We are live on ! Find out more

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
KCPG
826
Kavar Capital Partners Group
Kansas
$2.2M +$38.8K +1,527 +2%
BCM
827
Bluefin Capital Management
New York
$2.19M -$2.45M -96,347 -52%
BFA
828
Benedict Financial Advisors
Georgia
$2.19M +$197K +7,745 +10%
NFG
829
NewFocus Financial Group
Washington
$2.19M -$71.9K -2,829 -3%
EIM
830
Essex Investment Management
Massachusetts
$2.19M -$120K -4,740 -5%
BIC
831
Bridges Investment Counsel
Nebraska
$2.18M +$85.8K +3,376 +4%
WFMPM
832
Woodley Farra Manion Portfolio Management
Indiana
$2.18M +$36.8K +1,447 +2%
GAG
833
GM Advisory Group
New York
$2.17M +$529K +20,795 +31%
ACP
834
Aviance Capital Partners
Florida
$2.17M -$1.12K -44 -0.1%
SWM
835
Stockman Wealth Management
Montana
$2.17M +$140K +5,503 +7%
MIM
836
Marco Investment Management
Georgia
$2.17M +$228K +8,975 +11%
SSWM
837
Smith Salley Wealth Management
North Carolina
$2.17M +$269K +10,589 +14%
SWA
838
SFMG Wealth Advisors
Texas
$2.16M +$1.37M +53,797 +159%
BCMO
839
Buckingham Capital Management (Ohio)
Ohio
$2.16M -$12.6K -494 -0.6%
SLG
840
Stanley-Laman Group
Pennsylvania
$2.16M +$94.9K +3,734 +4%
WB
841
Webster Bank
Connecticut
$2.16M -$74K -2,913 -3%
BMO
842
Beck Mack & Oliver
New York
$2.15M -$115K -4,515 -5%
FMC
843
First Merchants Corp
Indiana
$2.15M +$90.8K +3,572 +4%
ATC
844
Adirondack Trust Company
New York
$2.15M +$23.4K +921 +1%
PAM
845
Palisade Asset Management
Minnesota
$2.13M +$261K +10,287 +14%
CCM
846
Compton Capital Management
Rhode Island
$2.13M -$121K -4,749 -5%
MSS
847
Mitchell Sinkler & Starr
Pennsylvania
$2.11M -$839 -33 -0%
AF
848
Arrow Financial
New York
$2.1M -$79.5K -3,127 -4%
HKIM
849
Hayek Kallen Investment Management
Alabama
$2.1M +$239K +9,387 +12%
BPC
850
Banque Pictet & Cie
Switzerland
$2.1M +$720K +28,308 +50%

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.