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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
Capital World Investors
26
Capital World Investors
California
$644M -$81.3M -3,197,460 -11%
Ameriprise
27
Ameriprise
Minnesota
$637M +$55.1M +2,167,047 +9%
LSV Asset Management
28
LSV Asset Management
Illinois
$615M -$101K -3,972 -0%
Barclays
29
Barclays
United Kingdom
$599M +$8.28M +325,868 +1%
Macquarie Group
30
Macquarie Group
Australia
$585M +$47.4M +1,865,030 +9%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$558M
Deutsche Bank
32
Deutsche Bank
Germany
$553M +$10.8M +426,193 +2%
Goldman Sachs
33
Goldman Sachs
New York
$538M +$25.3M +995,161 +5%
Nordea Investment Management
34
Nordea Investment Management
Sweden
$513M +$89.9M +3,535,894 +20%
Charles Schwab
35
Charles Schwab
California
$511M -$78.6M -3,090,711 -13%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$483M -$2.01M -79,262 -0.4%
CS
37
Credit Suisse
Switzerland
$477M +$21.5M +847,668 +5%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$476M +$35.2M +1,386,361 +8%
TCIM
39
TIAA CREF Investment Management
New York
$472M -$28.3M -1,112,989 -5%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$462M +$6.47M +254,441 +1%
JP Morgan Chase
41
JP Morgan Chase
New York
$462M -$74.1M -2,914,422 -13%
MAA
42
Managed Account Advisors
New Jersey
$459M +$72.7M +2,859,321 +18%
BlackRock
43
BlackRock
New York
$451M +$10.4M +409,446 +2%
UBS Group
44
UBS Group
Switzerland
$451M -$28.1M -1,104,667 -6%
APG Asset Management
45
APG Asset Management
Netherlands
$443M -$62.2M -2,448,702 -12%
Prudential Financial
46
Prudential Financial
New Jersey
$428M +$894K +35,166 +0.2%
AIG
47
American International Group
New York
$360M -$5.3M -208,542 -1%
AllianceBernstein
48
AllianceBernstein
Tennessee
$357M -$39.2M -1,542,582 -10%
Mitsubishi UFJ Trust & Banking
49
Mitsubishi UFJ Trust & Banking
Japan
$346M +$6.2M +243,742 +2%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$344M -$28M -1,101,077 -7%

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.