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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
BMO
776
Beck Mack & Oliver
New York
$2.65M -$53 -2 -0%
GJIC
777
Gamble Jones Investment Counsel
California
$2.65M +$142K +5,398 +6%
DJSG
778
D.J. St. Germain
Massachusetts
$2.64M -$4.47K -170 -0.2%
PL
779
Perpetual Ltd
Australia
$2.63M +$209K +7,944 +9%
CA
780
Cornerstone Advisors
North Carolina
$2.62M
HRC
781
Hoertkorn Richard Charles
$2.61M +$2.59M +98,307 New
LI
782
Longer Investments
Arkansas
$2.6M -$22.6K -860 -0.9%
MNBTD
783
Moody National Bank Trust Division
Texas
$2.59M +$21.2K +807 +0.8%
FCCM
784
First City Capital Management
Georgia
$2.58M +$60K +2,280 +2%
TNB
785
Thomasville National Bank
Georgia
$2.58M -$281K -10,677 -10%
CHC
786
City Holding Co
West Virginia
$2.58M +$2.56M +97,137 New
IMOV
787
Investment Management of Virginia
Virginia
$2.57M -$8.71K -331 -0.3%
PFSC
788
Peoples Financial Services Corp
Pennsylvania
$2.56M +$2.54M +96,559 New
NFG
789
NewFocus Financial Group
Washington
$2.55M +$2.52M +95,901 New
MC
790
Martin & Co
Tennessee
$2.55M -$177K -6,722 -7%
PTC
791
Philadelphia Trust Company
Pennsylvania
$2.54M -$63.1K -2,399 -2%
IT
792
Independence Trust
Tennessee
$2.54M +$195K +7,408 +8%
CCT
793
Capital City Trust
Florida
$2.54M +$1.68K +64 +0.1%
ST
794
Spinnaker Trust
Maine
$2.53M -$74.8K -2,844 -3%
EIM
795
Essex Investment Management
Massachusetts
$2.52M -$26.1K -993 -1%
HC
796
Hendley & Co
Ohio
$2.52M +$7.5K +285 +0.3%
VIP
797
Vantage Investment Partners
Missouri
$2.52M +$13.7K +519 +0.6%
FMT
798
First Mercantile Trust
Tennessee
$2.51M -$91.7K -3,485 -4%
NIS
799
National Investment Services
Wisconsin
$2.5M +$690K +26,219 +39%
LA
800
Lynch & Associates
Indiana
$2.5M +$220K +8,349 +10%

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.