We are live on ! Find out more
T icon

AT&T
T

1,709 hedge funds and large institutions have $93B invested in AT&T in 2014 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 701 increasing their positions, 666 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 63

6% more funds holding

Funds holding: 1,605 → 1,709 (+104)

5% more repeat investments, than reductions

Existing positions increased: 701 | Existing positions reduced: 666

0.81% more ownership

Funds ownership: 69.93% → 70.74% (+0.81%)

4% less capital invested

Capital invested by funds: $96.4B → $93B (-$3.43B)

18% less funds holding in top 10

Funds holding in top 10: 131 → 107 (-24)

20% less call options, than puts

Call options by funds: $2.36B | Put options by funds: $2.97B

Holders
1,709
Holders Change
+104
Holders Change %
+6.48%
% of All Funds
45.56%
Holding in Top 10
107
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-18.32%
% of All Funds
2.85%
New
186
Increased
701
Reduced
666
Closed
63
Calls
$2.36B
Puts
$2.97B
Net Calls
-$603M
Net Calls Change
+$329M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$307M
2
State Street
State Street
Massachusetts
+$244M
3
BFA
BlackRock Fund Advisors
California
+$189M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$171M
5
N
Natixis
France
+$163M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$360M
2
Bank of America
Bank of America
North Carolina
-$299M
3
Capital World Investors
Capital World Investors
California
-$286M
4
Franklin Resources
Franklin Resources
California
-$234M
5
ETC
Evercore Trust Company
New York
-$148M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
801
Salem Investment Counselors
North Carolina
$2.44M -$493K -18,984 -17%
MCM
802
Monarch Capital Management
Indiana
$2.43M -$22K -847 -0.9%
WA
803
Wheatland Advisors
Pennsylvania
$2.43M -$1.58K -61 -0.1%
KT
804
Kanaly Trust
Texas
$2.43M +$111K +4,287 +5%
CBN
805
Cadence Bank NA
Texas
$2.43M -$92K -3,545 -4%
AB
806
AT Bancorp
Iowa
$2.42M – – –
HAM
807
Hillswick Asset Management
Connecticut
$2.42M +$2.48M +95,398 New
CT
808
Cambridge Trust
Massachusetts
$2.42M +$71.4K +2,750 +3%
GIA
809
GHP Investment Advisors
Colorado
$2.41M +$114K +4,393 +5%
MSFP
810
Mark Sheptoff Financial Planning
Connecticut
$2.41M -$99.4K -3,831 -4%
PIC
811
Portland Investment Counsel
Ontario, Canada
$2.41M +$2.47M +95,047 New
PTC
812
Private Trust Company
Ohio
$2.4M +$751K +28,955 +44%
Fayez Sarofim & Co
813
Fayez Sarofim & Co
Texas
$2.4M -$8.28K -319 -0.3%
WKWM
814
Walter & Keenan Wealth Management
Indiana
$2.39M +$16.8K +646 +0.7%
AGM
815
Alpine Global Management
New York
$2.38M +$2.44M +93,936 New
BFEC
816
Benjamin F. Edwards & Company
Missouri
$2.38M +$530K +20,420 +28%
BFS
817
Bradley Foster & Sargent
Connecticut
$2.37M -$304K -11,733 -11%
EIM
818
Essex Investment Management
Massachusetts
$2.37M -$8.17K -315 -0.3%
DCM
819
Dinsmore Capital Management
New Jersey
$2.35M – – –
NA
820
Navellier & Associates
Nevada
$2.35M +$254K +9,798 +12%
GS
821
GAM Systematic
United Kingdom
$2.33M +$2.39M +92,009 New
BMO
822
Beck Mack & Oliver
New York
$2.33M -$115K -4,447 -5%
NFG
823
NewFocus Financial Group
Washington
$2.33M -$6.64K -256 -0.3%
WDA
824
Wendell David Associates
New Hampshire
$2.32M -$251K -9,685 -10%
CCM
825
Compton Capital Management
Rhode Island
$2.31M -$147K -5,660 -6%
31 32
33
34 35

T Hedge Fund Activity: Q4 2014 in Review

1,709 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2014, worth a combined $93B — down 3.6% from $96.4B a quarter earlier.

Buyers outnumbered sellers: 186 funds opened new T positions and 63 closed out — a net gain of 123 holders — while 701 added to existing stakes and 666 trimmed.

The largest buyer was Vanguard Group, adding an estimated $307M. The largest seller was JP Morgan Chase, cutting an estimated $360M.

  • 1,709 institutional investors held AT&T (T) as of Q4 2014, up from 1,605 in Q3 2014.
  • Funds reported $93B of AT&T stock for Q4 2014, down 3.6% quarter-over-quarter.
  • 186 funds opened new AT&T positions in Q4 2014 and 63 closed out, a net change of +123 holders.
  • The largest AT&T buyer in Q4 2014 was Vanguard Group, an estimated $307M added.
  • The largest AT&T seller in Q4 2014 was JP Morgan Chase, an estimated $360M sold.

Based on aggregated 13F filings for Q4 2014.