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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
CFMC
1176
Curbstone Financial Management Corp
New Hampshire
$986K -$18.8K -728 -2%
MCC
1177
Mid Continent Capital
Illinois
$981K -$162K -6,278 -15%
IT
1178
Investors Trust
Texas
$981K
GWCM
1179
Godshalk Welsh Capital Management
Pennsylvania
$980K +$13.7K +529 +1%
MIC
1180
MU Investments Company
Japan
$979K -$344K -13,306 -27%
LKIM
1181
Lawson Kroeker Investment Management
Nebraska
$976K
TRIM
1182
Thompson Rubinstein Investment Management
Oregon
$969K -$65K -2,516 -7%
DIP
1183
DT Investment Partners
Pennsylvania
$968K +$133K +5,128 +17%
SCM
1184
Salem Capital Management
Massachusetts
$966K
EWMCB
1185
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$964K +$245K +9,485 +36%
HA
1186
Halsey Associates
Connecticut
$962K
BRWM
1187
B. Riley Wealth Management
Tennessee
$960K +$271K +10,494 +41%
AP
1188
Appleton Partners
Massachusetts
$951K +$879 +34 +0.1%
LPT
1189
Legacy Private Trust
Wisconsin
$950K -$68.8K -2,661 -7%
CFA
1190
Capstone Financial Advisors
Illinois
$943K -$116K -4,474 -11%
RMCM
1191
Reynders McVeigh Capital Management
Massachusetts
$942K +$48K +1,859 +6%
HL
1192
HeadInvest LLC
Maine
$941K -$130K -5,012 -13%
HCA
1193
Harbour Capital Advisors
Virginia
$935K +$405K +15,656 +82%
NEPWA
1194
New England Private Wealth Advisors
Massachusetts
$930K +$95.4K +3,690 +12%
BFG
1195
Beacon Financial Group
Texas
$929K -$42.5K -1,643 -5%
CL
1196
CPWM LLC
Washington
$929K +$134K +5,172 +18%
BCA
1197
Benchmark Capital Advisors
New York
$928K +$894K +34,579 New
PWAP
1198
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$916K -$8.27K -320 -0.9%
RFA
1199
Reilly Financial Advisors
California
$912K -$103K -3,997 -11%
KCM
1200
Karp Capital Management
California
$912K +$11.6K +447 +1%

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.