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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
CA
1001
Cornerstone Advisors
North Carolina
$1.39M
DDC
1002
Daniel Devine & Co
Florida
$1.39M +$461K +18,138 +47%
LWA
1003
Lowe Wealth Advisors
Maryland
$1.39M +$45.5K +1,790 +3%
AAM
1004
Auxier Asset Management
Oregon
$1.39M -$20.1K -792 -1%
HT
1005
HighTower Trust
Texas
$1.39M +$6.58K +259 +0.5%
IIM
1006
Ipswich Investment Management
Massachusetts
$1.39M -$504K -19,830 -26%
ARMT
1007
Amica Retiree Medical Trust
Rhode Island
$1.38M
OIA
1008
Optimum Investment Advisors
Illinois
$1.38M -$762K -29,964 -35%
AW
1009
ACG Wealth
Georgia
$1.37M +$137K +5,386 +11%
NPF
1010
Norris Perne & French
Michigan
$1.37M -$17.7K -697 -1%
KPCM
1011
Kings Point Capital Management
New York
$1.36M -$273K -10,724 -16%
CCA
1012
Checchi Capital Advisers
California
$1.36M +$131K +5,156 +10%
BC
1013
Bartlett & Co
Ohio
$1.36M -$21.2K -834 -1%
PCM
1014
Palisade Capital Management
New Jersey
$1.36M -$2.95K -116 -0.2%
OC
1015
Oarsman Capital
Wisconsin
$1.36M -$1.12K -44 -0.1%
BRM
1016
Boston Research & Management
Massachusetts
$1.36M +$20.9K +821 +2%
PSI
1017
Pinnacle Summer Investments
Virginia
$1.35M -$130K -5,116 -9%
HI
1018
Hudock Inc
Pennsylvania
$1.35M -$568K -22,330 -29%
S
1019
SignatureFD
Georgia
$1.35M +$7.52K +296 +0.5%
PFBT
1020
Parkside Financial Bank & Trust
Missouri
$1.35M +$65.8K +2,588 +5%
BVDMP
1021
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.34M +$377K +14,829 +37%
EGM
1022
Engineers Gate Manager
New York
$1.34M +$1.39M +54,836 New
AAM
1023
Augustine Asset Management
Florida
$1.34M +$50.8K +1,999 +4%
WPC
1024
White Pine Capital
Minnesota
$1.34M -$5.03K -198 -0.4%
HPIA
1025
Hamilton Point Investment Advisors
North Carolina
$1.33M -$2.11K -83 -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.