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2,245 hedge funds and large institutions have $134B invested in AT&T in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 1,006 increasing their positions, 989 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $130B → $134B (+$4.51B)

2% more repeat investments, than reductions

Existing positions increased: 1,006 | Existing positions reduced: 989

0.58% less ownership

Funds ownership: 73.3%72.72% (-0.58%)

9% less call options, than puts

Call options by funds: $2.02B | Put options by funds: $2.22B

2% less funds holding

Funds holding: 2,3022,245 (-57)

3% less funds holding in top 10

Funds holding in top 10: 141137 (-4)

27% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 136

Holders
2,245
Holders Change
-57
Holders Change %
-2.48%
% of All Funds
51.31%
Holding in Top 10
137
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.84%
% of All Funds
3.13%
New
99
Increased
1,006
Reduced
989
Closed
136
Calls
$2.02B
Puts
$2.22B
Net Calls
-$199M
Net Calls Change
+$178M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$17.8B +$110M +4,473,856 +0.6%
BlackRock
2
BlackRock
New York
$14.7B -$564M -23,011,091 -4%
State Street
3
State Street
Massachusetts
$9.03B -$384M -15,662,029 -4%
Newport Trust Company
4
Newport Trust Company
District of Columbia
$6.77B -$80.4M -3,282,823 -1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$2.87B +$40.4M +1,648,689 +1%
Northern Trust
6
Northern Trust
Illinois
$2.78B -$42M -1,714,867 -2%
Bank of America
7
Bank of America
North Carolina
$2.73B +$232M +9,484,699 +10%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$2.68B -$92.3M -3,768,923 -3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$2.47B +$22.9M +934,614 +1%
Norges Bank
10
Norges Bank
Norway
$2.41B +$174M +7,120,617 +8%
Wells Fargo
11
Wells Fargo
California
$2.04B +$9.7M +395,976 +0.5%
Morgan Stanley
12
Morgan Stanley
New York
$1.9B -$17.2M -702,785 -0.9%
Ameriprise
13
Ameriprise
Minnesota
$1.78B -$91.8M -3,747,222 -7%
Goldman Sachs
14
Goldman Sachs
New York
$1.55B +$59.5M +2,427,566 +4%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$1.41B -$85M -3,470,007 -6%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$1.38B +$292M +11,936,012 +28%
Legal & General Group
17
Legal & General Group
United Kingdom
$1.32B -$13.2M -540,411 -1%
Invesco
18
Invesco
Georgia
$1.26B -$25.3M -1,033,665 -2%
Deutsche Bank
19
Deutsche Bank
Germany
$1.2B +$473M +19,312,117 +69%
Charles Schwab
20
Charles Schwab
California
$1.08B +$61.5M +2,511,460 +6%
Capital Research Global Investors
21
Capital Research Global Investors
California
$1.03B +$622K +25,389 +0.1%
State Farm Mutual Automobile Insurance
22
State Farm Mutual Automobile Insurance
Illinois
$1B
Dodge & Cox
23
Dodge & Cox
California
$968M -$541M -22,096,584 -37%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$925M +$24.7M +1,008,459 +3%
Federated Hermes
25
Federated Hermes
Pennsylvania
$914M -$23.9M -974,923 -3%

T Hedge Fund Activity: Q3 2018 in Review

2,245 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2018, worth a combined $134B — up 3.5% from $130B a quarter earlier.

Sellers outnumbered buyers: 136 funds closed out of T and 99 opened new positions — a net loss of 37 holders — while 989 trimmed existing stakes and 1,006 added.

The largest buyer was Citadel Advisors, adding an estimated $527M. The largest seller was BlackRock, cutting an estimated $564M.

  • 2,245 institutional investors held AT&T (T) as of Q3 2018, down from 2,302 in Q2 2018.
  • Funds reported $134B of AT&T stock for Q3 2018, up 3.5% quarter-over-quarter.
  • 99 funds opened new AT&T positions in Q3 2018 and 136 closed out, a net change of -37 holders.
  • The largest AT&T buyer in Q3 2018 was Citadel Advisors, an estimated $527M added.
  • The largest AT&T seller in Q3 2018 was BlackRock, an estimated $564M sold.

Based on aggregated 13F filings for Q3 2018.