We are live on ! Find out more
T icon

AT&T
T

1,775 hedge funds and large institutions have $110B invested in AT&T in 2015 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 1,045 increasing their positions, 464 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 1,045 | Existing positions reduced: 464

118% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 61

19% more funds holding in top 10

Funds holding in top 10: 164 → 195 (+31)

10% more capital invested

Capital invested by funds: $99.9B → $110B (+$9.9B)

3% more funds holding

Funds holding: 1,720 → 1,775 (+55)

0.51% more ownership

Funds ownership: 71.98% → 72.49% (+0.51%)

14% less call options, than puts

Call options by funds: $1.52B | Put options by funds: $1.76B

Holders
1,775
Holders Change
+55
Holders Change %
+3.2%
% of All Funds
49.55%
Holding in Top 10
195
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+18.9%
% of All Funds
5.44%
New
133
Increased
1,045
Reduced
464
Closed
61
Calls
$1.52B
Puts
$1.76B
Net Calls
-$242M
Net Calls Change
-$417M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$2B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.94B
3
State Street
State Street
Massachusetts
+$1.4B
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$933M
5
BIT
BlackRock Institutional Trust
California
+$876M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$296M
2
JP Morgan Chase
JP Morgan Chase
New York
-$264M
3
CS
Credit Suisse
Switzerland
-$134M
4
Citigroup
Citigroup
New York
-$112M
5
TSU
TD Securities (USA)
New York
-$70.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BMO
801
Beck Mack & Oliver
New York
$2.85M +$772K +30,259 +35%
PHS
802
Pekin Hardy Strauss
Illinois
$2.83M +$398K +15,597 +16%
FCCM
803
First City Capital Management
Georgia
$2.83M +$149K +5,835 +5%
ACPU
804
Arrowgrass Capital Partners (US)
Delaware
$2.82M +$1.27M +49,959 +77%
CT
805
Cambridge Trust
Massachusetts
$2.81M +$61.6K +2,415 +2%
OIA
806
Optimum Investment Advisors
Illinois
$2.81M +$2.91M +114,155 New
Kayne Anderson Rudnick Investment Management
807
Kayne Anderson Rudnick Investment Management
California
$2.8M +$439K +17,206 +18%
CC
808
Courier Capital
New York
$2.79M +$26.7K +1,047 +0.9%
ATC
809
Argent Trust Company
Louisiana
$2.77M +$604K +23,701 +27%
NA
810
Navellier & Associates
Nevada
$2.77M -$33.4K -1,311 -1%
DLCIG
811
D.L. Carlson Investment Group
New Hampshire
$2.76M +$1.04M +40,919 +57%
HVIA
812
Hudson Valley Investment Advisors
New York
$2.73M -$361K -14,165 -11%
BW
813
Bison Wealth
Georgia
$2.71M +$15.7K +616 +0.6%
MAM
814
Mizuho Asset Management
Japan
$2.67M +$654K +25,655 +31%
CRIG
815
Charter Research & Investment Group
Connecticut
$2.67M +$71.7K +2,812 +3%
IT
816
Independence Trust
Tennessee
$2.67M -$303K -11,896 -10%
CCM
817
Catawba Capital Management
Virginia
$2.67M +$20.5K +803 +0.7%
CIA
818
Covington Investment Advisors
Pennsylvania
$2.66M +$1.24M +48,710 +82%
BOTW
819
Bank of the West
California
$2.66M -$183K -7,176 -6%
NCIM
820
New Century Investment Management
Michigan
$2.65M +$2.75M +107,906 New
AFWA
821
Ancora Family Wealth Advisors
Ohio
$2.65M +$2.75M +107,805 New
RMAM
822
Raab & Moskowitz Asset Management
New Jersey
$2.63M +$103K +4,048 +4%
NPIT
823
National Penn Investors Trust
Pennsylvania
$2.62M -$115K -4,512 -4%
NCM
824
Novare Capital Management
North Carolina
$2.61M +$2.71M +106,221 New
MGIA
825
Moneta Group Investment Advisors
Missouri
$2.61M +$1.48M +58,193 +121%
31 32
33
34 35

T Hedge Fund Activity: Q3 2015 in Review

1,775 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2015, worth a combined $110B — up 9.9% from $99.9B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new T positions and 61 closed out — a net gain of 72 holders — while 1,045 added to existing stakes and 464 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $2B. The largest seller was Deutsche Bank, cutting an estimated $296M.

  • 1,775 institutional investors held AT&T (T) as of Q3 2015, up from 1,720 in Q2 2015.
  • Funds reported $110B of AT&T stock for Q3 2015, up 9.9% quarter-over-quarter.
  • 133 funds opened new AT&T positions in Q3 2015 and 61 closed out, a net change of +72 holders.
  • The largest AT&T buyer in Q3 2015 was Berkshire Hathaway, an estimated $2B added.
  • The largest AT&T seller in Q3 2015 was Deutsche Bank, an estimated $296M sold.

Based on aggregated 13F filings for Q3 2015.