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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
FANJ
1051
Financial Architects (New Jersey)
New Jersey
$1.55M +$214K +8,391 +15%
SMC
1052
Smith, Moore & Co
Missouri
$1.53M +$21.4K +840 +1%
LI
1053
Longer Investments
Arkansas
$1.53M +$3.62K +142 +0.2%
B
1054
BancorpSouth
Mississippi
$1.53M -$1.19M -46,507 -43%
CP
1055
Cinque Partners
California
$1.52M – – –
OC
1056
Oarsman Capital
Wisconsin
$1.5M +$86.2K +3,382 +6%
LA
1057
Lynch & Associates
Indiana
$1.5M +$70.1K +2,749 +5%
RA
1058
Rational Advisors
New York
$1.49M -$235K -9,208 -13%
HRC
1059
Hoertkorn Richard Charles
$1.49M -$253K -9,930 -14%
I2I
1060
Insight 2811 Inc
Illinois
$1.49M -$84.4K -3,310 -5%
MPWT
1061
MassMutual Private Wealth & Trust
Connecticut
$1.48M -$318K -12,460 -18%
HSA
1062
HBK Sorce Advisory
Pennsylvania
$1.48M +$228K +8,961 +17%
S
1063
SignatureFD
Georgia
$1.48M -$70.2K -2,752 -4%
WAM
1064
Wolverine Asset Management
Illinois
$1.48M +$43.9K +1,721 +3%
PWW
1065
Pettyjohn Wood & White
Virginia
$1.48M -$1.68K -66 -0.1%
BC
1066
Bartlett & Co
Ohio
$1.47M +$160K +6,291 +12%
IIM
1067
Ipswich Investment Management
Massachusetts
$1.47M +$144K +5,637 +10%
ACI
1068
Alpha Cubed Investments
California
$1.47M -$26.5K -1,041 -2%
NSEDCP
1069
NJ State Employees Deferred Compensation Plan
New Jersey
$1.47M – – –
SIG
1070
Schooner Investment Group
Pennsylvania
$1.46M -$338K -13,240 -18%
EWMCB
1071
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.46M +$601K +23,556 +66%
MGAM
1072
McGowan Group Asset Management
Texas
$1.46M +$360K +14,117 +31%
MLL
1073
Moody Lynn & Lieberson
Massachusetts
$1.46M -$89.8K -3,521 -6%
BFM
1074
Boston Financial Management
Massachusetts
$1.46M +$51.9K +2,036 +4%
BRM
1075
Boston Research & Management
Massachusetts
$1.44M +$131K +5,133 +10%
41 42
43
44 45

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.