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AT&T
T

Overview Fund Activity

1,706 hedge funds and large institutions have $93B invested in AT&T in 2014 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 699 increasing their positions, 666 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,706
Holders Change
+104
Holders Change %
+6.49%
% of All Funds
45.53%
Holding in Top 10
107
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-18.32%
% of All Funds
2.86%
New
186
Increased
699
Reduced
666
Closed
63
Calls
$2.36B
Puts
$2.97B
Net Calls
-$603M
Net Calls Change
+$329M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.42B
2
State Street
2
State Street
Massachusetts
$7.84B
3
BFA
3
BlackRock Fund Advisors
California
$2.44B
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.63B
5
N
5
Natixis
France
$160M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$550M
2
Bank of America
2
Bank of America
North Carolina
$953M
3
Capital World Investors
3
Capital World Investors
California
$743M
4
Franklin Resources
4
Franklin Resources
California
$1.13B
5
ETC
5
Evercore Trust Company
New York
$7.29B
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
351
Catalyst Capital Advisors
New York
$12.5M -$299K -11,784 -2%
DSI
352
Daiwa SB Investments
Japan
$12.5M +$6.63M +261,288 +114%
FBNAT
353
FirstMerit Bank N.A. Trustee
Ohio
$12.5M -$272K -10,735 -2%
GGI
354
Godsey & Gibb Inc
Virginia
$12.3M +$341K +13,440 +3%
CIBC Private Wealth Group
355
CIBC Private Wealth Group
Georgia
$12.2M +$1.44M +56,929 +13%
CTC
356
Central Trust Company
Missouri
$12.2M -$400K -15,753 -3%
PNC
357
Park National Corp
Ohio
$12.1M +$525K +20,710 +5%
Toronto Dominion Bank
358
Toronto Dominion Bank
Ontario, Canada
$12M +$4M +157,832 +50%
EWM
359
Edge Wealth Management
New York
$11.9M -$622K -24,426 -5%
GLA
360
Great Lakes Advisors
Illinois
$11.9M +$248K +9,789 +2%
NC
361
Nicholas Company
Wisconsin
$11.8M +$168K +6,620 +1%
WT
362
Whittier Trust
California
$11.8M -$825K -32,506 -7%
CCMD
363
Cypress Capital Management (Delaware)
Delaware
$11.8M +$51.6K +2,032 +0.4%
Cohen & Steers
364
Cohen & Steers
New York
$11.8M -$3.65M -143,919 -24%
TIP
365
Torray Investment Partners
Maryland
$11.7M -$228K -8,968 -2%
AIMCA
366
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$11.5M +$702K +27,672 +7%
WPC
367
Waters Parkerson & Co
Louisiana
$11.3M -$515K -20,311 -4%
GGPS
368
Gary Goldberg Planning Services
New York
$11.2M +$698K +27,526 +7%
ZAM
369
Zevin Asset Management
Massachusetts
$11.2M -$46.2K -1,821 -0.4%
QI
370
Qualcomm Inc
California
$11M – – –
SW
371
SVB Wealth
Massachusetts
$10.9M +$10.9M +429,355 New
WT
372
Washington Trust
Rhode Island
$10.8M +$611K +24,084 +6%
DnB Asset Management
373
DnB Asset Management
Norway
$10.8M +$1.55M +61,036 +17%
FWIA
374
Fort Washington Investment Advisors
Ohio
$10.8M +$256K +10,098 +2%
TCOV
375
Trust Company of Vermont
Vermont
$10.7M +$192K +7,559 +2%
13 14
15
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