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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
CI
1026
CAZ Investments
Texas
$1.33M +$17.7K +698 +1%
LH
1027
Lebenthal Holdings
New York
$1.33M +$188K +7,394 +16%
DY
1028
Dowling & Yahnke
California
$1.33M +$5.77K +227 +0.4%
RIG
1029
Roosevelt Investment Group
New York
$1.31M -$38.9K -1,531 -3%
AAIM
1030
American Assets Investment Management
California
$1.31M
11A
1031
10-15 Associates
New York
$1.3M +$68.6K +2,699 +5%
ARMC
1032
American Research & Management Company
Massachusetts
$1.3M -$22.7K -893 -2%
WCM
1033
Windsor Capital Management
Arizona
$1.3M +$160K +6,277 +14%
FWP
1034
FAS Wealth Partners
Kansas
$1.29M +$200K +7,849 +18%
SCA
1035
Stonebridge Capital Advisors
Minnesota
$1.28M +$94.5K +3,719 +8%
MPWT
1036
MassMutual Private Wealth & Trust
Connecticut
$1.28M -$268K -10,544 -17%
PVWM
1037
Point View Wealth Management
New Jersey
$1.28M -$67.3K -2,649 -5%
WC
1038
Whitney & Co
New York
$1.28M +$234K +9,205 +22%
CASB
1039
Cape Ann Savings Bank
Massachusetts
$1.27M -$20.9K -821 -2%
BLAM
1040
Bourne Lent Asset Management
New York
$1.27M +$1.31M +51,463 New
VIA
1041
Vident Investment Advisory
Georgia
$1.27M +$336K +13,202 +35%
Jane Street
1042
Jane Street
New York
$1.26M -$377K -14,849 -22%
HSA
1043
HBK Sorce Advisory
Pennsylvania
$1.26M +$55.8K +2,195 +4%
ACI
1044
Alpha Cubed Investments
California
$1.26M +$268K +10,525 +26%
UAS
1045
United Asset Strategies
New York
$1.26M -$699K -27,491 -36%
FANJ
1046
Financial Architects (New Jersey)
New Jersey
$1.26M +$8.01K +315 +0.6%
SFG
1047
SNS Financial Group
Minnesota
$1.26M +$247K +9,726 +24%
BFIM
1048
Beese Fulmer Investment Management
Ohio
$1.26M -$11.9K -470 -0.9%
RWA
1049
Ropes Wealth Advisors
Massachusetts
$1.25M +$1.29M +50,888 New
MMG
1050
Monetary Management Group
Missouri
$1.25M -$63.2K -2,485 -5%

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.