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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
ALA
1476
Atherton Lane Advisers
California
$322K -$864 -34 -0.3%
EBSAM
1477
Eubel Brady & Suttman Asset Management
Ohio
$322K +$229 +9 +0.1%
DCM
1478
Dynamic Capital Management
Jersey
$319K +$329K +12,954 New
KFA
1479
Kays Financial Advisory
Georgia
$317K
SRCM
1480
Swift Run Capital Management
Virginia
$317K +$327K +12,865 New
JIP
1481
Jaffetilchin Investment Partners
Florida
$315K +$31.2K +1,229 +11%
VCP
1482
Vista Capital Partners
Oregon
$314K +$55.8K +2,196 +21%
EWM
1483
Evermay Wealth Management
Virginia
$311K -$37.8K -1,489 -11%
DLG
1484
Daniel L. Goodwin
$310K
MWAN
1485
Mariner Wealth Advisors (NYC)
Kansas
$310K +$319K +12,563 New
BCM
1486
BTC Capital Management
Iowa
$307K +$11.8K +464 +4%
BMM
1487
Berkshire Money Management
Massachusetts
$306K -$1.27K -50 -0.4%
HIC
1488
Harvey Investment Company
Kentucky
$306K
WHI
1489
William Harris Investors
Illinois
$306K
CHAM
1490
Clear Harbor Asset Management
Connecticut
$303K -$6.71K -264 -2%
JWM
1491
Jacobus Wealth Management
Wisconsin
$303K
VDBMI
1492
Van Den Berg Management I
Texas
$303K +$74K +2,913 +31%
AW
1493
Alpha Windward
Massachusetts
$302K +$3.48K +137 +1%
SC
1494
Stratford Consulting
Texas
$301K -$14.4K -567 -4%
SCA
1495
Strategic Capital Alternatives
United States
$301K +$310K +12,189 New
MIS
1496
Morningstar Investment Services
Illinois
$299K -$7.25M -285,259 -96%
AWA
1497
Arete Wealth Advisors
Illinois
$298K -$7.5K -295 -2%
FDCC
1498
Foster Dykema Cabot & Co
Massachusetts
$298K
AIP
1499
ARS Investment Partners
New York
$297K +$7.22K +284 +2%
AWP
1500
Ascent Wealth Partners
New York
$294K -$18.9K -742 -6%

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.