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1,478 hedge funds and large institutions have $96.3B invested in AT&T in 2013 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 629 increasing their positions, 650 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 59

0.19% more ownership

Funds ownership: 70.88%71.07% (+0.19%)

1% less funds holding

Funds holding: 1,4871,478 (-9)

3% less repeat investments, than reductions

Existing positions increased: 629 | Existing positions reduced: 650

6% less capital invested

Capital invested by funds: $102B → $96.3B (-$5.61B)

23% less funds holding in top 10

Funds holding in top 10: 168129 (-39)

33% less call options, than puts

Call options by funds: $1.07B | Put options by funds: $1.58B

Holders
1,478
Holders Change
-9
Holders Change %
-0.61%
% of All Funds
47.92%
Holding in Top 10
129
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-23.21%
% of All Funds
4.18%
New
66
Increased
629
Reduced
650
Closed
59
Calls
$1.07B
Puts
$1.58B
Net Calls
-$517M
Net Calls Change
-$194M
Name Holding Trade Value Shares
Change
Change in
Stake
KPCM
976
Kings Point Capital Management
New York
$1.37M +$518K +19,718 +58%
RMDI
977
R.M. Davis Inc
Maine
$1.36M +$347K +13,217 +33%
PFBT
978
Parkside Financial Bank & Trust
Missouri
$1.36M +$3.54K +135 +0.3%
FSA
979
Financial Sense Advisors
California
$1.36M -$5.09M -193,698 -78%
Fiera Capital (Canada)
980
Fiera Capital (Canada)
Quebec, Canada
$1.35M +$20.8K +794 +2%
RCAG
981
Rehmann Capital Advisory Group
Michigan
$1.35M +$21.9K +835 +2%
SSA
982
South Street Advisors
New York
$1.35M +$1.31K +50 +0.1%
BFIM
983
Beese Fulmer Investment Management
Ohio
$1.35M +$5.38K +205 +0.4%
EWM
984
Elite Wealth Management
Washington
$1.34M +$1.14M +43,523 +487%
QCMC
985
Quantum Capital Management (California)
California
$1.33M -$16.4K -624 -1%
PCM
986
Palisade Capital Management
New Jersey
$1.33M -$556K -21,184 -29%
MAM
987
Meeder Asset Management
Ohio
$1.33M
NSAM
988
North Star Asset Management
Wisconsin
$1.32M +$1.16K +44 +0.1%
RIG
989
Roosevelt Investment Group
New York
$1.31M +$5.04K +192 +0.4%
UR
990
USCA RIA
Texas
$1.31M -$71K -2,703 -5%
Mackenzie Financial
991
Mackenzie Financial
Ontario, Canada
$1.3M -$41.6K -1,586 -3%
TC
992
Taylor Cottrill
New Hampshire
$1.3M -$38.3K -1,457 -3%
BC
993
Banced Corp
Illinois
$1.29M -$8.72K -332 -0.7%
SSWM
994
Sheets Smith Wealth Management
North Carolina
$1.28M +$827K +31,510 +169%
MAA
995
Matrix Asset Advisors
New York
$1.28M +$108K +4,102 +9%
SCM
996
SOL Capital Management
Maryland
$1.27M +$1.31M +49,822 New
CIM
997
Corda Investment Management
Texas
$1.27M +$1.3M +49,686 New
UAS
998
United Asset Strategies
New York
$1.26M +$186K +7,086 +17%
JIC
999
Joel Isaacson & Co
New York
$1.24M +$77.8K +2,962 +6%
BHBT
1000
Burke & Herbert Bank & Trust
Virginia
$1.24M -$6.96K -265 -0.5%