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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
FI
1351
FormulaFolio Investments
Michigan
$473K -$2.19K -86 -0.4%
Dodge & Cox
1352
Dodge & Cox
California
$473K
HW
1353
Hedeker Wealth
Illinois
$471K +$258K +10,144 +125%
AWM
1354
AllSquare Wealth Management
New York
$468K +$686 +27 +0.1%
Capital Fund Management (CFM)
1355
Capital Fund Management (CFM)
France
$467K +$23.6K +927 +5%
DTL
1356
Dynamic Technology Lab
Singapore
$467K +$482K +18,950 New
PCM
1357
Perritt Capital Management
Illinois
$463K +$6.74K +265 +1%
QAM
1358
QCI Asset Management
New York
$461K -$113K -4,449 -19%
GWA
1359
Genesis Wealth Advisors
Massachusetts
$460K -$144K -5,665 -23%
FUBT
1360
First United Bank & Trust
Maryland
$457K -$203 -8 -0%
TIP
1361
Torray Investment Partners
Maryland
$456K -$11.2M -441,116 -96%
GVT
1362
Genesee Valley Trust
New York
$454K -$8.16K -321 -2%
ARM
1363
Adirondack Research & Management
New York
$451K
HRIA
1364
Haberer Registered Investment Advisor
Ohio
$451K +$91.5K +3,598 +24%
SAM
1365
Security Asset Management
New York
$449K -$4.02K -158 -0.9%
MBT
1366
Montecito Bank & Trust
California
$448K -$46.4K -1,827 -9%
CA
1367
CapWealth Advisors
Tennessee
$447K -$76K -2,992 -14%
LBC
1368
Lawrence B. Cohen
$446K -$199K -7,815 -30%
RIM
1369
Regent Investment Management
Kentucky
$446K -$13.5K -530 -3%
BIM
1370
Baldwin Investment Management
Pennsylvania
$446K
ECAM
1371
East Coast Asset Management
Massachusetts
$445K -$28.9K -1,137 -6%
FHB
1372
First Hawaiian Bank
Hawaii
$445K +$19.6K +773 +4%
AWA
1373
ARS Wealth Advisors
Florida
$444K -$17.8K -700 -4%
TC
1374
Travelers Companies
Minnesota
$441K
CAM
1375
Centre Asset Management
New York
$439K

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.