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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
OWD
851
Osborn Williams & Donohoe
Ohio
$2.1M +$34.7K +1,364 +2%
BKA
852
Brick & Kyle Associates
Pennsylvania
$2.1M +$68.3K +2,687 +3%
PIA
853
Peachtree Investment Advisors
Georgia
$2.1M -$89.1K -3,507 -4%
BPM
854
Bowling Portfolio Management
Ohio
$2.1M -$34.2K -1,345 -2%
CAM
855
Columbia Asset Management
Michigan
$2.1M +$88.8K +3,493 +4%
MCM
856
Matarin Capital Management
New York
$2.09M +$2.16M +84,904 New
FAM
857
Foothills Asset Management
Arizona
$2.09M +$89.2K +3,509 +4%
Kayne Anderson Rudnick Investment Management
858
Kayne Anderson Rudnick Investment Management
California
$2.08M +$484K +19,025 +29%
HPBT
859
High Point Bank & Trust
North Carolina
$2.07M -$54.1K -2,128 -2%
BIA
860
Biondo Investment Advisors
Pennsylvania
$2.07M +$194K +7,627 +10%
DSC
861
Duncker Streett & Co
Missouri
$2.06M -$2.24K -88 -0.1%
ST
862
Somerset Trust
Pennsylvania
$2.05M +$113K +4,429 +6%
TWA
863
TCI Wealth Advisors
Arizona
$2.05M +$165K +6,500 +8%
HIC
864
Holderness Investments Company
North Carolina
$2.04M -$116K -4,553 -5%
TCOT
865
Trust Company of Toledo
Ohio
$2.04M +$48.2K +1,896 +2%
GCP
866
GSA Capital Partners
United Kingdom
$2.04M +$2.1M +82,655 New
TF
867
Tompkins Financial
New York
$2.04M -$6.66K -262 -0.3%
PRCM
868
Pine River Capital Management
Minnesota
$2.03M -$5.34M -210,219 -72%
PCC
869
Park Circle Company
Maryland
$2.03M -$704K -27,705 -25%
MSFP
870
Mark Sheptoff Financial Planning
Connecticut
$2.02M -$331K -13,004 -14%
GIA
871
Guyasuta Investment Advisors
Pennsylvania
$2.02M +$159K +6,264 +8%
PTB
872
Pioneer Trust Bank
Oregon
$2.02M +$25.5K +1,005 +1%
BCFS
873
Butensky & Cohen Financial Security
Florida
$2.01M +$31K +1,218 +2%
SAMC
874
Shinko Asset Management Company
Japan
$2M +$115K +4,516 +6%
EFSCE
875
Enterprise Financial Services Corp (EFSC)
Missouri
$2M +$643K +25,291 +45%

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.