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1,478 hedge funds and large institutions have $96.3B invested in AT&T in 2013 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 629 increasing their positions, 650 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 59

0.19% more ownership

Funds ownership: 70.88%71.07% (+0.19%)

1% less funds holding

Funds holding: 1,4871,478 (-9)

3% less repeat investments, than reductions

Existing positions increased: 629 | Existing positions reduced: 650

6% less capital invested

Capital invested by funds: $102B → $96.3B (-$5.61B)

23% less funds holding in top 10

Funds holding in top 10: 168129 (-39)

33% less call options, than puts

Call options by funds: $1.07B | Put options by funds: $1.58B

Holders
1,478
Holders Change
-9
Holders Change %
-0.61%
% of All Funds
47.92%
Holding in Top 10
129
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-23.21%
% of All Funds
4.18%
New
66
Increased
629
Reduced
650
Closed
59
Calls
$1.07B
Puts
$1.58B
Net Calls
-$517M
Net Calls Change
-$194M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1151
Optimum Investment Advisors
Illinois
$697K +$717K +27,292 New
WA
1152
Waverly Advisors
Alabama
$695K +$22.2K +846 +3%
AIA
1153
Affinity Investment Advisors
California
$693K -$56.7K -2,158 -7%
MWP
1154
Moller Wealth Partners
$693K -$6.72K -256 -0.9%
IFS
1155
Ifrah Financial Services
Arkansas
$693K -$3.47K -132 -0.5%
AFG
1156
American Financial Group
Ohio
$693K
NDSI
1157
Newman Dignan & Sheerar Inc
Rhode Island
$692K -$20.4K -777 -3%
PH
1158
Pinnacle Holdings
Oklahoma
$689K -$22.6K -859 -3%
OFS
1159
Orrstown Financial Services
Pennsylvania
$688K -$178K -6,764 -20%
CCA
1160
Cobblestone Capital Advisors
New York
$687K -$65.2K -2,485 -8%
HA
1161
Heartland Advisors
Wisconsin
$686K +$18.3K +696 +3%
IC
1162
Inverness Counsel
New York
$677K -$9.74K -371 -1%
SAMNY
1163
Samsung Asset Management (New York)
New York
$676K -$101K -3,840 -13%
NFG
1164
Nadler Financial Group
Illinois
$675K -$63K -2,401 -8%
B
1165
Bailard
California
$674K -$2.12M -80,653 -75%
MIG
1166
Mariner Investment Group
New York
$672K +$690K +26,289 New
VIM
1167
Veritas Investment Management
United Kingdom
$667K +$480K +18,290 +233%
PFG
1168
Piershale Financial Group
Illinois
$660K -$7.09K -270 -1%
LC
1169
Lilley & Co
Michigan
$653K +$893 +34 +0.1%
VAM
1170
Visium Asset Management
New York
$653K +$356K +13,558 +113%
WHI
1171
William Harris Investors
Illinois
$650K +$350K +13,315 +110%
RFA
1172
Reilly Financial Advisors
California
$648K +$43.9K +1,671 +7%
BWAM
1173
Boyd Watterson Asset Management
Ohio
$647K +$4.46K +170 +0.7%
ROTUOC
1174
Regents of the University of California
California
$641K
TIM
1175
Thompson Investment Management
Wisconsin
$636K +$2.6K +99 +0.4%