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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
AIM
1326
Acropolis Investment Management
Missouri
$586K -$239K -9,251 -30%
GAM
1327
Garrison Asset Management
Arkansas
$583K -$1.63K -63 -0.3%
BOS
1328
Bingham Osborn & Scarborough
California
$583K +$8.94K +346 +2%
Twin Tree Management
1329
Twin Tree Management
Texas
$582K +$560K +21,683 New
CBT
1330
Central Bank & Trust
Kentucky
$573K -$80.8K -3,126 -13%
GIM
1331
Greylin Investment Management
Virginia
$570K -$13.7K -529 -2%
AWM
1332
AllSquare Wealth Management
New York
$568K +$56.4K +2,184 +12%
Carson Wealth (CWM LLC)
1333
Carson Wealth (CWM LLC)
Nebraska
$567K -$121K -4,683 -18%
SCM
1334
Stonehearth Capital Management
Massachusetts
$560K -$4.55K -176 -0.8%
CFN
1335
Cordasco Financial Network
Florida
$559K
BHB
1336
Bank Hapoalim BM
Israel
$559K +$326K +12,624 +154%
PFG
1337
Piershale Financial Group
Illinois
$558K +$26.5K +1,025 +5%
BCP
1338
Blue Chip Partners
Michigan
$557K +$536K +20,751 New
MA
1339
Montag & Associates
Georgia
$556K
IFB
1340
iAB Financial Bank
Indiana
$555K +$103K +3,972 +24%
TCB
1341
Texas Capital Bancshares
Texas
$552K -$78.4K -3,032 -13%
WP
1342
WMS Partners
Maryland
$551K +$163K +6,306 +44%
EAM
1343
Evanson Asset Management
California
$544K -$77.9K -3,016 -13%
PCM
1344
Princeton Capital Management
New Jersey
$543K +$294K +11,386 +129%
BBNB
1345
Baker Boyer National Bank
Washington
$542K -$12.5K -482 -2%
NFG
1346
Nadler Financial Group
Illinois
$539K -$32.4K -1,254 -6%
EIA
1347
Edgemoor Investment Advisors
Maryland
$532K -$62K -2,398 -11%
LFR
1348
Lehman Financial Resources
Pennsylvania
$530K +$3.44K +133 +0.7%
QAM
1349
QCI Asset Management
New York
$530K +$27.3K +1,058 +6%
VAM
1350
Visium Asset Management
New York
$530K +$247K +9,568 +94%

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.