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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
GHA
1226
GW Henssler & Associates
Georgia
$713K +$26.4K +1,039 +4%
IIM
1227
Intact Investment Management
Quebec, Canada
$712K -$16.5M -647,304 -96%
VCAM
1228
Van Cleef Asset Management
Ohio
$712K -$6.63K -261 -0.9%
DBIA
1229
Dumont & Blake Investment Advisors
New Jersey
$710K
BIM
1230
Bridges Investment Management
Nebraska
$706K -$169K -6,663 -19%
ASC
1231
Atalanta Sosnoff Capital
New York
$705K -$212K -8,342 -23%
MCM
1232
Mork Capital Management
California
$702K
NIM
1233
Northeast Investment Management
Massachusetts
$695K +$5.03K +198 +0.7%
WCA
1234
Westover Capital Advisors
Delaware
$695K +$20.1K +792 +3%
EHC
1235
Everett Harris & Co
California
$691K +$70.1K +2,756 +11%
NIM
1236
Nexus Investment Management
Ontario, Canada
$687K
PAWC
1237
P.A.W. Capital
Connecticut
$686K
CFA
1238
Carroll Financial Associates
North Carolina
$686K +$247K +9,728 +54%
CYG
1239
Clean Yield Group
Vermont
$685K +$100K +3,941 +17%
SFA
1240
Sequoia Financial Advisors
Ohio
$684K +$195K +7,658 +38%
AIM
1241
Acuity Investment Management
Ontario, Canada
$682K -$10.1K -397 -1%
SWM
1242
Segment Wealth Management
Texas
$682K +$195K +7,679 +38%
PAMG
1243
Patton Albertson Miller Group
Tennessee
$680K -$29.7K -1,170 -4%
SCG
1244
Sonata Capital Group
Washington
$680K +$1.68K +66 +0.2%
DLHL
1245
Donald L. Hagan LLC
Florida
$680K +$71.7K +2,822 +11%
SJIC
1246
St. James Investment Company
Texas
$677K +$182K +7,163 +35%
IC
1247
Inverness Counsel
New York
$675K -$216K -8,508 -24%
AFG
1248
American Financial Group
Ohio
$669K
CCM
1249
Cohen Capital Management
California
$666K
HJGA
1250
Hardman Johnston Global Advisors
Connecticut
$655K

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.