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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
TF
851
Tompkins Financial
New York
$2.1M -$75.3K -2,903 -3%
Tudor Investment Corp
852
Tudor Investment Corp
Connecticut
$2.1M +$956K +36,848 +80%
SHA
853
Smith Hayes Advisers
Nebraska
$2.1M +$121K +4,665 +6%
HBT
854
Hills Bank & Trust
Iowa
$2.1M -$11.8K -454 -0.5%
BKA
855
Brick & Kyle Associates
Pennsylvania
$2.1M +$2.14M +82,573 New
TB
856
Terril Brothers
Missouri
$2.09M +$8.77K +338 +0.4%
MC
857
Mathes Company
New York
$2.09M +$21.1K +815 +1%
SWM
858
Stockman Wealth Management
Montana
$2.09M +$2.14M +82,374 New
FMT
859
First Mercantile Trust
Tennessee
$2.08M -$23.2K -894 -1%
RT
860
Reliance Trust
Georgia
$2.08M +$10.4K +402 +0.5%
PFSC
861
Peoples Financial Services Corp
Pennsylvania
$2.07M -$8.25K -318 -0.4%
CAM
862
Columbia Asset Management
Michigan
$2.07M +$19.1K +738 +0.9%
MHIC
863
Marble Harbor Investment Counsel
Massachusetts
$2.06M +$77.3K +2,979 +4%
FAM
864
Foothills Asset Management
Arizona
$2.06M -$92.1K -3,549 -4%
CIA
865
Covington Investment Advisors
Pennsylvania
$2.06M +$80.4K +3,098 +4%
CGT
866
Capital Guardian Trust
California
$2.05M -$4.02M -154,808 -66%
TCOT
867
Trust Company of Toledo
Ohio
$2.05M +$907K +34,960 +76%
FAM
868
Fred Alger Management
New York
$2.05M – – –
PTB
869
Pioneer Trust Bank
Oregon
$2.05M +$26.8K +1,034 +1%
GP
870
Girard Partners
Pennsylvania
$2.04M +$156K +6,001 +8%
BCFS
871
Butensky & Cohen Financial Security
Florida
$2.04M +$2.09M +80,449 New
BAM
872
Burnham Asset Management
New York
$2.04M -$13.7K -529 -0.7%
PG
873
Patten Group
Tennessee
$2.04M +$2.09M +80,371 New
FA
874
FDx Advisors
Illinois
$2.03M +$706K +27,209 +52%
LCM
875
Laurion Capital Management
New York
$2.02M +$2.06M +79,440 New
33 34
35
36 37

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.