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AT&T
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Overview Fund Activity

1,621 hedge funds and large institutions have $97.8B invested in AT&T in 2014 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 734 increasing their positions, 652 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,621
Holders Change
+5
Holders Change %
+0.31%
% of All Funds
46.62%
Holding in Top 10
119
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-11.19%
% of All Funds
3.42%
New
75
Increased
734
Reduced
652
Closed
62
Calls
$1.54B
Puts
$2.28B
Net Calls
-$740M
Net Calls Change
-$910M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$1.16B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$233M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$167M
4
AL
AJO LP
Pennsylvania
+$148M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$141M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$286M
2
American Century Companies
American Century Companies
Missouri
-$243M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$219M
4
Capital World Investors
Capital World Investors
California
-$152M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCC
1226
Park Circle Company
Maryland
$707K – – –
FBT
1227
Founders Bank & Trust
Michigan
$705K +$2.16K +81 +0.3%
IFS
1228
Ifrah Financial Services
Arkansas
$700K -$1.68K -63 -0.2%
MCM
1229
McKinley Capital Management
Alaska
$694K -$228K -8,549 -25%
FFA
1230
First Foundation Advisors
California
$693K -$135K -5,071 -16%
OFS
1231
Orrstown Financial Services
Pennsylvania
$691K -$61.1K -2,289 -8%
BS
1232
Bessemer Securities
New York
$690K +$690K +25,818 New
SRC
1233
Shufro Rose & Co
New York
$689K -$38.7K -1,449 -5%
GF
1234
Gerstein Fisher
New York
$688K -$53K -1,985 -7%
CW
1235
Cobiz Wealth
Colorado
$684K -$20.2K -756 -3%
BIM
1236
Bridges Investment Management
Nebraska
$680K +$211K +7,873 +45%
EWA
1237
EP Wealth Advisors
California
$677K -$15.7K -589 -2%
ROTUOC
1238
Regents of the University of California
California
$670K +$670K +25,100 New
CCA
1239
Cobblestone Capital Advisors
New York
$666K +$28.8K +1,079 +5%
WCBA
1240
Weaver C. Barksdale & Associates
Tennessee
$664K – – –
MWP
1241
Moller Wealth Partners
$663K -$68.4K -2,559 -9%
FA
1242
Financial Advantage
Maryland
$661K +$136K +5,112 +26%
TIM
1243
Thompson Investment Management
Wisconsin
$659K -$20.3K -761 -3%
NAM
1244
Needelman Asset Management
California
$658K – – –
RH
1245
Rayner & Haynor
California
$656K -$20.7K -775 -3%
CFSG
1246
Community Financial Services Group
Vermont
$641K +$1.95K +73 +0.3%
CI
1247
Capital International
California
$640K – – –
RIM
1248
Regent Investment Management
Kentucky
$639K +$109K +4,098 +21%
ZTNA
1249
Zions Trust National Association
Utah
$637K -$30.4K -1,139 -5%
MC
1250
Miles Capital
Iowa
$631K +$347 +13 +0.1%
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50
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