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1,607 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, 673 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

306% more first-time investments, than exits

New positions opened: 199 | Existing positions closed: 49

9% more funds holding

Funds holding: 1,4781,607 (+129)

1% more capital invested

Capital invested by funds: $96.3B → $97.5B (+$1.26B)

5% less call options, than puts

Call options by funds: $1.43B | Put options by funds: $1.5B

1.3% less ownership

Funds ownership: 71.07%69.77% (-1.3%)

5% less funds holding in top 10

Funds holding in top 10: 129123 (-6)

11% less repeat investments, than reductions

Existing positions increased: 599 | Existing positions reduced: 673

Holders
1,607
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
673
Closed
49
Calls
$1.43B
Puts
$1.5B
Net Calls
-$72.5M
Net Calls Change
+$445M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1201
Thompson Investment Management
Wisconsin
$718K +$55.9K +2,124 +9%
MCWS
1202
McKinley Carter Wealth Services
West Virginia
$716K -$17.6K -670 -2%
IFS
1203
Ifrah Financial Services
Arkansas
$715K -$5.03K -191 -0.7%
PH
1204
Pinnacle Holdings
Oklahoma
$710K -$6.39K -243 -0.9%
OIM
1205
Orca Investment Management
Oregon
$702K +$695K +26,432 New
FAM
1206
Forty4 Asset Management
Illinois
$696K +$690K +26,215 New
CIS
1207
Capital International Sarl
California
$689K +$105K +3,972 +18%
AL
1208
Aspiriant LLC
California
$687K +$680K +25,860 New
FA
1209
FDx Advisors
Illinois
$686K -$170K -6,456 -20%
KTC
1210
Kistler-Tiffany Companies
Pennsylvania
$677K +$94.5K +3,592 +16%
EGA
1211
E&G Advisors
Texas
$670K +$664K +25,231 New
IC
1212
Inverness Counsel
New York
$664K -$38.9K -1,480 -6%
CCA
1213
Cobblestone Capital Advisors
New York
$660K -$53.9K -2,048 -8%
WCBA
1214
Weaver C. Barksdale & Associates
Tennessee
$660K
LC
1215
Lilley & Co
Michigan
$655K -$23.4K -891 -3%
B
1216
Bellecapital
Switzerland
$653K +$647K +24,608 New
OFS
1217
Orrstown Financial Services
Pennsylvania
$652K -$62.7K -2,383 -9%
PAS
1218
Partnervest Advisory Services
California
$652K +$116K +4,393 +22%
SAM
1219
Sequent Asset Management
Texas
$650K
NAM
1220
Needelman Asset Management
California
$649K
DAC
1221
Dividend Assets Capital
South Carolina
$646K -$4.05K -154 -0.6%
NIM
1222
Northeast Investment Management
Massachusetts
$645K +$83.1K +3,160 +15%
GT
1223
Greenleaf Trust
Michigan
$638K -$17.8K -678 -3%
CFN
1224
Cordasco Financial Network
Florida
$637K +$631K +23,999 New
CI
1225
Capital International
California
$636K