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AT&T
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Overview Fund Activity

1,621 hedge funds and large institutions have $97.8B invested in AT&T in 2014 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 734 increasing their positions, 652 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,621
Holders Change
+5
Holders Change %
+0.31%
% of All Funds
46.62%
Holding in Top 10
119
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-11.19%
% of All Funds
3.42%
New
75
Increased
734
Reduced
652
Closed
62
Calls
$1.54B
Puts
$2.28B
Net Calls
-$740M
Net Calls Change
-$910M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$1.16B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$233M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$167M
4
AL
AJO LP
Pennsylvania
+$148M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$141M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$286M
2
American Century Companies
American Century Companies
Missouri
-$243M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$219M
4
Capital World Investors
Capital World Investors
California
-$152M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
1326
Saybrook Capital
North Carolina
$475K – – –
MBT
1327
Montecito Bank & Trust
California
$474K -$59.4K -2,227 -11%
LFR
1328
Lehman Financial Resources
Pennsylvania
$468K +$35.3K +1,324 +8%
EWM
1329
Elite Wealth Management
Washington
$467K -$1.32M -49,331 -74%
CAM
1330
Chesapeake Asset Management
New York
$467K – – –
BMC
1331
Benin Management Corp
Connecticut
$467K – – –
KL
1332
Kinsight LLC
Alabama
$464K -$10.6K -395 -2%
BC
1333
Banced Corp
Illinois
$459K -$31.5K -1,180 -6%
BFC
1334
Blue Fin Capital
Rhode Island
$455K +$881 +33 +0.2%
AIA
1335
Arbor Investment Advisors
North Carolina
$454K – – –
PFG
1336
Piershale Financial Group
Illinois
$453K – – –
CCM
1337
Coldstream Capital Management
Washington
$453K +$38.2K +1,430 +9%
AWP
1338
Ascent Wealth Partners
New York
$452K +$1.76K +66 +0.4%
KJHP
1339
K.J. Harrison & Partners
Ontario, Canada
$449K +$35.4K +1,324 +9%
AI
1340
ArchPoint Investors
Florida
$448K +$31.4K +1,172 +8%
AWA
1341
ARS Wealth Advisors
Florida
$446K -$15.7K -590 -3%
AFIA
1342
America First Investment Advisors
Nebraska
$445K – – –
CCWA
1343
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$444K -$15.1K -565 -3%
CCM
1344
Check Capital Management
California
$441K +$5.9K +221 +1%
BA
1345
Bridgewater Advisors
New York
$440K +$4.76K +178 +1%
Two Sigma Investments
1346
Two Sigma Investments
New York
$440K +$60.5K +2,265 +16%
PAG
1347
Pinnacle Advisory Group
Maryland
$440K +$94.6K +3,547 +27%
QAM
1348
QCI Asset Management
New York
$439K -$121K -4,541 -22%
RJA
1349
Robshaw & Julian Associates
New York
$439K – – –
BWP
1350
Baldwin Wealth Partners
Massachusetts
$436K +$74.3K +2,785 +21%
52 53
54
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