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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
LNB
601
Ledyard National Bank
$4.37M -$100K -3,933 -2%
GG
602
Greenwood Gearhart
Arkansas
$4.3M +$24K +946 +0.5%
BCM
603
Brookstone Capital Management
Illinois
$4.3M +$974K +38,318 +28%
SLA
604
Silver Lake Advisory
Utah
$4.28M +$126K +4,953 +3%
SFA
605
Staton Financial Advisors
North Carolina
$4.28M +$4.41M +173,399 New
FBT
606
First Bankers Trust
Kentucky
$4.27M -$28.7K -1,128 -0.6%
AA
607
Ancora Advisors
Ohio
$4.26M -$4.31M -169,489 Closed
Daiwa Securities Group
608
Daiwa Securities Group
Japan
$4.26M -$23.6K -927 -0.5%
BAM
609
Barrett Asset Management
New York
$4.24M -$160K -6,289 -4%
SM
610
Stratton Management
Pennsylvania
$4.23M -$135K -5,296 -3%
AIA
611
Alerus Investment Advisors
Minnesota
$4.21M +$207K +8,132 +5%
NFG
612
Next Financial Group
Texas
$4.21M -$43.9K -1,727 -1%
SLAM
613
Swiss Life Asset Management
$4.2M +$4.33M +170,184 New
GI
614
Gradient Investments
Minnesota
$4.16M +$284K +11,189 +7%
WIC
615
Woodmont Investment Counsel
Tennessee
$4.13M -$31.7K -1,248 -0.7%
VIA
616
Vantage Investment Advisors
Pennsylvania
$4.13M +$1.75M +69,005 +70%
AC
617
Allstate Corporation
Illinois
$4.12M +$556K +21,867 +15%
AWCI
618
Alpine Woods Capital Investors
New York
$4.1M +$199K +7,812 +5%
GAM
619
Gotham Asset Management
New York
$4.09M -$38.2M -1,504,767 -90%
OIM
620
Opus Investment Management
Massachusetts
$4.08M
HPC
621
HM Payson & Co
Maine
$4.07M -$61.5K -2,420 -1%
CLOS
622
Compagnie Lombard Odier SCmA
Switzerland
$4.06M +$15.8K +621 +0.4%
CIC
623
Carnegie Investment Counsel
Ohio
$4.05M +$215K +8,446 +5%
EIM
624
Emerson Investment Management
Massachusetts
$4.05M +$1.12M +44,205 +37%
WAM
625
Weatherly Asset Management
California
$4.04M +$409K +16,072 +11%

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.