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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
MWP
1326
MYCIO Wealth Partners
Pennsylvania
$524K -$418K -16,442 -44%
FC
1327
FIC Capital
New York
$524K -$254K -10,012 -32%
IOOF
1328
Independent Order of Foresters
Ontario, Canada
$523K
SCM
1329
Stonehearth Capital Management
Massachusetts
$519K +$4.47K +176 +0.8%
FA
1330
Financial Advantage
Maryland
$518K -$64K -2,517 -11%
TIM
1331
Thompson Investment Management
Wisconsin
$518K -$58.9K -2,317 -10%
FA
1332
FCG Advisors
New Jersey
$518K +$330 +13 +0.1%
BFC
1333
Blue Fin Capital
Rhode Island
$514K +$14.1K +556 +3%
CFN
1334
Cordasco Financial Network
Florida
$514K +$20.2K +794 +4%
FWM
1335
Focused Wealth Management
New York
$512K +$178 +7 +0%
MA
1336
Montag & Associates
Georgia
$511K -$27.5K -1,080 -5%
BBNB
1337
Baker Boyer National Bank
Washington
$510K +$10.4K +408 +2%
PL
1338
Plancorp LLC
Missouri
$509K -$202K -7,944 -28%
IF
1339
IRON Financial
Illinois
$499K +$5.95K +234 +1%
W
1340
Wealthfront
California
$495K +$191K +7,528 +60%
CCB
1341
Cutter & Co Brokerage
Missouri
$493K +$103K +4,059 +25%
AI
1342
ArchPoint Investors
Florida
$489K
PFG
1343
Piershale Financial Group
Illinois
$488K -$1.97M -77,532 -80%
REMPR
1344
Roof Eidam Maycock Peralta (REMP)
California
$488K -$1.19M -46,915 -70%
IC
1345
InterOcean Capital
Illinois
$488K +$120K +4,740 +32%
LFR
1346
Lehman Financial Resources
Pennsylvania
$485K +$56.3K +2,216 +13%
PAS
1347
Professional Advisory Services
Florida
$477K -$25.2K -993 -5%
GT
1348
Greenleaf Trust
Michigan
$477K +$237K +9,311 +93%
FC
1349
Financial Consulate
Maryland
$476K +$263K +10,358 +116%
HCA
1350
Harbour Capital Advisors
Virginia
$473K -$6.38K -251 -1%

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.