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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
AA
451
Apriem Advisors
California
$7.26M +$178K +7,008 +2%
WSCM
452
Wellington Shields Capital Management
New York
$7.26M +$442K +17,384 +6%
SIP
453
Stoneridge Investment Partners
Pennsylvania
$7.25M +$1.67M +65,646 +29%
BSPF
454
British Steel Pension Fund
United Kingdom
$7.2M
SC
455
SouthState Corp
Florida
$7.18M +$354K +13,912 +5%
CB
456
Chemical Bank
Michigan
$7.12M -$133K -5,221 -2%
BIA
457
Barry Investment Advisors
Massachusetts
$7.08M +$739K +29,093 +11%
PA
458
Profund Advisors
Maryland
$7.08M +$159K +6,266 +2%
WSFS
459
Wilmington Savings Fund Society
Delaware
$7.01M +$150K +5,908 +2%
FCMC
460
Founders Capital Management (Connecticut)
Connecticut
$7M +$3.97M +156,193 +122%
CIPU
461
Caledonia Investments plc (UK)
United Kingdom
$6.99M
KCM
462
Kempner Capital Management
Texas
$6.98M -$2.35M -92,416 -25%
EM
463
Excalibur Management
Massachusetts
$6.91M -$1.61M -63,206 -18%
First Manhattan
464
First Manhattan
New York
$6.84M -$502K -19,750 -7%
CCG
465
Cypress Capital Group
Florida
$6.8M +$64.4K +2,535 +0.9%
UBWV
466
United Bank (West Virginia)
West Virginia
$6.8M -$877K -34,512 -11%
NPA
467
Nichols & Pratt Advisers
Massachusetts
$6.79M -$8.69K -342 -0.1%
AIP
468
Ameritas Investment Partners
Nebraska
$6.68M +$313K +12,298 +5%
BFIC
469
Bedell Frazier Investment Counselling
California
$6.67M +$225K +8,833 +3%
JC
470
Jacobs & Co
California
$6.66M +$174K +6,832 +3%
ICM
471
Ionic Capital Management
New York
$6.64M -$1.84M -72,521 -21%
DCM
472
Dupont Capital Management
Delaware
$6.61M +$2.32M +91,130 +52%
Northwestern Mutual Wealth Management
473
Northwestern Mutual Wealth Management
Wisconsin
$6.6M -$130K -5,131 -2%
CT
474
Chicago Trust
Illinois
$6.58M +$6.78M +266,651 New
FNT
475
First National Trust
Pennsylvania
$6.54M +$501K +19,725 +8%

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.