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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
SBWM
776
Sunflower Bank Wealth Management
Arizona
$2.67M -$147K -5,701 -5%
PHS
777
Pekin Hardy Strauss
Illinois
$2.67M -$68.4K -2,648 -3%
ST
778
Spinnaker Trust
Maine
$2.67M -$242K -9,381 -9%
MC
779
Martin & Co
Tennessee
$2.67M +$17.7K +686 +0.7%
WA
780
Wheatland Advisors
Pennsylvania
$2.66M +$85.9K +3,322 +3%
DCM
781
Delta Capital Management
New Jersey
$2.66M -$36.8K -1,423 -1%
MNBTD
782
Moody National Bank Trust Division
Texas
$2.65M
MCM
783
Monarch Capital Management
Indiana
$2.64M +$41.1K +1,589 +2%
YIA
784
YHB Investment Advisors
Connecticut
$2.64M -$653K -25,253 -20%
WG
785
Winton Group
United Kingdom
$2.63M -$104M -4,018,646 -98%
IAS
786
IMA Advisory Services
Colorado
$2.62M -$139K -5,395 -5%
BAM
787
Brave Asset Management
New Jersey
$2.61M -$18.8K -729 -0.7%
FSA
788
Financial Sense Advisors
California
$2.61M +$2.51M +97,135 New
PTC
789
Private Trust Company
Ohio
$2.6M -$239K -9,234 -9%
Kayne Anderson Rudnick Investment Management
790
Kayne Anderson Rudnick Investment Management
California
$2.6M +$321K +12,403 +15%
BB
791
Bell Bank
North Dakota
$2.59M -$75.2K -2,910 -3%
DVM
792
Dreman Value Management
Florida
$2.59M +$40.7K +1,573 +2%
BB
793
Busey Bank
Illinois
$2.58M -$154K -5,961 -6%
WKWM
794
Walter & Keenan Wealth Management
Indiana
$2.58M +$14.3K +553 +0.6%
SSWM
795
Smith Salley Wealth Management
North Carolina
$2.57M +$206K +7,982 +9%
WC
796
Woodstock Corp
Massachusetts
$2.56M -$87.2K -3,376 -3%
VIA
797
Vantage Investment Advisors
Pennsylvania
$2.55M -$1.87M -72,170 -43%
KT
798
Kanaly Trust
Texas
$2.55M -$62.4K -2,415 -2%
AB
799
AT Bancorp
Iowa
$2.54M -$7.7K -298 -0.3%
CCM
800
Crossvault Capital Management
Texas
$2.54M +$5.3K +205 +0.2%

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.