We are live on ! Find out more

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
OA
576
Oxbow Advisors
Texas
$4.79M -$145K -5,693 -3%
WS
577
Wedbush Securities
California
$4.79M -$1.17M -46,009 -19%
PJSIMP
578
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.76M -$325K -12,771 -6%
CC
579
ClearArc Capital
Ohio
$4.75M +$1.18M +46,308 +32%
NIA
580
Northstar Investment Advisors
Colorado
$4.74M +$135K +5,329 +3%
HTC
581
Haverford Trust Company
Pennsylvania
$4.7M +$444K +17,485 +10%
OMCS
582
Old Mutual Customised Solutions
South Africa
$4.68M -$279K -10,989 -5%
WIC
583
Wilkins Investment Counsel
Massachusetts
$4.67M -$148K -5,826 -3%
IC
584
Intersect Capital
California
$4.67M +$373K +14,673 +9%
AUB
585
Atlantic Union Bankshares
Virginia
$4.66M +$129K +5,063 +3%
WHG
586
Westwood Holdings Group
Texas
$4.64M -$87.8M -3,454,410 -95%
CC
587
Chubb Corp
New Jersey
$4.57M
FAT
588
First American Trust
California
$4.56M -$155K -6,095 -3%
CCFCSB
589
Cape Cod Five Cents Savings Bank
Massachusetts
$4.55M +$3.33K +131 +0.1%
GIM
590
Grassi Investment Management
California
$4.55M -$251K -9,887 -5%
HC
591
HHG & Company
Connecticut
$4.54M +$116K +4,573 +3%
HCMT
592
Highland Capital Management (Tennessee)
Tennessee
$4.54M -$107K -4,207 -2%
FFBTD
593
First Financial Bank - Trust Division
Ohio
$4.5M -$79.3K -3,120 -2%
Bank of Nova Scotia
594
Bank of Nova Scotia
Ontario, Canada
$4.49M +$297K +11,687 +7%
ADMI
595
Albert D. Mason Inc
Massachusetts
$4.47M +$1.68M +66,252 +58%
MYLI
596
Meiji Yasuda Life Insurance
Japan
$4.44M -$531K -20,890 -10%
VFA
597
Voya Financial Advisors
Connecticut
$4.44M +$4.53M +178,332 New
SFWA
598
Summit Financial Wealth Advisors
Louisiana
$4.41M -$44.8K -1,761 -1%
FBB
599
Fulton Breakefield Broenniman
Maryland
$4.38M +$103K +4,054 +2%
RA
600
Rational Advisors
New York
$4.38M +$1.44M +56,601 +47%

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.