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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
BSB
926
Bangor Savings Bank
Maine
$1.8M +$45K +1,733 +3%
BC
927
Burney Company
Virginia
$1.79M -$60K -2,311 -3%
CIM
928
Corda Investment Management
Texas
$1.79M -$19.4K -747 -1%
IAMOG
929
Investors Asset Management of Georgia
Georgia
$1.77M +$1.81M +69,702 New
EWM
930
Evercore Wealth Management
New York
$1.76M -$485K -18,707 -21%
CNFG
931
Creegan & Nassoura Financial Group
New Hampshire
$1.76M +$1.8M +69,309 New
PAM
932
Peninsula Asset Management
Florida
$1.75M -$6.88K -265 -0.4%
TBNY
933
Trustco Bank (New York)
New York
$1.74M +$56.4K +2,173 +3%
BFO
934
Boston Family Office
Massachusetts
$1.74M +$4.05K +156 +0.2%
LCP
935
Legacy Capital Partners
Wisconsin
$1.74M +$165K +6,349 +10%
CIA
936
Choate Investment Advisors
Massachusetts
$1.73M +$67.8K +2,612 +4%
PMG
937
ProVise Management Group
Florida
$1.73M +$12.9K +497 +0.7%
VC
938
Vicus Capital
Pennsylvania
$1.72M -$194K -7,472 -10%
SC
939
Savant Capital
Illinois
$1.72M -$43K -1,658 -2%
TCM
940
Telos Capital Management
California
$1.71M +$144K +5,565 +9%
CHJWM
941
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.71M -$154K -5,922 -8%
HCM
942
Hall Capital Management
Rhode Island
$1.71M +$1.75M +67,261 New
GAG
943
GM Advisory Group
New York
$1.7M -$198K -7,626 -10%
HCM
944
Hengehold Capital Management
Ohio
$1.7M +$6.02K +232 +0.3%
Fisher Asset Management
945
Fisher Asset Management
Washington
$1.7M +$91K +3,506 +6%
TSW
946
Thompson Siegel & Walmsley
Virginia
$1.7M -$1.3M -50,144 -43%
SAM
947
SignalPoint Asset Management
Missouri
$1.7M -$201K -7,762 -10%
REMPR
948
Roof Eidam Maycock Peralta (REMP)
California
$1.69M +$1.73M +66,704 New
RB
949
Rodgers Brothers
Pennsylvania
$1.69M +$58.7K +2,262 +4%
AF
950
Aldebaran Financial
$1.68M -$54.8K -2,113 -3%
36 37
38
39 40

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.