We are live on ! Find out more

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
TCM
1401
Texan Capital Management
Texas
$402K +$414K +16,287 New
HP
1402
HT Partners
Connecticut
$398K +$24K +946 +6%
EA
1403
Emerald Advisers
Pennsylvania
$396K -$615K -24,180 -62%
DWM
1404
Dakota Wealth Management
Florida
$396K -$56.4K -2,219 -12%
BRA
1405
Bender Robert & Associates
California
$396K +$44.4K +1,748 +12%
CCM
1406
Check Capital Management
California
$395K -$10.7K -420 -3%
CAM
1407
Concorde Asset Management
Michigan
$395K -$4.25K -167 -1%
FNT
1408
First Nebraska Trust
Nebraska
$395K +$37.2K +1,464 +10%
MCM
1409
MAI Capital Management
Ohio
$394K -$4.35K -171 -1%
AB
1410
Atlas Brown
Kentucky
$394K +$127 +5 +0%
AIA
1411
Arbor Investment Advisors
North Carolina
$393K -$4.63K -182 -1%
TCM
1412
Tradition Capital Management
New Jersey
$389K -$3.91K -154 -1%
FIM
1413
Freedom Investment Management
Connecticut
$389K +$63.7K +2,508 +19%
RWM
1414
RKL Wealth Management
Pennsylvania
$386K +$64.9K +2,554 +20%
LJHT
1415
Laurie J. Hall Trustee
$385K
SC
1416
Saturna Capital
Washington
$384K -$135K -5,296 -25%
BIC
1417
Beach Investment Counsel
Pennsylvania
$383K -$187K -7,349 -32%
GAM
1418
Gemmer Asset Management
California
$382K +$22K +866 +6%
MM
1419
Meridian Management
Arkansas
$380K +$7.14K +281 +2%
DBT
1420
Dubuque Bank & Trust
Iowa
$378K -$61.4K -2,416 -14%
FFA
1421
Fragasso Financial Advisors
Pennsylvania
$378K +$41.1K +1,618 +12%
RHJA
1422
Rice Hall James & Associates
California
$376K -$111K -4,370 -22%
GIP
1423
Greatmark Investment Partners
Georgia
$373K
LG
1424
Laidlaw Group
New York
$372K +$148K +5,806 +62%
TCMG
1425
TSP Capital Management Group
New Jersey
$369K

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.