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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
WA
1426
Waverly Advisors
Alabama
$367K +$31.6K +1,242 +9%
VHAM
1427
Van Hulzen Asset Management
California
$364K -$9.13K -359 -2%
CAG
1428
Crestwood Advisors Group
Massachusetts
$363K -$26.3K -1,033 -7%
AHB
1429
Abner Herrman & Brock
New Jersey
$363K +$11.8K +463 +3%
AAM
1430
Aureus Asset Management
Massachusetts
$362K +$112K +4,391 +43%
VFP
1431
Verus Financial Partners
Virginia
$361K +$7.52K +296 +2%
LWM
1432
Lyons Wealth Management
Florida
$361K +$373K +14,670 New
HF
1433
Hoxton Financial
West Virginia
$360K +$38.7K +1,522 +12%
ZCA
1434
Zeke Capital Advisors
Pennsylvania
$358K -$7.47K -294 -2%
PL
1435
Parkwood LLC
Ohio
$357K +$368K +14,471 New
HIM
1436
Hillsdale Investment Management
Ontario, Canada
$356K +$111K +4,370 +43%
ANBT
1437
American National Bank & Trust
Texas
$353K -$11.8K -463 -3%
CIP
1438
Cornerstone Investment Partners
Georgia
$351K
CCM
1439
Chilton Capital Management
Texas
$351K +$25.6K +1,006 +8%
WP
1440
WMS Partners
Maryland
$351K +$89K +3,501 +33%
WCM
1441
Wealthcare Capital Management
Virginia
$350K +$328K +12,922 +1,008%
BWP
1442
Baldwin Wealth Partners
Massachusetts
$348K -$78.8K -3,101 -18%
KFA
1443
Kelleher Financial Advisors
New York
$347K +$6.66K +262 +2%
KL
1444
Kinsight LLC
Alabama
$346K
RPGK
1445
Retirement Planning Group (Kansas)
Kansas
$346K +$25.4K +1,000 +8%
SL
1446
Summitry LLC
California
$344K
KIG
1447
Kovitz Investment Group
Illinois
$344K +$67.1K +2,640 +23%
RCWMU
1448
Rothschild & Co Wealth Management (UK)
United Kingdom
$343K
VWM
1449
Vector Wealth Management
Minnesota
$342K +$48K +1,889 +16%
TA
1450
TBP Advisors
New York
$339K -$34.6K -1,361 -9%

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.