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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 %
WLPWM
2451
Walled Lake Planning & Wealth Management
Illinois
$13K +$2.46K +109 +23%
FA
2452
Fortis Advisors
Pennsylvania
$13K +$13K +581 New
FGAM
2453
Financial Gravity Asset Management
Texas
$12.6K -$4.48K -2,427 -26%
TCCM
2454
Timber Creek Capital Management
Massachusetts
$11K – – –
LWA
2455
Lenox Wealth Advisors
New York
$10K -$39.4K -1,831 -80%
VEA
2456
Virtus ETF Advisers
New York
$10K +$10K +471 New
LGWM
2457
Litman Gregory Wealth Management
California
$9K -$24.5K -1,138 -73%
KIG
2458
Kessler Investment Group
Indiana
$9K – – –
IFA
2459
Interactive Financial Advisors
Illinois
$9K – – –
CPA
2460
Cowen Prime Advisors
New York
$9K +$2.8K +133 +45%
OAM
2461
Optimal Asset Management
California
$8.01K +$4.44K +201,461 +124%
OAJ
2462
Ogorek Anthony Joseph
New York
$8K – – –
VCS
2463
Vaughan & Co Securities
New Jersey
$7.29K -$3.21K -146 -31%
SGAM
2464
Smith Group Asset Management
Texas
$6K – – –
DTIM
2465
Danda Trouve Investment Management
Kansas
$6K +$89 +4 +2%
TI
2466
tru Independence
Oregon
$5.69K -$5.33K -241,975 -48%
GKIM
2467
GW&K Investment Management
Massachusetts
$5K -$22M -933,193 -100%
MIM
2468
Macroview Investment Management
Maryland
$5K – – –
CMA
2469
Cedar Mountain Advisors
Oregon
$5K +$336 +16 +7%
AP
2470
Arlington Partners
Alabama
$4K -$27.3K -1,155 -87%
CAM
2471
CenterStar Asset Management
Illinois
$4K -$146K – –
UFF
2472
USA Financial Formulas
Michigan
$3K -$1.56M -68,496 -100%
CAM
2473
ClariVest Asset Management
California
$3K – – –
FCH
2474
Freestone Capital Holdings
Washington
$2.27K +$240 +10,915 +12%
NL
2475
NWAM LLC
Washington
$2.23K +$495 +22,503 +28%
97 98
99
100 101