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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
WF
701
WealthTrust Fairport
Ohio
$3.15M -$52.9K -2,080 -2%
SSB
702
Sandy Spring Bank
Maryland
$3.15M +$31.3K +1,232 +1%
BW
703
Bison Wealth
Georgia
$3.15M +$450K +17,708 +16%
LW
704
Linscomb Wealth
Texas
$3.14M +$282K +11,076 +10%
CIM
705
CIM Investment Management
Pennsylvania
$3.12M
PCM
706
Parsons Capital Management
Rhode Island
$3.1M -$1.41M -55,495 -31%
FTC
707
Farmers Trust Company
Ohio
$3.1M +$3.19M +125,400 +97,969%
FNBTCON
708
First National Bank & Trust Co of Newtown
Pennsylvania
$3.09M
ISB
709
Iowa State Bank
Iowa
$3.09M +$196K +7,699 +7%
CSS
710
Cubist Systematic Strategies
Connecticut
$3.08M +$1.24M +48,811 +64%
LBC
711
Lowe Brockenbrough & Co
Virginia
$3.07M -$4.55K -179 -0.1%
SNT
712
Security National Trust
West Virginia
$3.06M -$9.25K -364 -0.3%
VAM
713
Visionary Asset Management
Texas
$3.06M +$160K +6,292 +5%
YIA
714
YHB Investment Advisors
Connecticut
$3.05M +$99K +3,895 +3%
CHC
715
City Holding Co
West Virginia
$3.02M +$117K +4,585 +4%
CTA
716
Chesley Taft & Associates
Illinois
$3M -$761K -29,926 -20%
ECM
717
Everence Capital Management
Indiana
$2.98M
HCM
718
Hollencrest Capital Management
California
$2.98M +$219K +8,624 +8%
AF
719
Allworth Financial
California
$2.97M +$19.8K +778 +0.7%
WFG
720
Wills Financial Group
Virginia
$2.95M +$125K +4,904 +4%
IT
721
Independence Trust
Tennessee
$2.94M +$30.2K +1,189 +1%
PHIMC
722
Private Harbour Investment Management & Counsel
Ohio
$2.94M +$306K +12,049 +11%
JFGIW
723
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.94M +$90.8K +3,571 +3%
DRS
724
Deane Retirement Strategies
Louisiana
$2.93M +$6.68M +262,617 New
AHC
725
Adell Harriman & Carpenter
Texas
$2.93M +$106K +4,184 +4%

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.