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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
ICAS
551
Investors Capital Advisory Services
Massachusetts
$5.46M +$117K +4,524 +2%
NAM
552
NTV Asset Management
West Virginia
$5.45M -$6.85K -265 -0.1%
EA
553
Euclid Advisors
Connecticut
$5.45M +$5.25M +203,177 New
KFP
554
Keystone Financial Planning
Ohio
$5.43M -$28.2K -1,093 -0.5%
GIM
555
Grassi Investment Management
California
$5.42M +$455K +17,619 +10%
FNB
556
Farmers National Bank
Kentucky
$5.42M +$29.7K +1,148 +0.6%
UR
557
USCA RIA
Texas
$5.39M +$122K +4,716 +2%
BCM
558
Brookstone Capital Management
Illinois
$5.39M +$691K +26,732 +15%
Mirae Asset Global Investments
559
Mirae Asset Global Investments
South Korea
$5.38M -$5.4K -209 -0.1%
VFA
560
Voya Financial Advisors
Connecticut
$5.38M +$536K +20,735 +12%
OPTFSNA
561
Old Point Trust & Financial Services N A
Virginia
$5.37M +$71.8K +2,779 +1%
AMIM
562
Aull & Monroe Investment Management
Alabama
$5.37M -$45.3K -1,751 -0.9%
CMBA
563
C.M. Bidwell & Associates
Hawaii
$5.36M -$3.77K -146 -0.1%
MPM
564
Meritage Portfolio Management
Kansas
$5.34M +$13.9K +539 +0.3%
CA
565
Callahan Advisors
Texas
$5.33M -$68.3K -2,642 -1%
RC
566
RegentAtlantic Capital
New Jersey
$5.33M -$1.18M -45,662 -19%
CPP
567
Crow Point Partners
Massachusetts
$5.33M -$3.41K -132 -0.1%
CCT
568
Chemung Canal Trust
New York
$5.3M -$122K -4,715 -2%
PIM
569
Penobscot Investment Management
Massachusetts
$5.29M -$147K -5,670 -3%
CWM
570
Concert Wealth Management
California
$5.29M +$351K +13,596 +7%
PFM
571
Parsec Financial Management
North Carolina
$5.27M -$151K -5,834 -3%
BAM
572
Berkshire Asset Management
Pennsylvania
$5.27M +$10.3K +400 +0.2%
GIM
573
Guardian Investment Management
California
$5.26M +$1.71M +66,200 +51%
LIC
574
Lodestar Investment Counsel
Illinois
$5.26M -$183K -7,082 -3%
OI
575
Oakbrook Investments
Illinois
$5.22M -$730K -28,255 -13%

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.