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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
FIM
526
Frontier Investment Management
Texas
$5.56M +$612K +24,073 +13%
VKH
527
Virtu KCG Holdings
New York
$5.53M -$125K -4,920 -2%
MCM
528
McRae Capital Management
New Jersey
$5.52M +$293K +11,519 +5%
OI
529
Oakbrook Investments
Illinois
$5.5M -$20.2K -794 -0.4%
TF
530
Trutina Financial
Washington
$5.48M -$357K -14,042 -6%
SGK
531
Steigerwald Gordon & Koch
Virginia
$5.46M +$285K +11,213 +5%
KRSITF
532
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.45M -$587K -23,109 -9%
MCM
533
Murphy Capital Management
New Jersey
$5.44M -$321K -12,645 -5%
ICM
534
ICC Capital Management
Florida
$5.4M -$75.4K -2,966 -1%
BA
535
Bridgewater Associates
Connecticut
$5.4M +$5.57M +219,089 New
MBTD
536
Mechanics Bank - Trust Department
California
$5.4M -$282K -11,102 -5%
AB
537
Amalgamated Bank
New York
$5.39M +$1.42M +55,743 +34%
SCM
538
Sterling Capital Management
North Carolina
$5.37M +$449K +17,676 +9%
PCMI
539
Princeton Capital Management Inc
New Jersey
$5.32M +$365K +14,341 +7%
SAM
540
Silvercrest Asset Management
New York
$5.29M +$406K +15,961 +8%
CA
541
Cullinan Associates
Kentucky
$5.23M +$5.39M +212,191 New
NRS
542
Neville Rodie & Shaw
New York
$5.22M -$16K -629 -0.3%
FMII
543
Farmers & Merchants Investments Inc
Nebraska
$5.22M +$604K +23,759 +13%
KCM
544
Kanawha Capital Management
Virginia
$5.21M +$103K +4,070 +2%
EFS
545
Essex Financial Services
Connecticut
$5.14M +$73.6K +2,897 +1%
SCM
546
Shelton Capital Management
Colorado
$5.13M -$103K -4,059 -2%
FIMG
547
Financial & Investment Management Group
Michigan
$5.13M +$324K +12,765 +7%
CIP
548
Convergence Investment Partners
Florida
$5.11M +$1.21M +47,643 +30%
RP
549
Rowlandmiller & Partners
Georgia
$5.1M -$41.2K -1,619 -0.8%
SGCA
550
Steel Grove Capital Advisors
Tennessee
$5.09M +$5.25M +206,557 New

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.