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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
SFA
2426
Semmax Financial Advisors
North Carolina
$34K -$1.25K -55 -4%
HS
2427
Horan Securities
United States
$34K +$5.4K +237 +19%
DI
2428
Disciplined Investments
Oklahoma
$30K
GC
2429
Grace Capital
Massachusetts
$30K
SMG
2430
Spectrum Management Group
Indiana
$29K -$1.89M -83,041 -99%
ACM
2431
AUA Capital Management
Pennsylvania
$27K
BC
2432
Barnett & Company
Tennessee
$26K -$326K -14,325 -93%
PAIM
2433
Punch & Associates Investment Management
Minnesota
$25K -$106K -4,672 -81%
CCM
2434
Copeland Capital Management
Pennsylvania
$25K
HF
2435
Halpern Financial
Virginia
$23.5K -$4.96K -218 -17%
TFA
2436
Toth Financial Advisory
Virginia
$23K -$569 -25 -2%
PC
2437
Permanens Capital
New York
$23K
NCM
2438
New Capital Management
Texas
$22K
FEG
2439
Financial Enhancement Group
Indiana
$21K -$2.8K -123 -12%
BCM
2440
Bourgeon Capital Management
Connecticut
$21K -$1.16K -51 -5%
AP
2441
Atwood & Palmer
Missouri
$21K
MAM
2442
Marquette Asset Management
Minnesota
$16K
MC
2443
Maverick Capital
Texas
$13K +$13K +569 New
TCCM
2444
Timber Creek Capital Management
Massachusetts
$12K
WLPWM
2445
Walled Lake Planning & Wealth Management
Illinois
$11K -$2.3K -101 -18%
CQS
2446
Credential Qtrade Securities
$10.8K -$524K -23,022 -98%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2447
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10K -$29.2K -1,283 -75%
VEA
2448
Virtus ETF Advisers
New York
$10K -$797 -35 -7%
CPA
2449
Cowen Prime Advisors
New York
$10K +$4.51K +198 +46%
AWMS
2450
Advocacy Wealth Management Services
Georgia
$9K -$6.04K -265 -41%

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.