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1,721 hedge funds and large institutions have $99.9B invested in AT&T in 2015 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 667 increasing their positions, 775 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 62

58% more funds holding in top 10

Funds holding in top 10: 104164 (+60)

10% more capital invested

Capital invested by funds: $90.7B → $99.9B (+$9.27B)

1% more funds holding

Funds holding: 1,6961,721 (+25)

1.13% more ownership

Funds ownership: 70.85%71.98% (+1.1%)

8% more call options, than puts

Call options by funds: $2.45B | Put options by funds: $2.27B

14% less repeat investments, than reductions

Existing positions increased: 667 | Existing positions reduced: 775

Holders
1,721
Holders Change
+25
Holders Change %
+1.47%
% of All Funds
46.36%
Holding in Top 10
164
Holding in Top 10 Change
+60
Holding in Top 10 Change %
+57.69%
% of All Funds
4.42%
New
104
Increased
667
Reduced
775
Closed
62
Calls
$2.45B
Puts
$2.27B
Net Calls
+$174M
Net Calls Change
+$134M
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
926
Mackenzie Financial
Ontario, Canada
$1.92M -$18.7K -724 -1%
CWM
927
Calamos Wealth Management
Illinois
$1.91M +$691K +26,749 +60%
DLCIG
928
D.L. Carlson Investment Group
New Hampshire
$1.91M +$290K +11,207 +19%
HRC
929
Hoertkorn Richard Charles
$1.89M +$10.3K +397 +0.6%
SOAMC
930
Spirit of America Management Corp
New York
$1.89M +$102K +3,945 +6%
BONST
931
Bank of Nova Scotia Trust
Ontario, Canada
$1.89M +$230K +8,886 +15%
PAM
932
Peninsula Asset Management
Florida
$1.88M +$12.8K +496 +0.7%
MBT
933
Monroe Bank & Trust
Michigan
$1.88M -$47.4K -1,833 -3%
LNC
934
Lincoln National Corp
Pennsylvania
$1.88M +$225K +8,697 +14%
RA
935
Rational Advisors
New York
$1.87M -$2.78M -107,575 -61%
NFG
936
NewFocus Financial Group
Washington
$1.87M -$492K -19,022 -21%
WWM
937
Willingdon Wealth Management
North Carolina
$1.87M -$38.6K -1,492 -2%
WPC
938
White Pine Capital
Minnesota
$1.86M +$392K +15,153 +28%
SGC
939
South Georgia Capital
Illinois
$1.85M +$715K +27,671 +67%
PRC
940
Platte River Capital
Colorado
$1.84M +$770K +29,790 +77%
BFO
941
Boston Family Office
Massachusetts
$1.84M -$1.03K -40 -0.1%
IAMOG
942
Investors Asset Management of Georgia
Georgia
$1.84M -$71.4K -2,761 -4%
Fisher Asset Management
943
Fisher Asset Management
Washington
$1.83M +$230K +8,884 +15%
KFC
944
Klingenstein Fields & Co
New York
$1.83M +$108K +4,177 +7%
SNBOSCI
945
Security National Bank of Sioux City Iowa
Iowa
$1.83M +$152K +5,868 +9%
RB
946
Rodgers Brothers
Pennsylvania
$1.83M +$3.49K +135 +0.2%
MPWT
947
MassMutual Private Wealth & Trust
Connecticut
$1.82M +$420K +16,262 +31%
WIS
948
Wright Investors Service
Connecticut
$1.82M -$230K -8,892 -12%
LAIC
949
Lederer & Associates Investment Counsel
California
$1.82M +$11.6K +450 +0.7%
HAG
950
HighPoint Advisor Group
Illinois
$1.81M +$183K +7,062 +12%

T Hedge Fund Activity: Q2 2015 in Review

1,721 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2015, worth a combined $99.9B — up 10% from $90.7B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new T positions and 62 closed out — a net gain of 42 holders — while 667 added to existing stakes and 775 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $779M. The largest seller was Evercore Trust Company, cutting an estimated $411M.

  • 1,721 institutional investors held AT&T (T) as of Q2 2015, up from 1,696 in Q1 2015.
  • Funds reported $99.9B of AT&T stock for Q2 2015, up 10% quarter-over-quarter.
  • 104 funds opened new AT&T positions in Q2 2015 and 62 closed out, a net change of +42 holders.
  • The largest AT&T buyer in Q2 2015 was JP Morgan Chase, an estimated $779M added.
  • The largest AT&T seller in Q2 2015 was Evercore Trust Company, an estimated $411M sold.

Based on aggregated 13F filings for Q2 2015.