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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
NSIM
651
North Star Investment Management
Illinois
$3.76M +$470K +17,868 +14%
Janus Henderson Group
652
Janus Henderson Group
United Kingdom
$3.72M +$124K +4,700 +3%
CANC
653
Culbertson A N & Co
Virginia
$3.71M -$9.34K -355 -0.3%
WAM
654
Weatherly Asset Management
California
$3.7M +$48.3K +1,837 +1%
SC
655
Schulhoff & Co
Ohio
$3.7M
EWM
656
Evercore Wealth Management
New York
$3.69M +$1.23M +46,804 +51%
CIM
657
CIM Investment Management
Pennsylvania
$3.66M +$1.03M +39,082 +40%
PCA
658
Private Capital Advisors
Connecticut
$3.66M +$50.5K +1,920 +1%
LBC
659
Lowe Brockenbrough & Co
Virginia
$3.63M -$36.3K -1,379 -1%
WFM
660
Wilmington Funds Management
Delaware
$3.62M -$195K -7,414 -5%
WSTAM
661
Wilbanks Smith & Thomas Asset Management
Virginia
$3.6M -$168K -6,400 -5%
FSC
662
Fiduciary Services Corp
Georgia
$3.58M -$95.6K -3,635 -3%
UFG
663
United Fire Group
Iowa
$3.57M
SHGA
664
Sand Hill Global Advisors
California
$3.57M -$902K -34,301 -20%
CM
665
Churchill Management
California
$3.55M -$179K -6,807 -5%
ONB
666
Old National Bancorp
Indiana
$3.55M -$82.4K -3,133 -2%
BCM
667
Birmingham Capital Management
Alabama
$3.55M -$52.3K -1,986 -1%
CAM
668
Cubic Asset Management
Massachusetts
$3.54M +$262K +9,963 +8%
SGCA
669
Steel Grove Capital Advisors
Tennessee
$3.53M +$506K +19,248 +17%
FMII
670
Farmers & Merchants Investments Inc
Nebraska
$3.52M +$128K +4,866 +4%
FM
671
Foster & Motley
Ohio
$3.5M -$24.1K -915 -0.7%
PG
672
PEAK6 Group
Illinois
$3.46M -$591K -22,447 -15%
CIP
673
Convergence Investment Partners
Florida
$3.46M -$3.1M -117,903 -47%
GT
674
Glenview Trust
Kentucky
$3.45M +$3.42M +130,080 New
SIC
675
Sigma Investment Counselors
Michigan
$3.45M -$47.1K -1,792 -1%

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.