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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
AAM
1451
Aureus Asset Management
Massachusetts
$374K -$18.5K -715 -5%
BWP
1452
Baldwin Wealth Partners
Massachusetts
$374K -$4.29K -166 -1%
RCWMU
1453
Rothschild & Co Wealth Management (UK)
United Kingdom
$373K
PAM
1454
Peak Asset Management
Colorado
$373K +$359K +13,891 New
VWM
1455
Vector Wealth Management
Minnesota
$372K +$413 +16 +0.1%
RPGK
1456
Retirement Planning Group (Kansas)
Kansas
$368K -$7.7K -298 -2%
MCM
1457
McMillion Capital Management
North Carolina
$367K
AIM
1458
Aspen Investment Management
Michigan
$364K -$3.41K -132 -1%
USGIU
1459
U.S. Global Investors (USGI)
Texas
$363K
LA
1460
Lau Associates
Delaware
$362K
SC
1461
Saturna Capital
Washington
$361K -$55.2K -2,136 -14%
HC
1462
Hendley & Co
Ohio
$360K
KFA
1463
Kelleher Financial Advisors
New York
$356K -$20.4K -790 -6%
CIC
1464
Canal Insurance Company
South Carolina
$355K
JGUA
1465
John G. Ullman & Associates
New York
$354K +$1.58K +61 +0.5%
CCM
1466
Condor Capital Management
New Jersey
$353K -$9.04K -350 -3%
RDM
1467
Retirement Design & Management
Connecticut
$352K
PIM
1468
Profit Investment Management
Maryland
$351K -$260K -10,056 -43%
AP
1469
AHL Partners
United Kingdom
$350K -$116K -4,472 -26%
EBSAM
1470
Eubel Brady & Suttman Asset Management
Ohio
$350K
CIP
1471
Cornerstone Investment Partners
Georgia
$348K -$33.4K -1,291 -9%
Fuller & Thaler Asset Management
1472
Fuller & Thaler Asset Management
California
$346K -$696K -26,944 -68%
JIP
1473
Jaffetilchin Investment Partners
Florida
$346K +$2.77K +107 +0.8%
SRCM
1474
Swift Run Capital Management
Virginia
$345K
TCMG
1475
TSP Capital Management Group
New Jersey
$343K +$330K +12,777 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.