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AT&T
T

1,775 hedge funds and large institutions have $110B invested in AT&T in 2015 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 1,045 increasing their positions, 464 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 1,045 | Existing positions reduced: 464

118% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 61

19% more funds holding in top 10

Funds holding in top 10: 164 → 195 (+31)

10% more capital invested

Capital invested by funds: $99.9B → $110B (+$9.9B)

3% more funds holding

Funds holding: 1,720 → 1,775 (+55)

0.51% more ownership

Funds ownership: 71.98% → 72.49% (+0.51%)

14% less call options, than puts

Call options by funds: $1.52B | Put options by funds: $1.76B

Holders
1,775
Holders Change
+55
Holders Change %
+3.2%
% of All Funds
49.55%
Holding in Top 10
195
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+18.9%
% of All Funds
5.44%
New
133
Increased
1,045
Reduced
464
Closed
61
Calls
$1.52B
Puts
$1.76B
Net Calls
-$242M
Net Calls Change
-$417M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$2B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.94B
3
State Street
State Street
Massachusetts
+$1.4B
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$933M
5
BIT
BlackRock Institutional Trust
California
+$876M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$296M
2
JP Morgan Chase
JP Morgan Chase
New York
-$264M
3
CS
Credit Suisse
Switzerland
-$134M
4
Citigroup
Citigroup
New York
-$112M
5
TSU
TD Securities (USA)
New York
-$70.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
LCP
951
Legacy Capital Partners
Wisconsin
$1.95M – – –
LNC
952
Lincoln National Corp
Pennsylvania
$1.95M +$201K +7,891 +11%
AHS
953
Aspiriant Holdings S3
California
$1.94M +$479K +18,772 +31%
AAM
954
AR Asset Management
California
$1.94M – – –
NGA
955
Naples Global Advisors
Florida
$1.94M +$67.7K +2,656 +3%
CGT
956
Capital Guardian Trust
California
$1.93M +$297K +11,644 +17%
VC
957
Vicus Capital
Pennsylvania
$1.93M +$134K +5,263 +7%
PIA
958
Peachtree Investment Advisors
Georgia
$1.93M -$77.8K -3,051 -4%
TB
959
Terril Brothers
Missouri
$1.91M -$23.3K -912 -1%
SA
960
Strategic Advisors
New York
$1.91M +$13.4K +527 +0.7%
SWA
961
SFMG Wealth Advisors
Texas
$1.91M +$51.5K +2,018 +3%
WSTAM
962
Wilbanks Smith & Thomas Asset Management
Virginia
$1.91M -$72K -2,822 -4%
OCM
963
One Capital Management
California
$1.91M +$135K +5,280 +7%
TCM
964
Texan Capital Management
Texas
$1.9M +$101K +3,976 +5%
BFO
965
Boston Family Office
Massachusetts
$1.89M +$212K +8,298 +12%
KFC
966
Klingenstein Fields & Co
New York
$1.89M +$221K +8,648 +13%
BSW
967
Buckingham Strategic Wealth
Missouri
$1.89M +$44K +1,727 +2%
PP
968
Pegasus Partners
Wisconsin
$1.89M +$90.1K +3,535 +5%
AH
969
Achievement Holdings
Illinois
$1.88M +$1.55M +60,904 +390%
CA
970
Cambridge Advisors
Nebraska
$1.88M +$30.3K +1,190 +2%
CCA
971
Checchi Capital Advisers
California
$1.87M +$397K +15,553 +26%
PRCM
972
Pine River Capital Management
Minnesota
$1.87M +$657K +25,752 +51%
MHIC
973
Marble Harbor Investment Counsel
Massachusetts
$1.87M +$45.6K +1,789 +2%
SC
974
Savant Capital
Illinois
$1.87M +$249K +9,753 +15%
WPC
975
White Pine Capital
Minnesota
$1.87M +$166K +6,516 +9%
37 38
39
40 41

T Hedge Fund Activity: Q3 2015 in Review

1,775 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2015, worth a combined $110B — up 9.9% from $99.9B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new T positions and 61 closed out — a net gain of 72 holders — while 1,045 added to existing stakes and 464 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $2B. The largest seller was Deutsche Bank, cutting an estimated $296M.

  • 1,775 institutional investors held AT&T (T) as of Q3 2015, up from 1,720 in Q2 2015.
  • Funds reported $110B of AT&T stock for Q3 2015, up 9.9% quarter-over-quarter.
  • 133 funds opened new AT&T positions in Q3 2015 and 61 closed out, a net change of +72 holders.
  • The largest AT&T buyer in Q3 2015 was Berkshire Hathaway, an estimated $2B added.
  • The largest AT&T seller in Q3 2015 was Deutsche Bank, an estimated $296M sold.

Based on aggregated 13F filings for Q3 2015.