114K -5,031 -88%
MAM
2449
Marquette Asset Management
Minnesota
$15K – – –
AWMS
2450
Advocacy Wealth Management Services
Georgia
$14K – – –
96 97
98
99 100