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1,721 hedge funds and large institutions have $99.9B invested in AT&T in 2015 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 667 increasing their positions, 775 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 62

58% more funds holding in top 10

Funds holding in top 10: 104164 (+60)

10% more capital invested

Capital invested by funds: $90.7B → $99.9B (+$9.27B)

1% more funds holding

Funds holding: 1,6961,721 (+25)

1.13% more ownership

Funds ownership: 70.85%71.98% (+1.1%)

8% more call options, than puts

Call options by funds: $2.45B | Put options by funds: $2.27B

14% less repeat investments, than reductions

Existing positions increased: 667 | Existing positions reduced: 775

Holders
1,721
Holders Change
+25
Holders Change %
+1.47%
% of All Funds
46.36%
Holding in Top 10
164
Holding in Top 10 Change
+60
Holding in Top 10 Change %
+57.69%
% of All Funds
4.42%
New
104
Increased
667
Reduced
775
Closed
62
Calls
$2.45B
Puts
$2.27B
Net Calls
+$174M
Net Calls Change
+$134M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
26
Federated Hermes
Pennsylvania
$762M -$89.1M -3,449,106 -11%
Barrow, Hanley, Mewhinney & Strauss
27
Barrow, Hanley, Mewhinney & Strauss
Texas
$709M +$1.05M +40,494 +0.2%
TCIM
28
TIAA CREF Investment Management
New York
$708M +$187M +7,231,297 +38%
UBS AM
29
UBS AM
Illinois
$703M -$12.3M -476,776 -2%
Ameriprise
30
Ameriprise
Minnesota
$683M -$10.2M -393,498 -2%
Goldman Sachs
31
Goldman Sachs
New York
$668M +$78.9M +3,052,953 +14%
Macquarie Group
32
Macquarie Group
Australia
$651M +$14.1M +544,766 +2%
LSV Asset Management
33
LSV Asset Management
Illinois
$649M -$19.6M -757,152 -3%
CS
34
Credit Suisse
Switzerland
$606M +$84M +3,250,826 +17%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$589M -$13.9M -539,645 -2%
Nordea Investment Management
36
Nordea Investment Management
Sweden
$576M +$17M +657,768 +3%
MAA
37
Managed Account Advisors
New Jersey
$575M +$72.9M +2,821,422 +15%
UBS Group
38
UBS Group
Switzerland
$564M +$70.8M +2,741,187 +15%
Charles Schwab
39
Charles Schwab
California
$556M +$423K +16,358 +0.1%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$513M +$1.26M +48,898 +0.3%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$507M -$18.3M -706,349 -4%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$481M -$21M -812,736 -4%
APG Asset Management
43
APG Asset Management
Netherlands
$466M -$16M -618,749 -3%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$466M +$88.6M +3,430,129 +25%
BlackRock
45
BlackRock
New York
$447M -$41.9M -1,621,486 -9%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$437M +$113M +4,373,611 +37%
AIG
47
American International Group
New York
$398M +$5.52M +213,558 +1%
PPA
48
Parametric Portfolio Associates
Washington
$390M +$30.2M +1,168,308 +9%
Mitsubishi UFJ Trust & Banking
49
Mitsubishi UFJ Trust & Banking
Japan
$387M +$10.1M +388,962 +3%
Prudential Financial
50
Prudential Financial
New Jersey
$373M -$89.3M -3,457,068 -20%

T Hedge Fund Activity: Q2 2015 in Review

1,721 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2015, worth a combined $99.9B — up 10% from $90.7B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new T positions and 62 closed out — a net gain of 42 holders — while 667 added to existing stakes and 775 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $779M. The largest seller was Evercore Trust Company, cutting an estimated $411M.

  • 1,721 institutional investors held AT&T (T) as of Q2 2015, up from 1,696 in Q1 2015.
  • Funds reported $99.9B of AT&T stock for Q2 2015, up 10% quarter-over-quarter.
  • 104 funds opened new AT&T positions in Q2 2015 and 62 closed out, a net change of +42 holders.
  • The largest AT&T buyer in Q2 2015 was JP Morgan Chase, an estimated $779M added.
  • The largest AT&T seller in Q2 2015 was Evercore Trust Company, an estimated $411M sold.

Based on aggregated 13F filings for Q2 2015.