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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
WEC
1001
Winslow Evans & Crocker
Massachusetts
$1.62M -$22.6K -876 -1%
AHS
1002
Aspiriant Holdings S3
California
$1.61M -$199K -7,719 -11%
PWW
1003
Pettyjohn Wood & White
Virginia
$1.61M -$72K -2,785 -4%
NSEDCP
1004
NJ State Employees Deferred Compensation Plan
New Jersey
$1.6M
CIA
1005
Covington Investment Advisors
Pennsylvania
$1.59M -$19.7K -761 -1%
SFM
1006
Soros Fund Management
New York
$1.58M
ACI
1007
Alpha Cubed Investments
California
$1.58M +$200K +7,755 +15%
CFA
1008
Carroll Financial Associates
North Carolina
$1.57M +$798K +30,886 +111%
SFM
1009
Signet Financial Management
New Jersey
$1.57M +$287K +11,096 +23%
FCFC
1010
First Commonwealth Financial Corp
Pennsylvania
$1.57M -$29.5K -1,142 -2%
HT
1011
HighTower Trust
Texas
$1.57M +$55.5K +2,147 +4%
HBT
1012
Hills Bank & Trust
Iowa
$1.57M -$577K -22,338 -28%
WAM
1013
Wolverine Asset Management
Illinois
$1.56M +$1.51M +58,296 New
DCLA
1014
Douglas C. Lane & Associates
New York
$1.56M +$381K +14,749 +34%
LA
1015
Lynch & Associates
Indiana
$1.56M +$27.8K +1,076 +2%
TSW
1016
Thompson Siegel & Walmsley
Virginia
$1.55M -$23.2K -897 -2%
WCM
1017
Windsor Capital Management
Arizona
$1.55M +$137K +5,310 +10%
LWA
1018
Lowe Wealth Advisors
Maryland
$1.55M +$35.5K +1,373 +2%
WC
1019
Whitney & Co
New York
$1.54M +$148K +5,719 +11%
OC
1020
Oarsman Capital
Wisconsin
$1.54M +$60.6K +2,343 +4%
FTI
1021
Fiduciary Trust International
Massachusetts
$1.54M -$173K -6,708 -10%
WJA
1022
Williams Jones & Associates
New York
$1.53M -$306K -11,826 -17%
BFM
1023
Boston Financial Management
Massachusetts
$1.53M +$10.1K +389 +0.7%
VWM
1024
Valley Wealth Managers
New Jersey
$1.51M -$85.2K -3,296 -6%
DDC
1025
Daniel Devine & Co
Florida
$1.51M

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.