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AT&T
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Overview Fund Activity

1,621 hedge funds and large institutions have $97.8B invested in AT&T in 2014 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 734 increasing their positions, 652 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,621
Holders Change
+5
Holders Change %
+0.31%
% of All Funds
46.62%
Holding in Top 10
119
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-11.19%
% of All Funds
3.42%
New
75
Increased
734
Reduced
652
Closed
62
Calls
$1.54B
Puts
$2.28B
Net Calls
-$740M
Net Calls Change
-$910M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$1.16B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$233M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$167M
4
AL
AJO LP
Pennsylvania
+$148M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$141M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$286M
2
American Century Companies
American Century Companies
Missouri
-$243M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$219M
4
Capital World Investors
Capital World Investors
California
-$152M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHAM
1426
Clear Harbor Asset Management
Connecticut
$330K -$1.77M -66,306 -84%
CCP
1427
Clarkston Capital Partners
Michigan
$330K -$14.9K -557 -4%
SC
1428
Stratford Consulting
Texas
$330K +$3.39K +127 +1%
AWA
1429
Arete Wealth Advisors
Illinois
$323K -$33K -1,237 -9%
CAM
1430
Congress Asset Management
Massachusetts
$323K +$21.6K +808 +7%
FDCC
1431
Foster Dykema Cabot & Co
Massachusetts
$322K – – –
SFM
1432
Signature Financial Management
Virginia
$322K +$19K +716 +6%
LC
1433
Lourd Capital
California
$318K +$4.33K +162 +1%
EWM
1434
Evermay Wealth Management
Virginia
$317K +$48.7K +1,820 +18%
LWM
1435
Lyons Wealth Management
Florida
$316K +$316K +11,789 New
AW
1436
Alpha Windward
Massachusetts
$314K +$40.5K +1,518 +15%
FAM
1437
Fenimore Asset Management
New York
$313K – – –
RHDIC
1438
R.H. Dinel Investment Counsel
California
$310K -$48.6K -1,820 -14%
ACM
1439
Ashford Capital Management
Delaware
$310K – – –
SCP
1440
Seizert Capital Partners
Michigan
$309K – – –
TA
1441
TBP Advisors
New York
$309K +$92.1K +3,442 +42%
BPB
1442
Badgley, Phelps & Bell
Washington
$308K -$107K -4,004 -26%
GAM
1443
Griffin Asset Management
New York
$306K -$53K -1,986 -15%
JIP
1444
Jaffetilchin Investment Partners
Florida
$306K +$2.25K +84 +0.7%
OAM
1445
Occidental Asset Management
California
$305K – – –
CCM
1446
Chilton Capital Management
Texas
$304K – – –
FA
1447
Fagan Associates
New York
$300K +$300K +11,224 New
BWM
1448
Baystate Wealth Management
Massachusetts
$299K -$31.9K -1,196 -10%
HF
1449
Hoxton Financial
West Virginia
$297K +$40.7K +1,520 +16%
SHWM
1450
Smith & Howard Wealth Management
Georgia
$297K +$297K +11,110 New
56 57
58
59 60