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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
DG
476
Davidson & Garrard
Virginia
$6.53M +$176K +6,942 +3%
GC
477
Grace Capital
Massachusetts
$6.46M +$2.3M +90,325 +53%
1SB
478
1ST Source Bank
Indiana
$6.44M +$64.2K +2,524 +1%
CA
479
Cetera Advisors
Colorado
$6.43M +$797K +31,360 +14%
DC
480
Davenport & Co
Virginia
$6.39M -$248K -9,756 -4%
Fiera Capital (Canada)
481
Fiera Capital (Canada)
Quebec, Canada
$6.38M +$707K +27,816 +12%
CSIC
482
Clifford Swan Investment Counsel
California
$6.38M +$83.5K +3,287 +1%
SAMNY
483
Samsung Asset Management (New York)
New York
$6.36M +$2.95M +116,062 +82%
DSI
484
Daiwa SB Investments
Japan
$6.36M -$5.93M -233,356 -48%
BBHC
485
Brown Brothers Harriman & Co
New York
$6.35M -$378K -14,864 -5%
TTWM
486
TCV Trust & Wealth Management
Virginia
$6.34M +$218K +8,561 +3%
HC
487
Hourglass Capital
Texas
$6.34M -$1.05M -41,309 -14%
GIM
488
Gyrus Investment Management
Ontario, Canada
$6.33M +$191K +7,507 +3%
MCM
489
Maryland Capital Management
Maryland
$6.32M +$376K +14,797 +6%
MJRIC
490
Mogy Joel R Investment Counsel
California
$6.28M -$140K -5,523 -2%
SAG
491
Sterne Agee Group
Alabama
$6.28M +$682K +26,834 +12%
NPC
492
National Planning Corporation
California
$6.28M -$1.68M -66,094 -21%
CIC
493
Cutler Investment Counsel
Oregon
$6.27M +$95.1K +3,743 +1%
CNAM
494
Campbell Newman Asset Management
Wisconsin
$6.19M -$103K -4,053 -2%
MHC
495
Meyer Handelman Company
New York
$6.19M +$95.9K +3,773 +2%
BAC
496
Boys Arnold & Co
North Carolina
$6.18M +$77K +3,031 +1%
NMIMC
497
Northwestern Mutual Investment Management Company
Wisconsin
$6.18M +$6.37M +250,445 New
WA
498
WFG Advisors
Texas
$6.15M -$1.14M -44,964 -15%
CI
499
Cowen Inc
New York
$6.14M +$6.33M +249,164 +1,916,646%
TCM
500
Tran Capital Management
California
$6.13M -$288K -11,320 -4%

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.