We are live on ! Find out more

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
MLL
976
Moody Lynn & Lieberson
Massachusetts
$1.52M -$76.2K -2,999 -5%
HAG
977
HighPoint Advisor Group
Illinois
$1.51M +$122K +4,818 +9%
WEC
978
Winslow Evans & Crocker
Massachusetts
$1.51M -$37.8K -1,486 -2%
BONST
979
Bank of Nova Scotia Trust
Ontario, Canada
$1.5M +$32.5K +1,277 +2%
SMC
980
Smith, Moore & Co
Missouri
$1.5M +$16.8K +659 +1%
CIA
981
Choate Investment Advisors
Massachusetts
$1.5M -$191K -7,530 -11%
CIA
982
Covington Investment Advisors
Pennsylvania
$1.48M -$534K -20,992 -26%
DLCIG
983
D.L. Carlson Investment Group
New Hampshire
$1.48M
VWM
984
Valley Wealth Managers
New Jersey
$1.47M -$435K -17,103 -22%
FCFC
985
First Commonwealth Financial Corp
Pennsylvania
$1.47M -$390K -15,329 -20%
NSEDCP
986
NJ State Employees Deferred Compensation Plan
New Jersey
$1.47M
RMDI
987
R.M. Davis Inc
Maine
$1.47M +$281K +11,057 +23%
Fisher Asset Management
988
Fisher Asset Management
Washington
$1.47M -$192K -7,544 -11%
CL
989
Choreo LLC
Illinois
$1.46M +$49.5K +1,949 +3%
SFM
990
Soros Fund Management
New York
$1.46M +$1.5M +59,050 New
TSW
991
Thompson Siegel & Walmsley
Virginia
$1.45M -$207K -8,155 -12%
ST
992
Smithfield Trust
Pennsylvania
$1.44M +$116K +4,583 +9%
BHIA
993
Birch Hill Investment Advisors
Massachusetts
$1.43M -$16.8K -662 -1%
CAI
994
Capital Advisors Inc
Oklahoma
$1.43M +$358K +14,096 +32%
BDF
995
Balasa Dinverno & Foltz
$1.43M -$41.3K -1,624 -3%
FHC
996
First Heartland Consultants
Missouri
$1.42M -$133K -5,244 -8%
LA
997
Lynch & Associates
Indiana
$1.41M -$5.82K -229 -0.4%
CPO
998
Cerity Partners OCIO
New York
$1.4M +$1.44M +56,809 New
BFM
999
Boston Financial Management
Massachusetts
$1.4M -$57.7K -2,270 -4%
MAM
1000
Meeder Asset Management
Ohio
$1.4M +$123K +4,829 +9%

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.