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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
MSU
626
Mizuho Securities USA
New York
$4.02M -$1.36M -51,833 -25%
PCMI
627
Princeton Capital Management Inc
New Jersey
$3.97M +$558K +21,206 +17%
LCM
628
Lucas Capital Management
New Jersey
$3.96M -$111K -4,230 -3%
BA
629
Bridgewater Associates
Connecticut
$3.96M -$3.73M -141,668 -49%
AA
630
Ancora Advisors
Ohio
$3.96M +$397K +15,095 +11%
FBP
631
Flippin Bruce & Porter
Virginia
$3.92M +$197K +7,502 +5%
BFG
632
Beacon Financial Group
Texas
$3.91M +$311K +11,807 +9%
Mariner
633
Mariner
Kansas
$3.91M -$849K -32,260 -18%
WF
634
WealthTrust Fairport
Ohio
$3.91M -$173K -6,557 -4%
IT
635
Investors Trust
Texas
$3.89M -$10.5M -397,888 -71%
JEW
636
Jamison Eaton & Wood
New Jersey
$3.88M +$71.4K +2,714 +2%
HC
637
HHG & Company
Connecticut
$3.87M +$67.8K +2,576 +2%
CNBT
638
Canandaigua National Bank & Trust
New York
$3.86M -$93.3K -3,546 -2%
PIM
639
Perkins Investment Management
Illinois
$3.86M +$1.11M +42,110 +41%
WIC
640
Wilkins Investment Counsel
Massachusetts
$3.85M +$62.7K +2,384 +2%
WCMNY
641
Westchester Capital Management (New York)
New York
$3.85M
LIM
642
Leavell Investment Management
Alabama
$3.83M -$123K -4,656 -3%
AL
643
Agran Libbie
California
$3.83M -$117K -4,435 -3%
ACP
644
Ashfield Capital Partners
California
$3.81M -$20.2K -766 -0.5%
EB
645
Eastern Bank
Massachusetts
$3.79M -$249K -9,466 -6%
CMBA
646
C.M. Bidwell & Associates
Hawaii
$3.78M -$5.24K -199 -0.1%
SI
647
SII Investments
Wisconsin
$3.77M +$84K +3,191 +2%
LIM
648
Loudon Investment Management
New Hampshire
$3.77M +$3.73M +141,786 New
OCM
649
Orleans Capital Management
Louisiana
$3.76M -$46.5K -1,767 -1%
RMA
650
Roffman Miller Associates
Pennsylvania
$3.76M +$248K +9,428 +7%

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.