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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
SGC
1001
South Georgia Capital
Illinois
$1.73M +$30.4K +1,192 +2%
JPTCCM
1002
J.P. Turner & Co Capital Management
Georgia
$1.72M -$153K -5,999 -8%
MBT
1003
Monroe Bank & Trust
Michigan
$1.72M -$612 -24 -0%
SNBOSCI
1004
Security National Bank of Sioux City Iowa
Iowa
$1.71M +$34K +1,333 +2%
PFA
1005
Paradigm Financial Advisors
Missouri
$1.71M +$181K +7,087 +11%
PRC
1006
Platte River Capital
Colorado
$1.7M +$11.7K +460 +0.7%
BONST
1007
Bank of Nova Scotia Trust
Ontario, Canada
$1.7M -$20.2K -792 -1%
WJA
1008
Williams Jones & Associates
New York
$1.7M +$304K +11,934 +21%
IAMOG
1009
Investors Asset Management of Georgia
Georgia
$1.7M +$11.3K +444 +0.6%
CHJWM
1010
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.7M +$60.3K +2,364 +4%
RB
1011
Rodgers Brothers
Pennsylvania
$1.69M +$18.7K +733 +1%
HFM
1012
Hartford Financial Management
Connecticut
$1.69M +$214K +8,387 +14%
CICI
1013
Capital Investment Counsel Inc
North Carolina
$1.69M -$97.5K -3,825 -5%
MCM
1014
Maple Capital Management
Vermont
$1.68M +$26.2K +1,028 +2%
HAG
1015
HighPoint Advisor Group
Illinois
$1.68M +$15.7K +615 +0.9%
ID
1016
Integral Derivatives
New York
$1.68M +$1.74M +68,267 New
HAM
1017
Highstreet Asset Management
Ontario, Canada
$1.68M +$901K +35,338 +108%
ARMT
1018
Amica Retiree Medical Trust
Rhode Island
$1.67M +$300K +11,783 +21%
CNFG
1019
Creegan & Nassoura Financial Group
New Hampshire
$1.67M +$19.3K +758 +1%
SSWM
1020
Sheets Smith Wealth Management
North Carolina
$1.67M +$108K +4,255 +7%
EWA
1021
EP Wealth Advisors
California
$1.67M +$1.05M +41,204 +155%
RCAG
1022
Rehmann Capital Advisory Group
Michigan
$1.66M +$98.8K +3,875 +6%
HCM
1023
Hall Capital Management
Rhode Island
$1.66M +$63.9K +2,507 +4%
BCM
1024
BTR Capital Management
California
$1.65M +$19.2K +752 +1%
LAIC
1025
Lederer & Associates Investment Counsel
California
$1.65M -$23.2K -911 -1%
39 40
41
42 43

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.