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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
HIM
1226
Harbour Investment Management
Washington
$811K -$6.85K -265 -0.9%
GLI
1227
Guardian Life Insurance
New York
$808K +$1.83K +71 +0.2%
NIM
1228
Northeast Investment Management
Massachusetts
$807K +$48.8K +1,889 +7%
SFA
1229
Sequoia Financial Advisors
Ohio
$806K +$59.6K +2,307 +8%
CCG
1230
Chatham Capital Group
Georgia
$805K -$24K -927 -3%
WCBA
1231
Weaver C. Barksdale & Associates
Tennessee
$798K +$3.44K +133 +0.4%
KA
1232
KLCM Advisors
Wisconsin
$798K +$131K +5,066 +21%
IP
1233
Investment Partners
Ohio
$796K -$46.6K -1,802 -6%
MC
1234
Middleton & Co
Massachusetts
$791K
GHA
1235
GW Henssler & Associates
Georgia
$784K +$8.27K +320 +1%
CA
1236
Capital Advantage
California
$778K -$110K -4,263 -13%
VCAM
1237
Van Cleef Asset Management
Ohio
$775K +$103 +4 +0%
IIM
1238
Intact Investment Management
Quebec, Canada
$774K
DBIA
1239
Dumont & Blake Investment Advisors
New Jersey
$773K
SFS
1240
Strategic Financial Services
New York
$773K +$87.1K +3,370 +13%
KFA
1241
Kays Financial Advisory
Georgia
$770K +$409K +15,827 +123%
MCWS
1242
McKinley Carter Wealth Services
West Virginia
$768K +$179K +6,929 +32%
PL
1243
Plancorp LLC
Missouri
$767K +$205K +7,944 +38%
MCM
1244
Mork Capital Management
California
$764K
LGC
1245
Laurel Grove Capital
California
$758K -$44.5K -1,721 -6%
CD
1246
Carl Domino
Florida
$753K +$63.4K +2,454 +10%
EHC
1247
Everett Harris & Co
California
$751K
NIM
1248
Nexus Investment Management
Ontario, Canada
$747K
HHGA
1249
Halbert Hargrove Global Advisors
California
$746K -$48.5K -1,875 -6%
PAWC
1250
P.A.W. Capital
Connecticut
$746K

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.