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1,607 hedge funds and large institutions have $97.5B invested in AT&T in 2013 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 599 increasing their positions, 673 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

306% more first-time investments, than exits

New positions opened: 199 | Existing positions closed: 49

9% more funds holding

Funds holding: 1,4781,607 (+129)

1% more capital invested

Capital invested by funds: $96.3B → $97.5B (+$1.26B)

5% less call options, than puts

Call options by funds: $1.43B | Put options by funds: $1.5B

1.3% less ownership

Funds ownership: 71.07%69.77% (-1.3%)

5% less funds holding in top 10

Funds holding in top 10: 129123 (-6)

11% less repeat investments, than reductions

Existing positions increased: 599 | Existing positions reduced: 673

Holders
1,607
Holders Change
+129
Holders Change %
+8.73%
% of All Funds
46.65%
Holding in Top 10
123
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.65%
% of All Funds
3.57%
New
199
Increased
599
Reduced
673
Closed
49
Calls
$1.43B
Puts
$1.5B
Net Calls
-$72.5M
Net Calls Change
+$445M
Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
926
Enterprise Financial Services Corp (EFSC)
Missouri
$1.78M +$59.3K +2,255 +3%
IIM
927
Ipswich Investment Management
Massachusetts
$1.78M
MAA
928
Matrix Asset Advisors
New York
$1.78M +$447K +17,000 +34%
PIP
929
Palisades Investment Partners
California
$1.78M -$557K -21,184 -24%
AAMU
930
Amundi Asset Management US
Massachusetts
$1.77M -$18.9M -719,242 -92%
AP
931
Appleton Partners
Massachusetts
$1.76M -$21.8K -828 -1%
CVSCT
932
C.V. Starr & Co Trust
New York
$1.76M
GC
933
Gruss & Co
Florida
$1.76M
BONST
934
Bank of Nova Scotia Trust
Ontario, Canada
$1.75M +$163K +6,194 +10%
CHJWM
935
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.75M +$168K +6,387 +11%
WPP
936
Whalerock Point Partners
Rhode Island
$1.73M +$1.72M +65,265 New
HCM
937
Hengehold Capital Management
Ohio
$1.73M +$1.71M +64,955 New
PL
938
Parthenon LLC
Kentucky
$1.71M -$25.4K -967 -1%
Jane Street
939
Jane Street
New York
$1.69M +$1.42M +53,948 +550%
LCP
940
Legacy Capital Partners
Wisconsin
$1.68M +$16.4K +625 +1%
KCPG
941
Kavar Capital Partners Group
Kansas
$1.68M +$1.66M +63,193 New
GAM
942
Gotham Asset Management
New York
$1.67M -$977K -37,121 -37%
FCM
943
Forester Capital Management
Illinois
$1.67M -$971K -36,913 -37%
EHWM
944
Eads & Heald Wealth Management
Georgia
$1.67M -$38.3K -1,457 -2%
HCM
945
Horrell Capital Management
Arkansas
$1.67M -$29.7K -1,128 -2%
CC
946
Columbia Capital
California
$1.67M +$163K +6,190 +11%
GP
947
Girard Partners
Pennsylvania
$1.66M +$1.64M +62,488 New
MAM
948
Mizuho Asset Management
Japan
$1.65M -$37.9K -1,439 -2%
S
949
SignatureFD
Georgia
$1.65M +$104K +3,944 +7%
Mirae Asset Global Investments
950
Mirae Asset Global Investments
South Korea
$1.64M -$1.1M -41,643 -40%

T Hedge Fund Activity: Q4 2013 in Review

1,607 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2013, worth a combined $97.5B — up 1.3% from $96.3B a quarter earlier.

Buyers outnumbered sellers: 199 funds opened new T positions and 49 closed out — a net gain of 150 holders — while 599 added to existing stakes and 673 trimmed.

The largest buyer was Pictet Asset Management (UK), adding an estimated $245M. The largest seller was Capital Research Global Investors, cutting an estimated $626M.

  • 1,607 institutional investors held AT&T (T) as of Q4 2013, up from 1,478 in Q3 2013.
  • Funds reported $97.5B of AT&T stock for Q4 2013, up 1.3% quarter-over-quarter.
  • 199 funds opened new AT&T positions in Q4 2013 and 49 closed out, a net change of +150 holders.
  • The largest AT&T buyer in Q4 2013 was Pictet Asset Management (UK), an estimated $245M added.
  • The largest AT&T seller in Q4 2013 was Capital Research Global Investors, an estimated $626M sold.

Based on aggregated 13F filings for Q4 2013.