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AT&T
T

Overview Fund Activity

1,621 hedge funds and large institutions have $97.8B invested in AT&T in 2014 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 734 increasing their positions, 652 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,621
Holders Change
+5
Holders Change %
+0.31%
% of All Funds
46.62%
Holding in Top 10
119
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-11.19%
% of All Funds
3.42%
New
75
Increased
734
Reduced
652
Closed
62
Calls
$1.54B
Puts
$2.28B
Net Calls
-$740M
Net Calls Change
-$910M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$1.16B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$233M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$167M
4
AL
AJO LP
Pennsylvania
+$148M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$141M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$286M
2
American Century Companies
American Century Companies
Missouri
-$243M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$219M
4
Capital World Investors
Capital World Investors
California
-$152M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
1026
Endurance Wealth Management
Rhode Island
$1.33M +$176K +6,605 +15%
NSAM
1027
North Star Asset Management
Wisconsin
$1.32M -$11.3K -424 -0.8%
CCM
1028
Cutler Capital Management
Massachusetts
$1.32M -$92K -3,443 -7%
QCMC
1029
Quantum Capital Management (California)
California
$1.32M +$5.96K +223 +0.5%
KWMG
1030
King Wealth Management Group
Florida
$1.32M +$39.2K +1,467 +3%
SCM
1031
SOL Capital Management
Maryland
$1.31M -$4.67K -175 -0.4%
CBU
1032
CIBC Bank USA
Illinois
$1.31M +$129K +4,844 +11%
VWM
1033
Valley Wealth Managers
New Jersey
$1.31M -$8.11M -303,484 -86%
LA
1034
Lynch & Associates
Indiana
$1.31M +$12.9K +482 +1%
S
1035
SignatureFD
Georgia
$1.3M +$30.5K +1,141 +2%
SCM
1036
Southport Capital Management
Tennessee
$1.3M +$290K +10,847 +29%
SMC
1037
Smith, Moore & Co
Missouri
$1.3M -$217K -8,112 -14%
AT
1038
Arvest Trust
Oklahoma
$1.29M -$13.6M -508,565 -91%
SSG
1039
Summit Securities Group
New York
$1.29M +$1.13M +42,236 +709%
NAMA
1040
Nikko Asset Management Americas
New York
$1.28M -$70.8K -2,648 -5%
SCA
1041
Stonebridge Capital Advisors
Minnesota
$1.27M -$89.4K -3,346 -7%
BHBT
1042
Burke & Herbert Bank & Trust
Virginia
$1.27M -$5.13K -192 -0.4%
PWPCM
1043
Perella Weinberg Partners Capital Management
New York
$1.27M +$1.27M +47,479 New
NES
1044
New England Securities
New York
$1.27M +$60K +2,248 +5%
RAM
1045
Redmond Asset Management
Virginia
$1.26M +$45.8K +1,714 +4%
IPC
1046
Independent Portfolio Consultants
Florida
$1.26M +$298K +11,173 +31%
MIC
1047
MU Investments Company
Japan
$1.26M -$108K -4,038 -8%
SAM
1048
Shamrock Asset Management
Texas
$1.26M -$32.5K -1,217 -3%
YMRC
1049
Yorktown Management & Research Company
Virginia
$1.26M – – –
TCOT
1050
Trust Company of Toledo
Ohio
$1.25M -$8.6K -322 -0.7%
40 41
42
43 44