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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
ACI
701
Alpha Cubed Investments
California
$3.18M +$3.15M +119,871 New
GA
702
Geneva Advisors
Illinois
$3.17M +$72.2K +2,746 +2%
WCM
703
Winton Capital Management
United Kingdom
$3.16M -$22.1M -841,782 -88%
IPRC
704
Indices-Pac Research Corporation
New Jersey
$3.16M +$187K +7,090 +6%
DHFB
705
Dixon Hubard Feinour & Brown
Virginia
$3.16M +$7.84K +298 +0.3%
FMC
706
First Merchants Corp
Indiana
$3.15M -$110K -4,188 -3%
TYCC
707
Texas Yale Capital Corp
Florida
$3.13M +$333K +12,644 +12%
GC
708
Grimes & Company
Massachusetts
$3.13M +$529K +20,116 +21%
CC
709
Courier Capital
New York
$3.13M -$113K -4,303 -4%
NAMA
710
Nikko Asset Management Americas
New York
$3.12M +$171K +6,488 +6%
UF
711
Univest Financial
Pennsylvania
$3.12M +$13.2K +500 +0.4%
AHC
712
Adell Harriman & Carpenter
Texas
$3.11M -$22.5K -856 -0.7%
ST
713
Sentinel Trust
Texas
$3.11M +$1.23M +46,774 +66%
FDS
714
First Dallas Securities
Texas
$3.1M +$58.7K +2,232 +2%
CCM
715
Catawba Capital Management
Virginia
$3.09M +$114K +4,332 +4%
RNS
716
Robert N. Shapiro
$3.08M -$62.8K -2,387 -2%
WC
717
Woodstock Corp
Massachusetts
$3.08M +$62.4K +2,370 +2%
BPM
718
Bowling Portfolio Management
Ohio
$3.06M -$37.4K -1,422 -1%
Bessemer Group
719
Bessemer Group
New Jersey
$3.06M +$957K +36,384 +46%
MSR
720
Main Street Research
Connecticut
$3.05M -$24.3K -924 -0.8%
SAG
721
Sterne Agee Group
Alabama
$3.02M +$1.37M +52,088 +84%
BO
722
Bank OZK
Arkansas
$3.02M +$118K +4,468 +4%
FAT
723
First American Trust
California
$3.02M -$86.9K -3,304 -3%
SNT
724
Security National Trust
West Virginia
$3.02M +$71K +2,699 +2%
YIA
725
YHB Investment Advisors
Connecticut
$3.01M -$66K -2,509 -2%

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.