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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
WWM
926
Willingdon Wealth Management
North Carolina
$1.76M -$759K -29,876 -30%
PMG
927
ProVise Management Group
Florida
$1.75M +$72.5K +2,851 +4%
BA
928
Bennicas & Associates
California
$1.75M -$43.3K -1,702 -2%
SWM
929
SVA Wealth Management
Wisconsin
$1.74M +$257K +10,109 +17%
ASN
930
Advisory Services Network
Georgia
$1.74M +$409K +16,100 +30%
TCM
931
Telos Capital Management
California
$1.73M +$63.7K +2,508 +4%
HRC
932
Hoertkorn Richard Charles
$1.73M -$172K -6,752 -9%
JIC
933
Joel Isaacson & Co
New York
$1.72M +$687K +27,040 +63%
LCP
934
Legacy Capital Partners
Wisconsin
$1.72M +$32.6K +1,284 +2%
SAM
935
SignalPoint Asset Management
Missouri
$1.71M +$64.7K +2,545 +4%
WJA
936
Williams Jones & Associates
New York
$1.7M -$86.6K -3,408 -5%
BFO
937
Boston Family Office
Massachusetts
$1.69M +$4.02K +158 +0.2%
RB
938
Rodgers Brothers
Pennsylvania
$1.68M +$33.8K +1,328 +2%
TAM
939
Todd Asset Management
Kentucky
$1.68M +$61.7K +2,426 +4%
AHS
940
Aspiriant Holdings S3
California
$1.68M +$183K +7,183 +12%
SC
941
Savant Capital
Illinois
$1.67M +$4.88K +192 +0.3%
CHJWM
942
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.67M +$8.46K +333 +0.5%
HCM
943
Hall Capital Management
Rhode Island
$1.67M +$7.55K +297 +0.4%
OCM
944
One Capital Management
California
$1.66M +$122K +4,797 +8%
LAIC
945
Lederer & Associates Investment Counsel
California
$1.66M +$57K +2,244 +3%
WPP
946
Whalerock Point Partners
Rhode Island
$1.65M +$20.9K +824 +1%
MCM
947
Maple Capital Management
Vermont
$1.65M -$131K -5,145 -7%
CNFG
948
Creegan & Nassoura Financial Group
New Hampshire
$1.65M -$61.4K -2,417 -3%
SCM
949
Summit Capital Management
Washington
$1.65M +$58.9K +2,317 +4%
HCM
950
Hengehold Capital Management
Ohio
$1.65M -$3.18K -125 -0.2%

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.