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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
CW
1301
Cobiz Wealth
Colorado
$574K -$2.19K -86 -0.4%
MCMT
1302
Moon Capital Management (Tennessee)
Tennessee
$574K +$3.53K +139 +0.6%
Millennium Management
1303
Millennium Management
New York
$572K -$7.08M -278,348 -92%
PMFA
1304
Plante Moran Financial Advisors
Michigan
$572K +$108K +4,232 +22%
PIM
1305
Profit Investment Management
Maryland
$571K
MSTVIM
1306
Messner & Smith Theme Value Investment Management
California
$570K +$199K +7,838 +51%
TNAM
1307
Terra Nova Asset Management
New York
$569K +$586K +23,071 New
BMC
1308
Benin Management Corp
Connecticut
$566K +$113K +4,463 +24%
NMIFOAC
1309
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$555K
GIM
1310
Greylin Investment Management
Virginia
$553K
ITIM
1311
Indiana Trust & Investment Management
Indiana
$553K
KTC
1312
Kistler-Tiffany Companies
Pennsylvania
$550K +$20.6K +810 +4%
MSU
1313
Maple Securities USA
New Jersey
$548K -$2.42M -95,096 -81%
EIA
1314
Edgemoor Investment Advisors
Maryland
$548K -$6.71K -264 -1%
SIA
1315
Stancorp Investment Advisers
Oregon
$547K -$232K -9,145 -29%
SIM
1316
SSI Investment Management
California
$540K -$763 -30 -0.1%
CFA
1317
Camarda Financial Advisors
Florida
$540K +$7.6K +299 +1%
GHAM
1318
Gilman Hill Asset Management
Connecticut
$539K -$28.6K -1,125 -5%
GAM
1319
Garrison Asset Management
Arkansas
$537K -$8.16K -321 -1%
MCWS
1320
McKinley Carter Wealth Services
West Virginia
$535K +$178K +7,016 +48%
DIA
1321
Dean Investment Associates
Ohio
$534K +$45K +1,772 +9%
CCWA
1322
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$530K +$1.55K +61 +0.3%
BCM
1323
Blume Capital Management
California
$530K +$38.7K +1,522 +8%
BOS
1324
Bingham Osborn & Scarborough
California
$527K -$6.91K -272 -1%
NFG
1325
Nadler Financial Group
Illinois
$526K +$22.9K +900 +4%

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.