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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
CYG
1251
Clean Yield Group
Vermont
$745K
DLHL
1252
Donald L. Hagan LLC
Florida
$740K
OC
1253
Oakworth Capital
Alabama
$739K +$1.96K +76 +0.3%
CFSG
1254
Community Financial Services Group
Vermont
$737K +$29.8K +1,154 +4%
GD
1255
Grandfield & Dodd
New York
$736K +$29K +1,123 +4%
FM
1256
Forward Management
California
$735K -$342K -13,240 -33%
NC
1257
NewSquare Capital
Pennsylvania
$734K +$39.3K +1,521 +6%
FFA
1258
First Foundation Advisors
California
$729K -$76.1K -2,946 -10%
ACS
1259
Archford Capital Strategies
Illinois
$728K -$119K -4,587 -14%
AFG
1260
American Financial Group
Ohio
$728K
NDSI
1261
Newman Dignan & Sheerar Inc
Rhode Island
$723K -$84.1K -3,253 -11%
IC
1262
Inverness Counsel
New York
$723K -$11.2K -433 -2%
EDRH
1263
Edmond de Rothschild Holding
Switzerland
$720K +$694K +26,844 New
MWP
1264
MYCIO Wealth Partners
Pennsylvania
$717K +$141K +5,459 +26%
SIMM
1265
Stillwater Investment Management (Minnesota)
Minnesota
$715K +$4.13K +160 +0.6%
MAM
1266
Mastrapasqua Asset Management
Tennessee
$715K +$689K +26,664 New
CCM
1267
Cohen Capital Management
California
$714K -$9.92K -384 -1%
HCM
1268
Hollencrest Capital Management
California
$713K -$2.43M -94,104 -78%
HJGA
1269
Hardman Johnston Global Advisors
Connecticut
$713K
EWA
1270
EP Wealth Advisors
California
$711K +$66.2K +2,563 +11%
BJL
1271
Brighton Jones LLC
Washington
$711K -$439 -17 -0.1%
WC
1272
Whitnell & Co
Illinois
$710K -$64.9K -2,510 -9%
SACTSONJ
1273
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$710K
SRC
1274
Shufro Rose & Co
New York
$701K -$8.55K -331 -1%
BP
1275
Ballentine Partners
Massachusetts
$701K -$2.17K -84 -0.3%

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.