T icon

AT&T
T

Overview Fund Activity

1,706 hedge funds and large institutions have $93B invested in AT&T in 2014 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 699 increasing their positions, 666 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,706
Holders Change
+104
Holders Change %
+6.49%
% of All Funds
45.53%
Holding in Top 10
107
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-18.32%
% of All Funds
2.86%
New
186
Increased
699
Reduced
666
Closed
63
Calls
$2.36B
Puts
$2.97B
Net Calls
-$603M
Net Calls Change
+$329M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$9.42B
2
State Street
State Street
Massachusetts
$7.84B
3
BFA
BlackRock Fund Advisors
California
$2.44B
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.63B
5
N
Natixis
France
$160M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$550M
2
Bank of America
Bank of America
North Carolina
$953M
3
Capital World Investors
Capital World Investors
California
$743M
4
Franklin Resources
Franklin Resources
California
$1.13B
5
ETC
Evercore Trust Company
New York
$7.29B
Name Holding Trade Value Shares
Change 		Shares
Change %
DLG
1476
Daniel L. Goodwin
$319K +$67.2K +2,648 +27%
W
1477
Wealthfront
California
$318K -$425K -16,756 -57%
AAS
1478
Annex Advisory Services
Wisconsin
$317K +$2.89K +114 +0.9%
BMM
1479
Berkshire Money Management
Massachusetts
$316K +$1.34K +53 +0.4%
WHI
1480
William Harris Investors
Illinois
$315K – – –
HIC
1481
Harvey Investment Company
Kentucky
$314K – – –
AWA
1482
Arete Wealth Advisors
Illinois
$314K +$17.8K +702 +6%
JWM
1483
Jacobus Wealth Management
Wisconsin
$312K – – –
NP
1484
NorthRock Partners
Minnesota
$310K +$310K +12,214 New
SHWM
1485
Smith & Howard Wealth Management
Georgia
$309K +$7.45K +294 +2%
SAMC
1486
Spectrum Asset Management (California)
California
$308K +$308K +12,140 New
AW
1487
Alpha Windward
Massachusetts
$307K +$11K +433 +4%
FDCC
1488
Foster Dykema Cabot & Co
Massachusetts
$306K – – –
BCM
1489
BTC Capital Management
Iowa
$305K -$2.04K -80 -0.7%
VWM
1490
Vector Wealth Management
Minnesota
$304K -$103K -4,070 -25%
MIHAS
1491
Maj Invest Holding A/S
Denmark
$301K -$9.62K -379 -3%
BEAM
1492
Baker Ellis Asset Management
Washington
$301K – – –
CAM
1493
Congress Asset Management
Massachusetts
$301K +$19.8K +778 +7%
WA
1494
Wealth Architects
California
$300K +$300K +11,817 New
AIP
1495
ARS Investment Partners
New York
$298K -$62.3K -2,457 -17%
FAM
1496
Fenimore Asset Management
New York
$298K – – –
ACM
1497
Ashford Capital Management
Delaware
$295K – – –
RHDIC
1498
R.H. Dinel Investment Counsel
California
$295K – – –
JWM
1499
Jackson Wealth Management
Florida
$295K +$295K +11,637 New
SFSIG
1500
San Francisco Sentry Investment Group
California
$294K -$45.3K -1,787 -13%
58 59
60
61 62