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2,173 hedge funds and large institutions have $134B invested in AT&T in 2017 Q4 according to their latest regulatory filings, with 284 funds opening new positions, 829 increasing their positions, 914 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 284 | Existing positions closed: 71

10% more funds holding

Funds holding: 1,9782,173 (+195)

0% more call options, than puts

Call options by funds: $4.98B | Put options by funds: $4.96B

0.66% less ownership

Funds ownership: 75.1%74.44% (-0.66%)

2% less capital invested

Capital invested by funds: $136B → $134B (-$2.29B)

9% less repeat investments, than reductions

Existing positions increased: 829 | Existing positions reduced: 914

14% less funds holding in top 10

Funds holding in top 10: 175151 (-24)

Holders
2,173
Holders Change
+195
Holders Change %
+9.86%
% of All Funds
49.27%
Holding in Top 10
151
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-13.71%
% of All Funds
3.42%
New
284
Increased
829
Reduced
914
Closed
71
Calls
$4.98B
Puts
$4.96B
Net Calls
+$12.5M
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$17.1B +$154M +5,627,484 +1%
BlackRock
2
BlackRock
New York
$14.7B +$73.9M +2,705,557 +0.5%
State Street
3
State Street
Massachusetts
$9.82B +$89.4M +3,272,766 +1%
Newport Trust Company
4
Newport Trust Company
District of Columbia
$7.95B +$7.39B +270,665,685 New
Northern Trust
5
Northern Trust
Illinois
$2.93B -$54.9M -2,011,947 -2%
Bank of America
6
Bank of America
North Carolina
$2.87B -$480M -17,577,547 -15%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$2.71B +$48.1M +1,760,531 +2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$2.56B -$70.9M -2,595,359 -3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.51B +$67.4M +2,469,759 +3%
Norges Bank
10
Norges Bank
Norway
$2.28B +$140M +5,138,822 +7%
Morgan Stanley
11
Morgan Stanley
New York
$2.03B +$247M +9,053,439 +15%
Wells Fargo
12
Wells Fargo
California
$2B +$42.2M +1,543,877 +2%
Capital Research Global Investors
13
Capital Research Global Investors
California
$1.94B -$484K -17,735 -0%
Ameriprise
14
Ameriprise
Minnesota
$1.76B -$145M -5,306,002 -8%
Goldman Sachs
15
Goldman Sachs
New York
$1.61B +$292M +10,681,250 +24%
Legal & General Group
16
Legal & General Group
United Kingdom
$1.47B -$36.3M -1,327,625 -3%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$1.43B -$185M -6,788,041 -12%
Invesco
18
Invesco
Georgia
$1.27B -$32.7M -1,195,897 -3%
State Farm Mutual Automobile Insurance
19
State Farm Mutual Automobile Insurance
Illinois
$1.16B
Federated Hermes
20
Federated Hermes
Pennsylvania
$1.14B +$51.9M +1,899,556 +5%
JP Morgan Chase
21
JP Morgan Chase
New York
$1.1B -$124M -4,534,993 -11%
Deutsche Bank
22
Deutsche Bank
Germany
$987M -$41.4M -1,514,847 -4%
Nordea Investment Management
23
Nordea Investment Management
Sweden
$977M +$72.7M +2,663,518 +9%
Charles Schwab
24
Charles Schwab
California
$971M +$33.9M +1,240,626 +4%
Capital World Investors
25
Capital World Investors
California
$954M -$521M -19,082,559 -37%

T Hedge Fund Activity: Q4 2017 in Review

2,173 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2017, worth a combined $134B — down 1.7% from $136B a quarter earlier.

Buyers outnumbered sellers: 284 funds opened new T positions and 71 closed out — a net gain of 213 holders — while 829 added to existing stakes and 914 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $334M. The largest seller was Capital World Investors, cutting an estimated $521M.

  • 2,173 institutional investors held AT&T (T) as of Q4 2017, up from 1,978 in Q3 2017.
  • Funds reported $134B of AT&T stock for Q4 2017, down 1.7% quarter-over-quarter.
  • 284 funds opened new AT&T positions in Q4 2017 and 71 closed out, a net change of +213 holders.
  • The largest AT&T buyer in Q4 2017 was Lazard Asset Management, an estimated $334M added.
  • The largest AT&T seller in Q4 2017 was Capital World Investors, an estimated $521M sold.

Based on aggregated 13F filings for Q4 2017.