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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
MWAC
1076
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.17M -$107K -4,215 -8%
SFM
1077
Signet Financial Management
New Jersey
$1.17M +$396K +15,599 +49%
GIS
1078
Guardian Investor Services
New York
$1.17M -$1.47K -58 -0.1%
SCM
1079
SOL Capital Management
Maryland
$1.17M +$50K +1,969 +4%
SNBOSD
1080
Security National Bank of So Dak
Iowa
$1.16M +$117K +4,587 +11%
QIM
1081
Quest Investment Management
Oregon
$1.16M +$37K +1,457 +3%
PAM
1082
Princeton Alpha Management
New Jersey
$1.16M +$1.19M +46,966 New
ST
1083
Semper Trust
Pennsylvania
$1.16M +$37.7K +1,482 +3%
MWM
1084
Modera Wealth Management
New Jersey
$1.16M -$99.8K -3,928 -8%
CC
1085
Cornerstone Capital
California
$1.14M
WI
1086
Wedgewood Investors
Pennsylvania
$1.14M -$57K -2,241 -5%
SAM
1087
Sequent Asset Management
Texas
$1.14M +$347K +13,639 +42%
PIM
1088
Parasol Investment Management
Illinois
$1.14M +$189K +7,434 +19%
IWMPD
1089
Integrated Wealth Management (Palm Desert)
California
$1.13M +$1.17M +45,908 New
BTNA
1090
Bremer Trust National Association
Minnesota
$1.13M -$211K -8,319 -15%
NL
1091
NWAM LLC
Washington
$1.13M -$32.2K -1,266 -3%
IPC
1092
Independent Portfolio Consultants
Florida
$1.13M +$20.6K +811 +2%
FMW
1093
Farr Miller & Washington
District of Columbia
$1.13M +$291K +11,435 +33%
Koshinski Asset Management
1094
Koshinski Asset Management
Illinois
$1.13M -$243K -9,572 -17%
CP
1095
Cinque Partners
California
$1.12M -$1.98M -78,091 -63%
MIAN
1096
Mariner Independent Advisor Network
Kansas
$1.12M -$319K -12,543 -22%
HTHT
1097
Hemenway Trust Hemenway Trust
New Hampshire
$1.12M -$24.1K -947 -2%
TFF
1098
Timothy F. Fidgeon
$1.11M +$523K +20,588 +84%
DC
1099
Deschaine & Company
Illinois
$1.11M +$49.4K +1,943 +4%
CK
1100
Cohen Klingenstein
New York
$1.11M -$1.04K -41 -0.1%

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.