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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
NEAM
1451
New England Asset Management
Connecticut
$339K +$349K +13,744 New
AIM
1452
Aspen Investment Management
Michigan
$338K -$5.06K -199 -1%
BIM
1453
Bridgecreek Investment Management
Oklahoma
$338K +$69.5K +2,736 +25%
LCOV
1454
London Company of Virginia
Virginia
$338K +$348K +13,701 New
MCM
1455
McMillion Capital Management
North Carolina
$337K +$13.4K +529 +4%
QSS
1456
Quantitative Systematic Strategies
Florida
$337K +$343K +13,514 New
QAM
1457
Quantres Asset Management
Cayman Islands
$336K +$53.8K +2,118 +18%
CCM
1458
Coldstream Capital Management
Washington
$335K -$21.8K -856 -6%
LA
1459
Lau Associates
Delaware
$333K -$24.4K -960 -7%
CC
1460
Cadinha & Co
Hawaii
$333K
USGIU
1461
U.S. Global Investors (USGI)
Texas
$333K
CCM
1462
Condor Capital Management
New Jersey
$333K +$82.2K +3,233 +31%
GC
1463
Garde Capital
Washington
$332K +$342K +13,452 New
HC
1464
Hendley & Co
Ohio
$331K
CR
1465
Cooperatieve Rabobank
Netherlands
$331K +$341K +13,425 New
NCM
1466
Noesis Capital Mangement
Florida
$329K +$3.35K +132 +1%
SGS
1467
Sterling Global Strategies
California
$329K +$17.6K +692 +5%
CS
1468
Comerica Securities
Michigan
$329K +$340K +13,359 New
ICM
1469
IMS Capital Management
Oregon
$327K -$378K -14,881 -53%
CIC
1470
Canal Insurance Company
South Carolina
$327K
HCM
1471
Highlander Capital Management
New Jersey
$326K -$6.74K -265 -2%
AAS
1472
Annex Advisory Services
Wisconsin
$325K +$17.1K +674 +5%
RDM
1473
Retirement Design & Management
Connecticut
$324K -$28.6K -1,125 -8%
MG
1474
MDE Group
New Jersey
$323K -$12K -472 -3%
JGUA
1475
John G. Ullman & Associates
New York
$323K -$4.63K -182 -1%

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.