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1,697 hedge funds and large institutions have $90.7B invested in AT&T in 2015 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 784 increasing their positions, 665 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 784 | Existing positions reduced: 665

9% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 75

1% more call options, than puts

Call options by funds: $2.96B | Put options by funds: $2.92B

0.11% more ownership

Funds ownership: 70.74%70.85% (+0.11%)

1% less funds holding

Funds holding: 1,7091,697 (-12)

3% less capital invested

Capital invested by funds: $93B → $90.7B (-$2.34B)

3% less funds holding in top 10

Funds holding in top 10: 107104 (-3)

Holders
1,697
Holders Change
-12
Holders Change %
-0.7%
% of All Funds
45.21%
Holding in Top 10
104
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.8%
% of All Funds
2.77%
New
82
Increased
784
Reduced
665
Closed
75
Calls
$2.96B
Puts
$2.92B
Net Calls
+$40.3M
Net Calls Change
+$643M
Name Holding Trade Value Shares
Change
Change in
Stake
JCMLC
301
JAT Capital Management LP (Connecticut)
Connecticut
$16.3M +$16.8M +662,000 New
HA
302
Heartland Advisors
Wisconsin
$16.3M -$8.71M -342,546 -34%
DIA
303
Dana Investment Advisors
Wisconsin
$16.3M -$811K -31,888 -5%
BUB
304
BBVA USA Bancshares
Texas
$16M -$1.05M -41,470 -6%
SC
305
Scotia Capital
Ontario, Canada
$16M +$1.07M +42,088 +7%
HIMC
306
Heritage Investors Management Corp
Maryland
$15.9M +$302K +11,882 +2%
Fidelity International
307
Fidelity International
Bermuda
$15.8M -$3.03M -119,127 -16%
QI
308
QS Investors
New York
$15.7M -$8.2M -322,603 -34%
SEI Investments
309
SEI Investments
Pennsylvania
$15.7M +$424K +16,694 +3%
BA
310
Boston Advisors
Massachusetts
$15.3M +$369K +14,502 +2%
TAM
311
Tocqueville Asset Management
New York
$15.1M +$11.3K +446 +0.1%
ST
312
Sabal Trust
Florida
$15.1M +$466K +18,320 +3%
BF
313
BOK Financial
Oklahoma
$14.9M -$4.95M -194,705 -24%
DP
314
Dearborn Partners
Illinois
$14.9M +$1.96M +77,304 +15%
CCT
315
Country Club Trust
Missouri
$14.9M -$511K -20,086 -3%
TCM
316
Twin Capital Management
Pennsylvania
$14.7M +$799K +31,419 +6%
CAN
317
Cetera Advisor Networks
California
$14.7M -$515K -20,263 -3%
OA
318
OFI Advisors
Pennsylvania
$14.6M +$1.53M +60,009 +11%
FAM
319
Fiduciary Asset Management
Missouri
$14.5M +$2.09M +82,215 +16%
CAM
320
Capstone Asset Management
Texas
$14.4M -$661 -26 -0%
ANI
321
American National Insurance
Texas
$14.1M
LIA
322
LS Investment Advisors
Michigan
$14.1M +$1.99M +78,368 +16%
BG
323
Bollard Group
Massachusetts
$13.9M +$368K +14,474 +3%
FFIC
324
First Fiduciary Investment Counsel
Ohio
$13.7M -$95.1K -3,743 -0.7%
HW
325
Hancock Whitney
Mississippi
$13.6M +$57.7K +2,272 +0.4%

T Hedge Fund Activity: Q1 2015 in Review

1,697 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2015, worth a combined $90.7B — down 2.5% from $93B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new T positions and 75 closed out — a net gain of 7 holders — while 784 added to existing stakes and 665 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.35B. The largest seller was State Street, cutting an estimated $434M.

  • 1,697 institutional investors held AT&T (T) as of Q1 2015, down from 1,709 in Q4 2014.
  • Funds reported $90.7B of AT&T stock for Q1 2015, down 2.5% quarter-over-quarter.
  • 82 funds opened new AT&T positions in Q1 2015 and 75 closed out, a net change of +7 holders.
  • The largest AT&T buyer in Q1 2015 was Capital Research Global Investors, an estimated $1.35B added.
  • The largest AT&T seller in Q1 2015 was State Street, an estimated $434M sold.

Based on aggregated 13F filings for Q1 2015.