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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
SGC
1126
South Georgia Capital
Illinois
$1.02M -$80.8K -3,177 -7%
TC
1127
Taylor Cottrill
New Hampshire
$1.02M
LWCFA
1128
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.01M -$21.7K -854 -2%
MGIA
1129
Moneta Group Investment Advisors
Missouri
$1.01M +$20.8K +818 +2%
DAM
1130
Doheny Asset Management
California
$1.01M +$94.2K +3,707 +10%
CTA
1131
Colonial Trust Advisors
South Carolina
$1.01M +$114K +4,477 +12%
CCM
1132
Cutler Capital Management
Massachusetts
$1M -$215K -8,475 -17%
SAA
1133
Southeast Asset Advisors
Georgia
$1M
FM
1134
Forward Management
California
$1M +$1.03M +40,647 New
PFC
1135
Phocas Financial Corp
California
$998K -$16.8K -660 -2%
LJAC
1136
L.J. Altfest & Co
New York
$990K +$130K +5,110 +15%
FSA
1137
Franklin Street Advisors
North Carolina
$990K +$253K +9,966 +33%
HL
1138
HeadInvest LLC
Maine
$989K -$12.4K -488 -1%
JWA
1139
JFS Wealth Advisors
Pennsylvania
$989K +$35.6K +1,402 +4%
ANTB
1140
AMG National Trust Bank
Colorado
$985K +$4.88K +192 +0.5%
BA
1141
BKS Advisors
Michigan
$985K +$1.01M +39,928 New
HCM
1142
Howland Capital Management
Massachusetts
$983K -$1.58K -62 -0.2%
Fuller & Thaler Asset Management
1143
Fuller & Thaler Asset Management
California
$983K +$508K +19,993 +101%
FMA
1144
FNY Managed Accounts
New York
$980K +$1.01M +39,720 New
FI
1145
FCM Investments
Texas
$977K
CFA
1146
Capstone Financial Advisors
Illinois
$977K +$59.2K +2,328 +6%
IAM
1147
ICM Asset Management
Washington
$976K +$23.6K +927 +2%
TAM
1148
Taurus Asset Management
New York
$976K +$33.7K +1,324 +3%
IIC
1149
Ironwood Investment Counsel
Arizona
$964K +$33.3K +1,311 +3%
WPIC
1150
White Pine Investment Company
Michigan
$963K -$328K -12,923 -25%

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.