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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
PWMAG
1276
Pinnacle Wealth Management Advisory Group
New Jersey
$623K -$75.4K -2,966 -11%
BRWM
1277
B. Riley Wealth Management
Tennessee
$623K -$3.53K -139 -0.5%
AAC
1278
Asset Advisors Corp
Georgia
$622K -$133K -5,230 -17%
IWA
1279
Inspirion Wealth Advisors
Illinois
$619K -$48K -1,887 -7%
ROTUOC
1280
Regents of the University of California
California
$619K
GF
1281
Gerstein Fisher
New York
$619K +$85.2K +3,350 +15%
CFS
1282
Commonwealth Financial Services
West Virginia
$614K -$1.25K -49 -0.2%
MCM
1283
Manchester Capital Management
Vermont
$612K -$166K -6,516 -21%
KA
1284
KLCM Advisors
Wisconsin
$609K +$22.4K +880 +4%
STB
1285
S&T Bank
Pennsylvania
$604K -$85.2K -3,352 -12%
CBT
1286
Central Bank & Trust
Kentucky
$603K -$300K -11,792 -33%
NAM
1287
Needelman Asset Management
California
$602K +$1.17K +46 +0.2%
HC
1288
Highmount Capital
New York
$599K -$3.02K -119 -0.5%
MWP
1289
Moller Wealth Partners
$596K -$16K -628 -3%
OFS
1290
Orrstown Financial Services
Pennsylvania
$591K -$44.3K -1,741 -7%
CI
1291
Capital International
California
$591K
EWA
1292
EP Wealth Advisors
California
$591K -$72.6K -2,858 -11%
AC
1293
Alexandria Capital
Virginia
$586K -$293K -11,523 -33%
MVA
1294
Mount Vernon Associates
Maryland
$586K +$8.41K +331 +1%
RC
1295
Reik & Co
New York
$586K +$9.61K +378 +2%
AWS
1296
Aris Wealth Services
Pennsylvania
$584K +$114K +4,502 +23%
TCB
1297
Texas Capital Bancshares
Texas
$582K -$9.66K -380 -2%
BC
1298
Barnett & Company
Tennessee
$578K -$142K -5,569 -19%
AT
1299
Argent Trust
Texas
$575K -$277K -10,896 -32%
EAM
1300
Evanson Asset Management
California
$574K -$43.3K -1,704 -7%

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.