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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
MCM
801
Monarch Capital Management
Indiana
$2.39M +$23.6K +927 +1%
IMOV
802
Investment Management of Virginia
Virginia
$2.38M -$12.1K -477 -0.5%
WA
803
Wheatland Advisors
Pennsylvania
$2.36M -$1.55K -61 -0.1%
WKWM
804
Walter & Keenan Wealth Management
Indiana
$2.35M +$35.9K +1,413 +2%
HAM
805
Hillswick Asset Management
Connecticut
$2.35M
GIA
806
GHP Investment Advisors
Colorado
$2.35M +$8.41K +331 +0.3%
AB
807
AT Bancorp
Iowa
$2.34M -$10K -394 -0.4%
DVM
808
Dreman Value Management
Florida
$2.34M +$606K +23,838 +34%
YMRC
809
Yorktown Management & Research Company
Virginia
$2.33M +$1.25M +49,120 +108%
KAM
810
Kokusai Asset Management
Japan
$2.33M -$178K -7,017 -7%
CCM
811
Crossvault Capital Management
Texas
$2.33M +$97.6K +3,840 +4%
Fayez Sarofim & Co
812
Fayez Sarofim & Co
Texas
$2.32M -$10.7K -422 -0.4%
SIG
813
Schooner Investment Group
Pennsylvania
$2.3M -$1.01M -39,720 -30%
BST
814
Bath Savings Trust
Maine
$2.29M +$156K +6,155 +7%
Rafferty Asset Management
815
Rafferty Asset Management
New York
$2.29M +$2.15M +84,421 +1,006%
DCM
816
Dinsmore Capital Management
New Jersey
$2.29M
BAS
817
Brown Advisory Securities
Maryland
$2.26M +$83.3K +3,276 +4%
GP
818
Girard Partners
Pennsylvania
$2.26M +$285K +11,223 +14%
PFSC
819
Peoples Financial Services Corp
Pennsylvania
$2.25M +$245K +9,630 +12%
QI
820
Qualcomm Inc
California
$2.25M -$8.69M -341,724 -79%
MC
821
Mathes Company
New York
$2.24M +$214K +8,408 +10%
WDA
822
Wendell David Associates
New Hampshire
$2.23M -$14.3K -563 -0.6%
LI
823
Longer Investments
Arkansas
$2.23M +$782K +30,777 +52%
1832 Asset Management
824
1832 Asset Management
Ontario, Canada
$2.23M -$15.3M -602,023 -87%
CBN
825
Cadence Bank NA
Texas
$2.21M -$156K -6,142 -6%

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.