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1,607 hedge funds and large institutions have $97.5B invested in AT&T in 2013 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 599 increasing their positions, 673 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

306% more first-time investments, than exits

New positions opened: 199 | Existing positions closed: 49

9% more funds holding

Funds holding: 1,4781,607 (+129)

1% more capital invested

Capital invested by funds: $96.3B → $97.5B (+$1.26B)

5% less call options, than puts

Call options by funds: $1.43B | Put options by funds: $1.5B

1.3% less ownership

Funds ownership: 71.07%69.77% (-1.3%)

5% less funds holding in top 10

Funds holding in top 10: 129123 (-6)

11% less repeat investments, than reductions

Existing positions increased: 599 | Existing positions reduced: 673

Holders
1,607
Holders Change
+129
Holders Change %
+8.73%
% of All Funds
46.65%
Holding in Top 10
123
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.65%
% of All Funds
3.57%
New
199
Increased
599
Reduced
673
Closed
49
Calls
$1.43B
Puts
$1.5B
Net Calls
-$72.5M
Net Calls Change
+$445M
Name Holding Trade Value Shares
Change
Change in
Stake
HCMT
526
Highland Capital Management (Tennessee)
Tennessee
$5.68M -$208K -7,895 -4%
ZA
527
Zweig Advisers
Connecticut
$5.66M
SLF
528
Sun Life Financial
Ontario, Canada
$5.64M -$1.58M -60,170 -22%
SCM
529
Shelton Capital Management
Colorado
$5.63M +$174K +6,632 +3%
NRS
530
Neville Rodie & Shaw
New York
$5.6M -$175K -6,668 -3%
CIA
531
Capital Investment Advisors
Georgia
$5.56M +$5.51M +209,346 New
MCM
532
Maryland Capital Management
Maryland
$5.53M +$167K +6,331 +3%
CCT
533
Chemung Canal Trust
New York
$5.51M -$5.45K -207 -0.1%
Daiwa Securities Group
534
Daiwa Securities Group
Japan
$5.5M -$996K -37,867 -15%
DCMA
535
Daiwa Capital Markets America
New York
$5.5M +$5.45M +207,199 New
NAM
536
NTV Asset Management
West Virginia
$5.45M +$26.5K +1,009 +0.5%
KCM
537
Kanawha Capital Management
Virginia
$5.44M -$36.2K -1,375 -0.7%
GCAC
538
Guardian Capital Advisors (Canada)
Ontario, Canada
$5.43M +$157K +5,951 +3%
ACM
539
Argentus Capital Management
Texas
$5.43M +$453K +17,223 +9%
SAM
540
Silvercrest Asset Management
New York
$5.42M +$39.5K +1,500 +0.7%
TNBTD
541
Trustmark National Bank Trust Department
Mississippi
$5.33M -$187K -7,101 -3%
AMIM
542
Aull & Monroe Investment Management
Alabama
$5.33M +$359K +13,627 +7%
Connor, Clark & Lunn Investment Management (CC&L)
543
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.29M -$1.89M -71,680 -28%
BAM
544
Burnham Asset Management
New York
$5.29M -$35.9K -1,365 -0.7%
RP
545
Raiff Partners
New York
$5.27M +$5.23M +198,600 New
MYLI
546
Meiji Yasuda Life Insurance
Japan
$5.26M -$203K -7,710 -4%
CGT
547
Capital Guardian Trust
California
$5.25M +$350K +13,301 +7%
PIM
548
Penobscot Investment Management
Massachusetts
$5.2M +$57.8K +2,195 +1%
DCM
549
Dupont Capital Management
Delaware
$5.19M -$1.41M -53,711 -22%
Envestnet Asset Management
550
Envestnet Asset Management
Illinois
$5.18M -$129K -4,901 -2%

T Hedge Fund Activity: Q4 2013 in Review

1,607 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2013, worth a combined $97.5B — up 1.3% from $96.3B a quarter earlier.

Buyers outnumbered sellers: 199 funds opened new T positions and 49 closed out — a net gain of 150 holders — while 599 added to existing stakes and 673 trimmed.

The largest buyer was Pictet Asset Management (UK), adding an estimated $245M. The largest seller was Capital Research Global Investors, cutting an estimated $626M.

  • 1,607 institutional investors held AT&T (T) as of Q4 2013, up from 1,478 in Q3 2013.
  • Funds reported $97.5B of AT&T stock for Q4 2013, up 1.3% quarter-over-quarter.
  • 199 funds opened new AT&T positions in Q4 2013 and 49 closed out, a net change of +150 holders.
  • The largest AT&T buyer in Q4 2013 was Pictet Asset Management (UK), an estimated $245M added.
  • The largest AT&T seller in Q4 2013 was Capital Research Global Investors, an estimated $626M sold.

Based on aggregated 13F filings for Q4 2013.