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2,489 hedge funds and large institutions have $115B invested in AT&T in 2020 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 1,111 increasing their positions, 1,090 reducing their positions, and 181 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 1,111 | Existing positions reduced: 1,090

0.35% less ownership

Funds ownership: 73.28%72.93% (-0.35%)

4% less funds holding

Funds holding: 2,5872,489 (-98)

17% less call options, than puts

Call options by funds: $1.63B | Put options by funds: $1.97B

25% less funds holding in top 10

Funds holding in top 10: 209157 (-52)

27% less capital invested

Capital invested by funds: $158B → $115B (-$42.8B)

33% less first-time investments, than exits

New positions opened: 122 | Existing positions closed: 181

Holders
2,489
Holders Change
-98
Holders Change %
-3.79%
% of All Funds
54.84%
Holding in Top 10
157
Holding in Top 10 Change
-52
Holding in Top 10 Change %
-24.88%
% of All Funds
3.46%
New
122
Increased
1,111
Reduced
1,090
Closed
181
Calls
$1.63B
Puts
$1.97B
Net Calls
-$340M
Net Calls Change
-$1.95B
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$17.4B +$666M +24,365,761 +3%
BlackRock
2
BlackRock
New York
$14.4B -$696M -25,471,075 -4%
State Street
3
State Street
Massachusetts
$8.63B -$28.3M -1,037,567 -0.3%
Newport Trust Company
4
Newport Trust Company
District of Columbia
$5.76B +$225M +8,222,077 +3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.24B +$60.4M +2,210,806 +2%
Northern Trust
6
Northern Trust
Illinois
$2.54B +$206K +7,552 +0%
Bank of America
7
Bank of America
North Carolina
$2.53B -$85.1M -3,115,699 -3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$2.09B -$257M -9,409,718 -9%
Norges Bank
9
Norges Bank
Norway
$2.09B -$118M -4,318,689 -4%
Morgan Stanley
10
Morgan Stanley
New York
$1.83B -$475M -17,387,859 -17%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.78B -$213M -7,807,838 -9%
Wells Fargo
12
Wells Fargo
California
$1.68B +$668K +24,442 +0%
N
13
Nuveen
North Carolina
$1.41B -$172M -6,311,513 -9%
Charles Schwab
14
Charles Schwab
California
$1.41B +$452M +16,531,705 +35%
Legal & General Group
15
Legal & General Group
United Kingdom
$1.39B +$48.7M +1,780,907 +3%
Invesco
16
Invesco
Georgia
$1.27B -$27.9M -1,019,966 -2%
Goldman Sachs
17
Goldman Sachs
New York
$1.18B -$294M -10,769,914 -17%
Swiss National Bank
18
Swiss National Bank
Switzerland
$894M +$199M +7,297,491 +22%
Sumitomo Mitsui Trust Group
19
Sumitomo Mitsui Trust Group
Japan
$887M +$74M +2,709,121 +7%
UBS AM
20
UBS AM
Illinois
$866M +$149M +5,449,747 +16%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$846M -$60.5M -2,216,227 -5%
UBS Group
22
UBS Group
Switzerland
$812M -$95.9M -3,511,947 -9%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$804M +$145M +5,290,273 +17%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$794M -$35.5M -1,298,231 -3%
State Farm Mutual Automobile Insurance
25
State Farm Mutual Automobile Insurance
Illinois
$782M

T Hedge Fund Activity: Q1 2020 in Review

2,489 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2020, worth a combined $115B — down 27% from $158B a quarter earlier.

Sellers outnumbered buyers: 181 funds closed out of T and 122 opened new positions — a net loss of 59 holders — while 1,090 trimmed existing stakes and 1,111 added.

The largest buyer was Vanguard Group, adding an estimated $666M. The largest seller was BlackRock, cutting an estimated $696M.

  • 2,489 institutional investors held AT&T (T) as of Q1 2020, down from 2,587 in Q4 2019.
  • Funds reported $115B of AT&T stock for Q1 2020, down 27% quarter-over-quarter.
  • 122 funds opened new AT&T positions in Q1 2020 and 181 closed out, a net change of -59 holders.
  • The largest AT&T buyer in Q1 2020 was Vanguard Group, an estimated $666M added.
  • The largest AT&T seller in Q1 2020 was BlackRock, an estimated $696M sold.

Based on aggregated 13F filings for Q1 2020.