We are live on ! Find out more

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
PSUF
326
People's United Financial
Connecticut
$13.6M -$142K -5,599 -1%
DC
327
Deere & Company
Illinois
$13.5M +$182K +7,163 +1%
PP
328
Palladium Partners
Virginia
$13.5M +$478K +18,807 +4%
VFAM
329
Valley Forge Asset Management
Pennsylvania
$13.4M -$442K -17,382 -3%
William Blair & Company
330
William Blair & Company
Illinois
$13.4M -$1.06M -41,846 -7%
RT
331
Rockland Trust
Massachusetts
$13.4M -$1.12M -44,109 -8%
AAMU
332
AEGON Asset Management (UK)
United Kingdom
$13.2M +$13.6M +536,427 New
IAM
333
Impax Asset Management
New Hampshire
$13.2M +$58.6K +2,305 +0.4%
SIM
334
Sentry Investment Management
Wisconsin
$13.2M +$791K +31,114 +6%
COPPSERS
335
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$12.8M -$11.8M -464,740 -47%
CCM
336
Cadence Capital Management
Massachusetts
$12.8M -$221K -8,704 -2%
CPSAC
337
Chas P. Smith & Associates (CPS)
Florida
$12.7M +$512K +20,158 +4%
WIC
338
Willis Investment Counsel
Georgia
$12.6M +$293K +11,519 +2%
Connor, Clark & Lunn Investment Management (CC&L)
339
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$12.6M -$2.45M -96,255 -16%
CTC
340
Central Trust Company
Missouri
$12.6M +$767K +30,160 +6%
GGI
341
Godsey & Gibb Inc
Virginia
$12.5M +$548K +21,559 +4%
SCM
342
Symons Capital Management
Pennsylvania
$12.5M -$55.4K -2,178 -0.4%
SYBT
343
Stock Yards Bank & Trust
Kentucky
$12.4M -$248K -9,763 -2%
GE
344
General Electric
Ohio
$12.4M
WT
345
Whittier Trust
California
$12.4M +$892K +35,092 +8%
AF
346
Ally Financial
Michigan
$12.2M +$5.05M +198,600 +67%
LSERS
347
Louisiana State Employees Retirement System
Louisiana
$12.2M -$549K -21,581 -4%
CIBC Private Wealth Group
348
CIBC Private Wealth Group
Georgia
$12.2M +$378K +14,879 +3%
EWM
349
Edge Wealth Management
New York
$12.1M +$569K +22,377 +5%
AMI
350
Amica Mutual Insurance
Rhode Island
$12.1M

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.