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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
AWS
1301
Aris Wealth Services
Pennsylvania
$630K -$5.3K -205 -0.9%
BC
1302
Barnett & Company
Tennessee
$629K
SJIC
1303
St. James Investment Company
Texas
$628K -$104K -4,038 -15%
TNAM
1304
Terra Nova Asset Management
New York
$628K +$8.71K +337 +1%
AT
1305
Argent Trust
Texas
$626K
CA
1306
Cornerstone Advisors
North Carolina
$625K -$857K -33,151 -59%
MCMT
1307
Moon Capital Management (Tennessee)
Tennessee
$624K +$181 +7 +0%
STB
1308
S&T Bank
Pennsylvania
$623K -$32.7K -1,265 -5%
PAMG
1309
Patton Albertson Miller Group
Tennessee
$622K -$113K -4,381 -16%
LC
1310
Lourd Capital
California
$622K -$59.8K -2,314 -9%
MSTVIM
1311
Messner & Smith Theme Value Investment Management
California
$620K
WP
1312
WealthPLAN Partners
Nebraska
$614K -$73.7K -2,850 -11%
SM
1313
Salzhauer Michael
$614K +$342K +13,240 +137%
RC
1314
Reik & Co
New York
$612K -$24.8K -960 -4%
CCWA
1315
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$608K +$30.8K +1,190 +6%
CI
1316
Capital International
California
$607K -$34.2K -1,324 -6%
CP
1317
Camelot Portfolios
Ohio
$605K -$78.2K -3,024 -12%
NMIFOAC
1318
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$604K
DIA
1319
Dean Investment Associates
Ohio
$602K +$20.1K +776 +4%
ITIM
1320
Indiana Trust & Investment Management
Indiana
$600K -$1.19K -46 -0.2%
FA
1321
FCG Advisors
New Jersey
$595K +$30.1K +1,165 +6%
WCA
1322
Westover Capital Advisors
Delaware
$593K -$157K -6,081 -22%
GHAM
1323
Gilman Hill Asset Management
Connecticut
$591K +$4.78K +185 +0.8%
SIM
1324
SSI Investment Management
California
$589K -$1.89K -73 -0.3%
IWA
1325
Inspirion Wealth Advisors
Illinois
$587K -$82.8K -3,202 -13%

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.