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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
BRCM
551
Bright Rock Capital Management
Massachusetts
$5.09M +$370K +14,564 +8%
FNBT
552
FineMark National Bank & Trust
Florida
$5.09M +$81K +3,186 +2%
AMIM
553
Aull & Monroe Investment Management
Alabama
$5.07M -$32.2K -1,265 -0.6%
BOK
554
Bank of Kentucky
Kentucky
$5.02M -$430K -16,907 -8%
KFP
555
Keystone Financial Planning
Ohio
$5.02M +$259K +10,199 +5%
NAM
556
NTV Asset Management
West Virginia
$5.02M +$46.1K +1,814 +0.9%
Thrivent Financial for Lutherans
557
Thrivent Financial for Lutherans
Minnesota
$5.01M +$166K +6,532 +3%
PIM
558
Penobscot Investment Management
Massachusetts
$5.01M -$118K -4,647 -2%
LIC
559
Lodestar Investment Counsel
Illinois
$5.01M +$307K +12,089 +6%
MERSOM
560
Municipal Employees' Retirement System of Michigan
Michigan
$5M -$888K -34,954 -15%
CCT
561
Chemung Canal Trust
New York
$4.99M -$6.71K -264 -0.1%
PFM
562
Parsec Financial Management
North Carolina
$4.99M +$31.3K +1,231 +0.6%
ST
563
Sentinel Trust
Texas
$4.97M +$422K +16,589 +9%
CA
564
Callahan Advisors
Texas
$4.97M +$65.7K +2,583 +1%
Mirae Asset Global Investments
565
Mirae Asset Global Investments
South Korea
$4.95M +$1.11M +43,794 +28%
FNB
566
Farmers National Bank
Kentucky
$4.95M +$369K +14,519 +8%
BRWA
567
B. Riley Wealth Advisors
Florida
$4.94M -$2.32M -91,281 -31%
CMBA
568
C.M. Bidwell & Associates
Hawaii
$4.93M +$22K +867 +0.4%
ICAS
569
Investors Capital Advisory Services
Massachusetts
$4.91M +$239K +9,411 +5%
CPP
570
Crow Point Partners
Massachusetts
$4.9M +$5.05M +198,732 New
MPM
571
Meritage Portfolio Management
Kansas
$4.9M +$335K +13,164 +7%
OPTFSNA
572
Old Point Trust & Financial Services N A
Virginia
$4.87M -$35.2K -1,385 -0.7%
CONA
573
Capital One National Association
New York
$4.85M -$2.64M -103,801 -35%
UR
574
USCA RIA
Texas
$4.84M +$377K +14,827 +8%
BAM
575
Berkshire Asset Management
Pennsylvania
$4.84M +$533K +20,957 +12%

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.