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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
JC
476
Jacobs & Co
California
$7.11M -$137K -5,308 -2%
UBWV
477
United Bank (West Virginia)
West Virginia
$7.09M -$290K -11,224 -4%
AIM
478
abrdn Investment Management
United Kingdom
$7.02M +$6.76M +261,751 New
GXMC
479
Global X Management Company
New York
$7M +$890K +34,443 +15%
TTWM
480
TCV Trust & Wealth Management
Virginia
$6.99M +$83K +3,211 +1%
WA
481
WFG Advisors
Texas
$6.98M +$275K +10,652 +4%
CSIC
482
Clifford Swan Investment Counsel
California
$6.97M +$29.5K +1,142 +0.4%
MCM
483
Maryland Capital Management
Maryland
$6.94M +$70.6K +2,730 +1%
HC
484
Hourglass Capital
Texas
$6.88M -$8.89K -344 -0.1%
CIM
485
Calvert Investment Management
Maryland
$6.87M -$4.92M -190,469 -43%
SGAM
486
Steinberg Global Asset Management
Florida
$6.84M +$252K +9,738 +4%
DC
487
Davenport & Co
Virginia
$6.84M -$112K -4,329 -2%
CIC
488
Cutler Investment Counsel
Oregon
$6.84M +$14.6K +563 +0.2%
1SB
489
1ST Source Bank
Indiana
$6.82M -$175K -6,783 -3%
NMIMC
490
Northwestern Mutual Investment Management Company
Wisconsin
$6.82M +$95.8K +3,707 +1%
ECM
491
ETrade Capital Management
Virginia
$6.77M +$209K +8,089 +3%
CT
492
Chicago Trust
Illinois
$6.77M -$372K -14,401 -5%
CB
493
Community Bank
New York
$6.66M +$101K +3,892 +2%
BG
494
Bahl & Gaynor
Ohio
$6.6M -$2.18M -84,395 -26%
RW
495
Rand Wealth
Maryland
$6.59M -$32.6K -1,260 -0.5%
MHC
496
Meyer Handelman Company
New York
$6.59M -$135K -5,220 -2%
MERSOM
497
Municipal Employees' Retirement System of Michigan
Michigan
$6.56M +$1.07M +41,561 +20%
BAC
498
Boys Arnold & Co
North Carolina
$6.52M -$196K -7,569 -3%
NPC
499
National Planning Corporation
California
$6.52M +$63.8K +2,467 +1%
TCM
500
Tran Capital Management
California
$6.51M -$155K -5,991 -2%

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.