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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
Parallax Volatility Advisers
601
Parallax Volatility Advisers
California
$4.38M +$3.36M +127,609 +341%
FBT
602
First Bankers Trust
Kentucky
$4.38M +$371K +14,096 +9%
FTI
603
Fiduciary Trust International
Massachusetts
$4.38M -$501K -19,026 -10%
ACM
604
Argyle Capital Management
Pennsylvania
$4.38M +$218K +8,275 +5%
WA
605
WealthTrust Axiom
Pennsylvania
$4.36M +$136K +5,186 +3%
BAM
606
Berkshire Asset Management
Pennsylvania
$4.36M +$580K +22,032 +15%
MPM
607
Meritage Portfolio Management
Kansas
$4.33M -$50.4K -1,917 -1%
FHA
608
First Horizon Advisors
Tennessee
$4.33M -$479K -18,223 -10%
FM
609
Family Management
New York
$4.32M +$715K +27,194 +20%
FNBT
610
FineMark National Bank & Trust
Florida
$4.32M +$217K +8,234 +5%
FTC
611
Farmers Trust Company
Ohio
$4.31M -$431K -16,393 -9%
FVCM
612
F&V Capital Management
Florida
$4.31M +$68.3K +2,595 +2%
ICOA
613
Investment Centers of America
North Dakota
$4.26M -$1.98M -75,304 -31%
NIA
614
Northstar Investment Advisors
Colorado
$4.23M +$434K +16,486 +12%
SLA
615
Silver Lake Advisory
Utah
$4.23M +$4.19M +159,337 New
OIM
616
Opus Investment Management
Massachusetts
$4.22M
KFP
617
Keystone Financial Planning
Ohio
$4.21M +$4.17M +158,362 New
ICAS
618
Investors Capital Advisory Services
Massachusetts
$4.18M +$71.4K +2,712 +2%
RP
619
Reinhart Partners
Wisconsin
$4.15M -$186K -7,061 -4%
RG
620
Rathbones Group
United Kingdom
$4.14M +$451K +17,154 +12%
HCM
621
Hollencrest Capital Management
California
$4.09M +$4.05M +153,930 New
Two Sigma Advisers
622
Two Sigma Advisers
New York
$4.08M -$5.68M -215,945 -58%
FNFDCM
623
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.05M +$20.7K +785 +0.5%
DWA
624
Douglass Winthrop Advisors
New York
$4.03M -$34.2K -1,300 -0.8%
WB
625
Webster Bank
Connecticut
$4.03M -$263K -10,009 -6%

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.