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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
BC
1401
Banced Corp
Illinois
$442K
SCP
1402
Sandhill Capital Partners
New York
$439K -$251K -9,723 -37%
CAM
1403
Chesapeake Asset Management
New York
$439K
CS
1404
Comerica Securities
Michigan
$438K +$76.6K +2,963 +22%
NYLIM
1405
New York Life Investment Management
New York
$437K
SFS
1406
Summit Financial Strategies
Ohio
$435K -$3.7K -143 -0.9%
BRA
1407
Bender Robert & Associates
California
$435K +$4.11K +159 +1%
DBT
1408
Dubuque Bank & Trust
Iowa
$435K +$22.7K +878 +6%
B
1409
Bellecapital
Switzerland
$434K -$10.6K -412 -2%
CAM
1410
Concorde Asset Management
Michigan
$434K +$16.8K +649 +4%
CCM
1411
Coldstream Capital Management
Washington
$434K +$66.8K +2,583 +19%
AIA
1412
Arbor Investment Advisors
North Carolina
$432K +$4.34K +168 +1%
CCM
1413
Check Capital Management
California
$430K
FNT
1414
First Nebraska Trust
Nebraska
$429K
MIH
1415
Madison Investment Holdings
Wisconsin
$428K -$11.7K -452 -3%
SAM
1416
Sentinel Asset Management
Vermont
$426K -$582K -22,508 -59%
TDC
1417
Thompson Davis & Co
Virginia
$425K +$369K +14,267 +899%
TCM
1418
Tradition Capital Management
New Jersey
$423K
MM
1419
Meridian Management
Arkansas
$421K +$6.75K +261 +2%
GIP
1420
Greatmark Investment Partners
Georgia
$420K +$13.7K +530 +4%
AAS
1421
Annex Advisory Services
Wisconsin
$420K +$64.5K +2,496 +19%
PP
1422
Paloma Partners
Connecticut
$419K -$282K -10,911 -41%
RWM
1423
RKL Wealth Management
Pennsylvania
$419K
BIC
1424
Beach Investment Counsel
Pennsylvania
$417K
QCG
1425
Quadrant Capital Group
Ohio
$414K +$403K +15,594 New

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.