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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
SJIM
1201
St. Johns Investment Management
Florida
$910K +$10.1K +391 +1%
RC
1202
Roundview Capital
New Jersey
$906K -$15.9K -615 -2%
CCMG
1203
Clark Capital Management Group
Pennsylvania
$897K +$864K +33,440 New
MC
1204
Miles Capital
Iowa
$888K +$12.6K +487 +1%
GF
1205
Gerstein Fisher
New York
$882K +$201K +7,795 +31%
HAM
1206
Highstreet Asset Management
Ontario, Canada
$881K +$848K +32,827 New
AWA
1207
AmeriServ Wealth Advisors
Pennsylvania
$876K -$3.44K -133 -0.4%
CC
1208
Cannell & Co
New York
$874K
P
1209
Pitcairn
Pennsylvania
$861K -$58.4K -2,260 -7%
GAM
1210
Griffin Asset Management
New York
$858K -$853 -33 -0.1%
OA
1211
Outfitter Advisors
Virginia
$857K -$23.9K -924 -3%
HCM
1212
Harvest Capital Management
New Hampshire
$855K +$10.3K +397 +1%
PCMK
1213
Paragon Capital Management (Kansas)
Kansas
$854K -$68.3K -2,644 -8%
TSWM
1214
Triangle Securities Wealth Management
North Carolina
$852K -$33.1K -1,281 -4%
CNC
1215
Citizens & Northern Corp
Pennsylvania
$847K -$81.5K -3,154 -9%
MHIM
1216
MacNealy Hoover Investment Management
Ohio
$843K -$6.85K -265 -0.8%
MRCM
1217
M&R Capital Management
New Jersey
$840K -$42.5K -1,644 -5%
MHS
1218
M Holdings Securities
Oregon
$837K -$15.7K -606 -2%
PWM
1219
Perigon Wealth Management
California
$833K -$85.5K -3,310 -10%
BOS
1220
Bank of Stockton
California
$833K -$33.9K -1,312 -4%
AIA
1221
AIMZ Investment Advisors
California
$831K
LI
1222
LMCG Investments
Massachusetts
$826K -$155 -6 -0%
BIM
1223
Bridges Investment Management
Nebraska
$825K +$54.7K +2,118 +7%
AAC
1224
Asset Advisors Corp
Georgia
$820K +$138K +5,356 +21%
PMFA
1225
Plante Moran Financial Advisors
Michigan
$815K +$185K +7,165 +31%

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.