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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
CIAS
2451
CBIZ Investment Advisory Services
Ohio
$9K
IFA
2452
Interactive Financial Advisors
Illinois
$9K
KIG
2453
Kessler Investment Group
Indiana
$9K
OAJ
2454
Ogorek Anthony Joseph
New York
$8K
IF
2455
Ironwood Financial
Arizona
$7K +$6.76K +297 New
SGAM
2456
Smith Group Asset Management
Texas
$6K
MA
2457
Modus Advisors
Minnesota
$6K +$6.04K +265 New
TWP
2458
TFO Wealth Partners
Ohio
$6K +$6.04K +265 New
TI
2459
tru Independence
Oregon
$5.77K -$127K -5,555 -2%
CMA
2460
Cedar Mountain Advisors
Oregon
$5K
MIM
2461
Macroview Investment Management
Maryland
$5K
WAMC
2462
Western Asset Management Company
California
$5K +$4.12K +181 New
JG
2463
Jefferies Group
New York
$4.8K -$8.66M -380,044 -64%
AP
2464
Arlington Partners
Alabama
$4K
UFF
2465
USA Financial Formulas
Michigan
$4K +$1.21K +53 +40%
TVWM
2466
Tower View Wealth Management
Wisconsin
$3K -$17.7K -778 -84%
CAM
2467
ClariVest Asset Management
California
$3K
LB
2468
Legacy Bridge
Iowa
$3K
CWAF
2469
Core Wealth Advisors (Florida)
Florida
$2K -$28.9K -1,271 -93%
FCH
2470
Freestone Capital Holdings
Washington
$1.98K -$374K -16,412 -16%
FIA
2471
FNY Investment Advisers
New York
$1K +$1.5K +66 New
MWA
2472
MFA Wealth Advisors
Pennsylvania
$695 +$683 +30 New
FI
2473
Financial Insights
Washington
$222
FMI
2474
Factory Mutual Insurance
Massachusetts
-$58.4M -2,654,519 Closed
QI
2475
QV Investors
Alberta, Canada
-$35.1M -1,595,305 Closed

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.