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2,302 hedge funds and large institutions have $130B invested in AT&T in 2018 Q2 according to their latest regulatory filings, with 232 funds opening new positions, 1,317 increasing their positions, 645 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 232 | Existing positions closed: 68

104% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 645

10% more funds holding in top 10

Funds holding in top 10: 128141 (+13)

7% more funds holding

Funds holding: 2,1592,302 (+143)

6% more capital invested

Capital invested by funds: $122B → $130B (+$7.41B)

3.17% more ownership

Funds ownership: 70.14%73.3% (+3.2%)

8% less call options, than puts

Call options by funds: $4.33B | Put options by funds: $4.71B

Holders
2,302
Holders Change
+143
Holders Change %
+6.62%
% of All Funds
52.69%
Holding in Top 10
141
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+10.16%
% of All Funds
3.23%
New
232
Increased
1,317
Reduced
645
Closed
68
Calls
$4.33B
Puts
$4.71B
Net Calls
-$377M
Net Calls Change
-$524M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$16.9B +$2.75B +109,396,036 +19%
BlackRock
2
BlackRock
New York
$14.6B +$2.23B +88,897,171 +17%
State Street
3
State Street
Massachusetts
$9.02B +$1.23B +49,151,375 +15%
Newport Trust Company
4
Newport Trust Company
District of Columbia
$6.55B +$102M +4,045,050 +2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$2.71B +$479M +19,079,946 +21%
Northern Trust
6
Northern Trust
Illinois
$2.7B +$335M +13,349,624 +14%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$2.65B +$398M +15,875,759 +17%
Bank of America
8
Bank of America
North Carolina
$2.38B -$170M -6,774,385 -6%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$2.34B +$423M +16,848,936 +21%
Norges Bank
10
Norges Bank
Norway
$2.13B +$345M +13,727,301 +19%
Wells Fargo
11
Wells Fargo
California
$1.95B +$262M +10,456,597 +15%
Morgan Stanley
12
Morgan Stanley
New York
$1.83B +$296M +11,780,809 +18%
Dodge & Cox
13
Dodge & Cox
California
$1.46B +$1.51B +60,273,392 New
Fidelity Investments
14
Fidelity Investments
Massachusetts
$1.43B +$222M +8,833,908 +18%
Goldman Sachs
15
Goldman Sachs
New York
$1.42B +$136M +5,413,714 +10%
Legal & General Group
16
Legal & General Group
United Kingdom
$1.28B +$153M +6,097,274 +13%
Ameriprise
17
Ameriprise
Minnesota
$1.23B -$252M -10,030,444 -17%
Invesco
18
Invesco
Georgia
$1.23B +$176M +7,028,543 +16%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$1.03B +$640M +25,487,779 +148%
Capital Research Global Investors
20
Capital Research Global Investors
California
$981M -$383M -15,274,099 -27%
Charles Schwab
21
Charles Schwab
California
$970M +$175M +6,961,212 +21%
State Farm Mutual Automobile Insurance
22
State Farm Mutual Automobile Insurance
Illinois
$959M
Federated Hermes
23
Federated Hermes
Pennsylvania
$898M -$1.67M -66,402 -0.2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$860M +$35.2M +1,402,164 +4%
UBS Group
25
UBS Group
Switzerland
$857M +$294M +11,731,425 +50%

T Hedge Fund Activity: Q2 2018 in Review

2,302 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2018, worth a combined $130B — up 6.1% from $122B a quarter earlier.

Buyers outnumbered sellers: 232 funds opened new T positions and 68 closed out — a net gain of 164 holders — while 1,317 added to existing stakes and 645 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.75B. The largest seller was Lazard Asset Management, cutting an estimated $681M.

  • 2,302 institutional investors held AT&T (T) as of Q2 2018, up from 2,159 in Q1 2018.
  • Funds reported $130B of AT&T stock for Q2 2018, up 6.1% quarter-over-quarter.
  • 232 funds opened new AT&T positions in Q2 2018 and 68 closed out, a net change of +164 holders.
  • The largest AT&T buyer in Q2 2018 was Vanguard Group, an estimated $2.75B added.
  • The largest AT&T seller in Q2 2018 was Lazard Asset Management, an estimated $681M sold.

Based on aggregated 13F filings for Q2 2018.