AT&T
1,619 hedge funds and large institutions have $96.4B invested in AT&T in 2014 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 720 increasing their positions, 678 reducing their positions, and 72 closing their positions.
39% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 72
12% more call options, than puts
Call options by funds: $1.55B | Put options by funds: $1.38B
9% more funds holding in top 10
Funds holding in top 10: 123 → 134 (+11)
6% more repeat investments, than reductions
Existing positions increased: 720 | Existing positions reduced: 678
1% more funds holding
Funds holding: 1,609 → 1,619 (+10)
0.17% more ownership
Funds ownership: 69.77% → 69.94% (+0.17%)
1% less capital invested
Capital invested by funds: $97.5B → $96.4B (-$1.1B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$516M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$366M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
+$234M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$192M |
| 5 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$189M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$398M |
| 2 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$359M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$321M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$282M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$258M |
T Hedge Fund Activity: Q1 2014 in Review
1,619 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2014, worth a combined $96.4B — down 1.1% from $97.5B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new T positions and 72 closed out — a net gain of 28 holders — while 720 added to existing stakes and 678 trimmed.
The largest buyer was LSV Asset Management, adding an estimated $516M. The largest seller was State Street, cutting an estimated $398M.
- 1,619 institutional investors held AT&T (T) as of Q1 2014, up from 1,609 in Q4 2013.
- Funds reported $96.4B of AT&T stock for Q1 2014, down 1.1% quarter-over-quarter.
- 100 funds opened new AT&T positions in Q1 2014 and 72 closed out, a net change of +28 holders.
- The largest AT&T buyer in Q1 2014 was LSV Asset Management, an estimated $516M added.
- The largest AT&T seller in Q1 2014 was State Street, an estimated $398M sold.
Based on aggregated 13F filings for Q1 2014.