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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
PRC
1151
Platte River Capital
Colorado
$960K +$989K +38,926 New
FNBOMD
1152
First National Bank of Mount Dora
Florida
$957K +$50.4K +1,982 +5%
TRIM
1153
Thompson Rubinstein Investment Management
Oregon
$952K +$50.1K +1,973 +5%
LIM
1154
Lathrop Investment Management
Arkansas
$951K -$16.8K -659 -2%
MFBTD
1155
MB Financial Bank - Trust Department
Illinois
$949K -$168K -6,609 -15%
SAM
1156
Sentinel Asset Management
Vermont
$947K +$976K +38,396 New
LPT
1157
Legacy Private Trust
Wisconsin
$939K -$966 -38 -0.1%
VIP
1158
Vantage Investment Partners
Missouri
$937K -$2.63M -103,654 -73%
RFA
1159
Reilly Financial Advisors
California
$937K +$100K +3,947 +12%
PAS
1160
Partnervest Advisory Services
California
$937K +$186K +7,309 +24%
MDCM
1161
Morgan Dempsey Capital Management
Wisconsin
$928K +$22.9K +901 +2%
EI
1162
EDMP Inc
Florida
$928K +$78.9K +3,105 +9%
CFMC
1163
Curbstone Financial Management Corp
New Hampshire
$924K +$29.4K +1,158 +3%
PGIM
1164
Pacific Global Investment Management
California
$922K -$30.1K -1,185 -3%
IT
1165
Investors Trust
Texas
$922K
WA
1166
WESPAC Advisors
California
$914K +$942K +37,073 New
LD
1167
Lipe & Dalton
New York
$913K -$130K -5,117 -12%
BFG
1168
Beacon Financial Group
Texas
$898K -$3.19M -125,632 -78%
LKIM
1169
Lawson Kroeker Investment Management
Nebraska
$897K -$6.71K -264 -0.7%
DAC
1170
Dividend Assets Capital
South Carolina
$893K +$113K +4,436 +14%
SCM
1171
Salem Capital Management
Massachusetts
$888K -$5.87K -231 -0.6%
GWCM
1172
Godshalk Welsh Capital Management
Pennsylvania
$888K +$40.4K +1,589 +5%
HA
1173
Halsey Associates
Connecticut
$884K +$46.6K +1,834 +5%
GWM
1174
Gupta Wealth Management
California
$884K +$912K +35,865 New
AP
1175
Appleton Partners
Massachusetts
$873K -$109K -4,303 -11%

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.