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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
BJL
1251
Brighton Jones LLC
Washington
$654K -$94.9K -3,734 -12%
PP
1252
Paloma Partners
Connecticut
$654K +$238K +9,371 +55%
SIMM
1253
Stillwater Investment Management (Minnesota)
Minnesota
$653K -$248K -9,764 -27%
SACTSONJ
1254
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$653K
FIG
1255
Fusion Investment Group
Pennsylvania
$653K +$562K +22,124 +506%
SRC
1256
Shufro Rose & Co
New York
$652K +$16.8K +662 +3%
EWMCB
1257
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$652K +$22.1K +870 +3%
CFSG
1258
Community Financial Services Group
Vermont
$649K -$31.1K -1,222 -4%
GD
1259
Grandfield & Dodd
New York
$649K +$22.3K +878 +3%
BP
1260
Ballentine Partners
Massachusetts
$646K -$57.3K -2,256 -8%
MA
1261
MCF Advisors
Kentucky
$643K +$5.67K +223 +0.9%
SCP
1262
Sandhill Capital Partners
New York
$643K +$20K +788 +3%
Carson Wealth (CWM LLC)
1263
Carson Wealth (CWM LLC)
Nebraska
$637K -$119K -4,668 -15%
NC
1264
NewSquare Capital
Pennsylvania
$637K +$43.4K +1,707 +7%
NERM
1265
New England Research & Management
Illinois
$635K -$93.7K -3,687 -13%
WP
1266
WealthPLAN Partners
Nebraska
$634K +$654K +25,719 New
CD
1267
Carl Domino
Florida
$632K -$147K -5,773 -18%
CP
1268
Camelot Portfolios
Ohio
$630K +$6.35K +250 +1%
AI
1269
Atria Investments
North Carolina
$629K -$129K -5,058 -17%
LC
1270
Lourd Capital
California
$629K +$85.6K +3,366 +15%
BCM
1271
Boltwood Capital Management
California
$628K
CCA
1272
Cobblestone Capital Advisors
New York
$628K +$1.22K +48 +0.2%
MCM
1273
McKinley Capital Management
Alaska
$627K +$1.91K +75 +0.3%
SFS
1274
Strategic Financial Services
New York
$627K +$95.6K +3,760 +17%
MCA
1275
Mercer Capital Advisers
New Jersey
$624K +$254 +10 +0%

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.