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1,721 hedge funds and large institutions have $99.9B invested in AT&T in 2015 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 667 increasing their positions, 775 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 62

58% more funds holding in top 10

Funds holding in top 10: 104164 (+60)

10% more capital invested

Capital invested by funds: $90.7B → $99.9B (+$9.27B)

1% more funds holding

Funds holding: 1,6961,721 (+25)

1.13% more ownership

Funds ownership: 70.85%71.98% (+1.1%)

8% more call options, than puts

Call options by funds: $2.45B | Put options by funds: $2.27B

14% less repeat investments, than reductions

Existing positions increased: 667 | Existing positions reduced: 775

Holders
1,721
Holders Change
+25
Holders Change %
+1.47%
% of All Funds
46.36%
Holding in Top 10
164
Holding in Top 10 Change
+60
Holding in Top 10 Change %
+57.69%
% of All Funds
4.42%
New
104
Increased
667
Reduced
775
Closed
62
Calls
$2.45B
Puts
$2.27B
Net Calls
+$174M
Net Calls Change
+$134M
Name Holding Trade Value Shares
Change
Change in
Stake
DBG
1101
De Burlo Group
Massachusetts
$1.23M -$103K -3,972 -8%
ACM
1102
Alta Capital Management
Utah
$1.23M -$112K -4,342 -9%
SAM
1103
Sequent Asset Management
Texas
$1.23M -$7.7K -298 -0.6%
CMANY
1104
Capital Management Associates (New York)
New York
$1.23M +$44.5K +1,722 +4%
ST
1105
Semper Trust
Pennsylvania
$1.22M -$34.2K -1,324 -3%
MWM
1106
Modera Wealth Management
New Jersey
$1.22M -$39.3K -1,520 -3%
MGAM
1107
McGowan Group Asset Management
Texas
$1.21M +$53.5K +2,072 +5%
IPC
1108
Independent Portfolio Consultants
Florida
$1.21M -$15.3K -591 -1%
CK
1109
Cohen Klingenstein
New York
$1.21M
SAM
1110
Summit Asset Management
Tennessee
$1.2M +$38.4K +1,484 +3%
KA
1111
Kovack Advisors
Florida
$1.2M +$302K +11,675 +35%
BTNA
1112
Bremer Trust National Association
Minnesota
$1.2M -$33.1K -1,281 -3%
SFSG
1113
Stearns Financial Services Group
North Carolina
$1.19M +$20.4K +788 +2%
CPA
1114
Capital Planning Advisors
California
$1.19M +$30.6K +1,185 +3%
HTHT
1115
Hemenway Trust Hemenway Trust
New Hampshire
$1.19M -$27K -1,043 -2%
SNBOSD
1116
Security National Bank of So Dak
Iowa
$1.18M -$83.6K -3,234 -7%
TIA
1117
Tiemann Investment Advisors
California
$1.18M +$7.13K +276 +0.6%
NSAM
1118
North Star Asset Management
Wisconsin
$1.17M -$143K -5,524 -11%
FWP
1119
FAS Wealth Partners
Kansas
$1.16M -$237K -9,165 -18%
AIM
1120
Advantage Investment Management
Iowa
$1.15M +$257K +9,959 +30%
PG
1121
Proffitt & Goodson
Tennessee
$1.15M -$22.1K -854 -2%
OSNBOA
1122
Old Second National Bank of Aurora
Illinois
$1.15M -$7.39K -286 -0.7%
HIM
1123
Hermes Investment Management
United Kingdom
$1.15M
DAM
1124
Doheny Asset Management
California
$1.15M +$44.7K +1,729 +4%
CAL
1125
Capital Analysts LLC
Pennsylvania
$1.14M -$52K -2,011 -5%

T Hedge Fund Activity: Q2 2015 in Review

1,721 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2015, worth a combined $99.9B — up 10% from $90.7B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new T positions and 62 closed out — a net gain of 42 holders — while 667 added to existing stakes and 775 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $779M. The largest seller was Evercore Trust Company, cutting an estimated $411M.

  • 1,721 institutional investors held AT&T (T) as of Q2 2015, up from 1,696 in Q1 2015.
  • Funds reported $99.9B of AT&T stock for Q2 2015, up 10% quarter-over-quarter.
  • 104 funds opened new AT&T positions in Q2 2015 and 62 closed out, a net change of +42 holders.
  • The largest AT&T buyer in Q2 2015 was JP Morgan Chase, an estimated $779M added.
  • The largest AT&T seller in Q2 2015 was Evercore Trust Company, an estimated $411M sold.

Based on aggregated 13F filings for Q2 2015.