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1,607 hedge funds and large institutions have $97.5B invested in AT&T in 2013 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 599 increasing their positions, 673 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

306% more first-time investments, than exits

New positions opened: 199 | Existing positions closed: 49

9% more funds holding

Funds holding: 1,4781,607 (+129)

1% more capital invested

Capital invested by funds: $96.3B → $97.5B (+$1.26B)

5% less call options, than puts

Call options by funds: $1.43B | Put options by funds: $1.5B

1.3% less ownership

Funds ownership: 71.07%69.77% (-1.3%)

5% less funds holding in top 10

Funds holding in top 10: 129123 (-6)

11% less repeat investments, than reductions

Existing positions increased: 599 | Existing positions reduced: 673

Holders
1,607
Holders Change
+129
Holders Change %
+8.73%
% of All Funds
46.65%
Holding in Top 10
123
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.65%
% of All Funds
3.57%
New
199
Increased
599
Reduced
673
Closed
49
Calls
$1.43B
Puts
$1.5B
Net Calls
-$72.5M
Net Calls Change
+$445M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
1051
Biondo Investment Advisors
Pennsylvania
$1.21M +$259K +9,832 +27%
PWW
1052
Pettyjohn Wood & White
Virginia
$1.21M -$20.9K -794 -2%
CIM
1053
Corda Investment Management
Texas
$1.2M -$115K -4,389 -9%
HTHT
1054
Hemenway Trust Hemenway Trust
New Hampshire
$1.2M +$731K +27,774 +159%
CK
1055
Cohen Klingenstein
New York
$1.2M
FFA
1056
First Foundation Advisors
California
$1.2M -$294K -11,169 -20%
Carson Wealth (CWM LLC)
1057
Carson Wealth (CWM LLC)
Nebraska
$1.19M +$373K +14,173 +46%
CBU
1058
CIBC Bank USA
Illinois
$1.18M -$44.7K -1,699 -4%
FI
1059
FCM Investments
Texas
$1.18M -$17.2K -655 -1%
MFIMFI
1060
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.18M +$166K +6,300 +16%
HCC
1061
Hirtle Callaghan & Co
Pennsylvania
$1.18M +$6.18K +235 +0.5%
SNBOSD
1062
Security National Bank of So Dak
Iowa
$1.18M +$15.3K +583 +1%
SFI
1063
SPC Financial Inc
Maryland
$1.18M
FMB
1064
Field & Main Bank
Kentucky
$1.17M +$1.16M +44,140 New
FSA
1065
Financial Sense Advisors
California
$1.17M -$240K -9,103 -17%
BAM
1066
Brave Asset Management
New Jersey
$1.16M +$1.15M +43,762 New
WC
1067
Whitnell & Co
Illinois
$1.16M -$351K -13,358 -23%
MMG
1068
Monetary Management Group
Missouri
$1.16M -$33.1K -1,257 -3%
WA
1069
WBH Advisory
Maryland
$1.16M +$40.3K +1,533 +4%
WJA
1070
Williams Jones & Associates
New York
$1.16M +$193K +7,322 +20%
SMC
1071
Smith, Moore & Co
Missouri
$1.16M +$1.14M +43,497 New
HIC
1072
Hartline Investment Corp
Illinois
$1.15M -$832K -31,617 -42%
HSA
1073
HBK Sorce Advisory
Pennsylvania
$1.15M +$37.9K +1,439 +3%
PG
1074
Proffitt & Goodson
Tennessee
$1.15M +$43K +1,635 +4%
CTA
1075
Colonial Trust Advisors
South Carolina
$1.15M +$8.71K +331 +0.8%

T Hedge Fund Activity: Q4 2013 in Review

1,607 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2013, worth a combined $97.5B — up 1.3% from $96.3B a quarter earlier.

Buyers outnumbered sellers: 199 funds opened new T positions and 49 closed out — a net gain of 150 holders — while 599 added to existing stakes and 673 trimmed.

The largest buyer was Pictet Asset Management (UK), adding an estimated $245M. The largest seller was Capital Research Global Investors, cutting an estimated $626M.

  • 1,607 institutional investors held AT&T (T) as of Q4 2013, up from 1,478 in Q3 2013.
  • Funds reported $97.5B of AT&T stock for Q4 2013, up 1.3% quarter-over-quarter.
  • 199 funds opened new AT&T positions in Q4 2013 and 49 closed out, a net change of +150 holders.
  • The largest AT&T buyer in Q4 2013 was Pictet Asset Management (UK), an estimated $245M added.
  • The largest AT&T seller in Q4 2013 was Capital Research Global Investors, an estimated $626M sold.

Based on aggregated 13F filings for Q4 2013.