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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
GAM
1201
Griffin Asset Management
New York
$790K +$19.5K +768 +2%
MHS
1202
M Holdings Securities
Oregon
$784K -$17.8K -700 -2%
ACS
1203
Archford Capital Strategies
Illinois
$782K +$43.1K +1,696 +6%
MHIM
1204
MacNealy Hoover Investment Management
Ohio
$782K
QT
1205
Quantbot Technologies
New York
$782K +$807K +31,743 New
HCM
1206
Harvest Capital Management
New Hampshire
$776K
IP
1207
Investment Partners
Ohio
$775K -$13.5K -533 -2%
AIM
1208
Acropolis Investment Management
Missouri
$767K -$180K -7,070 -19%
NEPWA
1209
New England Private Wealth Advisors
Massachusetts
$766K +$69.9K +2,751 +10%
AIA
1210
AIMZ Investment Advisors
California
$764K +$16.8K +662 +2%
CCG
1211
Chatham Capital Group
Georgia
$763K +$13.4K +529 +2%
DIP
1212
DT Investment Partners
Pennsylvania
$763K +$69.8K +2,745 +10%
LI
1213
LMCG Investments
Massachusetts
$759K
HIM
1214
Harbour Investment Management
Washington
$752K -$25.2K -993 -3%
NDSI
1215
Newman Dignan & Sheerar Inc
Rhode Island
$745K -$27.1K -1,065 -3%
FFA
1216
First Foundation Advisors
California
$742K +$112K +4,401 +17%
GLI
1217
Guardian Life Insurance
New York
$741K -$231K -9,089 -23%
LGC
1218
Laurel Grove Capital
California
$739K -$74K -2,913 -9%
OC
1219
Oakworth Capital
Alabama
$735K +$36.7K +1,444 +5%
HHGA
1220
Halbert Hargrove Global Advisors
California
$732K +$378K +14,854 +100%
WCBA
1221
Weaver C. Barksdale & Associates
Tennessee
$731K
MC
1222
Middleton & Co
Massachusetts
$727K -$36.2K -1,424 -5%
CL
1223
CPWM LLC
Washington
$727K +$131K +5,163 +21%
DWM
1224
Destination Wealth Management
California
$718K -$245K -9,636 -25%
WC
1225
Whitnell & Co
Illinois
$714K -$101K -3,966 -12%

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.