We are live on ! Find out more

1,721 hedge funds and large institutions have $99.9B invested in AT&T in 2015 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 667 increasing their positions, 775 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 62

58% more funds holding in top 10

Funds holding in top 10: 104164 (+60)

10% more capital invested

Capital invested by funds: $90.7B → $99.9B (+$9.27B)

1% more funds holding

Funds holding: 1,6961,721 (+25)

1.13% more ownership

Funds ownership: 70.85%71.98% (+1.1%)

8% more call options, than puts

Call options by funds: $2.45B | Put options by funds: $2.27B

14% less repeat investments, than reductions

Existing positions increased: 667 | Existing positions reduced: 775

Holders
1,721
Holders Change
+25
Holders Change %
+1.47%
% of All Funds
46.36%
Holding in Top 10
164
Holding in Top 10 Change
+60
Holding in Top 10 Change %
+57.69%
% of All Funds
4.42%
New
104
Increased
667
Reduced
775
Closed
62
Calls
$2.45B
Puts
$2.27B
Net Calls
+$174M
Net Calls Change
+$134M
Name Holding Trade Value Shares
Change
Change in
Stake
WRM
676
Westport Resources Management
Connecticut
$3.63M +$23.9K +924 +0.7%
CLOS
677
Compagnie Lombard Odier SCmA
Switzerland
$3.62M -$768K -29,720 -18%
VNA
678
Valley National Advisers
Pennsylvania
$3.61M -$24.9K -964 -0.7%
UFG
679
United Fire Group
Iowa
$3.61M
BFA
680
Bragg Financial Advisors
North Carolina
$3.61M +$60K +2,320 +2%
RMA
681
Roffman Miller Associates
Pennsylvania
$3.6M -$80K -3,097 -2%
NC
682
Northpointe Capital
Michigan
$3.57M +$566K +21,883 +20%
1IA
683
1834 Investment Advisors
Wisconsin
$3.57M +$57.6K +2,228 +2%
HCM
684
Harvey Capital Management
Florida
$3.56M -$2.97M -115,026 -47%
ZB
685
Zions Bancorporation
Utah
$3.53M +$655K +25,355 +24%
FDS
686
First Dallas Securities
Texas
$3.53M -$134K -5,190 -4%
DIA
687
Denver Investment Advisors
Colorado
$3.52M +$62.6K +2,421 +2%
GI
688
GAMCO Investors
Connecticut
$3.5M -$277K -10,725 -8%
PL
689
Perpetual Ltd
Australia
$3.48M -$95.8K -3,708 -3%
SAMNY
690
Samsung Asset Management (New York)
New York
$3.48M -$3.31M -128,243 -50%
ISB
691
Iowa State Bank
Iowa
$3.47M +$107K +4,139 +3%
FNFDCM
692
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.47M -$75.1K -2,907 -2%
SMM
693
Stadion Money Management
Georgia
$3.47M -$753K -29,140 -18%
WSC
694
Wellington Shields & Co
New York
$3.45M +$8.14K +315 +0.2%
GAM
695
Gotham Asset Management
New York
$3.45M -$969K -37,496 -23%
ZA
696
Zweig Advisers
Connecticut
$3.44M
Victory Capital Management
697
Victory Capital Management
Texas
$3.43M +$3.21M +124,191 +3,262%
CIM
698
CIM Investment Management
Pennsylvania
$3.43M +$30.1K +1,166 +0.9%
GA
699
Geneva Advisors
Illinois
$3.42M -$133K -5,146 -4%
CTA
700
Chesley Taft & Associates
Illinois
$3.41M +$144K +5,591 +5%

T Hedge Fund Activity: Q2 2015 in Review

1,721 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2015, worth a combined $99.9B — up 10% from $90.7B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new T positions and 62 closed out — a net gain of 42 holders — while 667 added to existing stakes and 775 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $779M. The largest seller was Evercore Trust Company, cutting an estimated $411M.

  • 1,721 institutional investors held AT&T (T) as of Q2 2015, up from 1,696 in Q1 2015.
  • Funds reported $99.9B of AT&T stock for Q2 2015, up 10% quarter-over-quarter.
  • 104 funds opened new AT&T positions in Q2 2015 and 62 closed out, a net change of +42 holders.
  • The largest AT&T buyer in Q2 2015 was JP Morgan Chase, an estimated $779M added.
  • The largest AT&T seller in Q2 2015 was Evercore Trust Company, an estimated $411M sold.

Based on aggregated 13F filings for Q2 2015.