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AT&T
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Overview Fund Activity

1,606 hedge funds and large institutions have $97.5B invested in AT&T in 2013 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 599 increasing their positions, 672 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,606
Holders Change
+129
Holders Change %
+8.73%
% of All Funds
46.65%
Holding in Top 10
123
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.65%
% of All Funds
3.57%
New
199
Increased
599
Reduced
672
Closed
49
Calls
$1.43B
Puts
$1.5B
Net Calls
-$72.5M
Net Calls Change
+$445M

Top Buyers

1
PAMU
Pictet Asset Management (UK)
United Kingdom
+$247M
2
BFA
BlackRock Fund Advisors
California
+$129M
3
Franklin Resources
Franklin Resources
California
+$116M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$115M
5
SAS
Sarbit Advisory Services
Manitoba, Canada
+$107M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$632M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$304M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$295M
4
Barclays
Barclays
United Kingdom
-$244M
5
TCIM
TIAA CREF Investment Management
New York
-$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
1176
Destination Wealth Management
California
$814K +$39.9K +1,505 +5%
NI
1177
Numeric Investors
Massachusetts
$791K -$18.1M -680,676 -96%
LA
1178
Lau Associates
Delaware
$786K -$176K -6,620 -18%
ST
1179
Stifel Trust
Missouri
$786K -$15.9K -598 -2%
MHIM
1180
MacNealy Hoover Investment Management
Ohio
$781K +$781K +29,431 New
CD
1181
Carl Domino
Florida
$773K -$2.55K -96 -0.3%
OIA
1182
Optimum Investment Advisors
Illinois
$773K +$47.8K +1,799 +7%
IAS
1183
INR Advisory Services
Pennsylvania
$758K – – –
EWM
1184
Elite Wealth Management
Washington
$752K -$640K -24,116 -46%
EVC
1185
Eidelman Virant Capital
Missouri
$747K – – –
ACH
1186
ArrowMark Colorado Holdings
Colorado
$742K – – –
PCA
1187
Peddock Capital Advisors
Massachusetts
$737K +$737K +27,748 New
DAM
1188
Doheny Asset Management
California
$735K -$17.6K -662 -2%
BP
1189
Ballentine Partners
Massachusetts
$733K -$22.9K -863 -3%
RC
1190
Reik & Co
New York
$732K +$262K +9,861 +56%
RH
1191
Rayner & Haynor
California
$732K +$732K +27,582 New
LI
1192
LMCG Investments
Massachusetts
$730K -$9.06K -341 -1%
MWP
1193
Moller Wealth Partners
$727K +$5.98K +225 +0.8%
MDCM
1194
Morgan Dempsey Capital Management
Wisconsin
$726K -$49.1K -1,847 -6%
HJGA
1195
Hardman Johnston Global Advisors
Connecticut
$726K – – –
AFG
1196
American Financial Group
Ohio
$721K – – –
AIA
1197
Affinity Investment Advisors
California
$721K – – –
SC
1198
Saturna Capital
Washington
$720K -$176K -6,620 -20%
NEPWA
1199
New England Private Wealth Advisors
Massachusetts
$719K +$165K +6,213 +30%
TIM
1200
Thompson Investment Management
Wisconsin
$718K +$56.4K +2,124 +9%
46 47
48
49 50