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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
CAG
1476
Crestwood Advisors Group
Massachusetts
$342K -$50.7K -1,962 -13%
CCM
1477
Chilton Capital Management
Texas
$342K -$37.7K -1,460 -10%
SEC
1478
Seven Eight Capital
New York
$341K +$311K +12,049 +1,775%
NP
1479
NorthRock Partners
Minnesota
$340K +$25.1K +973 +8%
EWM
1480
Evermay Wealth Management
Virginia
$339K
CC
1481
Cadinha & Co
Hawaii
$338K -$23.9K -926 -7%
DLG
1482
Daniel L. Goodwin
$337K
ALA
1483
Atherton Lane Advisers
California
$336K -$13.2K -511 -4%
FCT
1484
Family Capital Trust
Massachusetts
$335K +$322K +12,479 New
VHAM
1485
Van Hulzen Asset Management
California
$334K -$59.8K -2,314 -16%
HIM
1486
Hillsdale Investment Management
Ontario, Canada
$334K -$51.3K -1,986 -14%
LG
1487
Laidlaw Group
New York
$333K -$69.3K -2,682 -18%
WHI
1488
William Harris Investors
Illinois
$333K
BMM
1489
Berkshire Money Management
Massachusetts
$333K +$26 +1 +0%
HIC
1490
Harvey Investment Company
Kentucky
$332K
LCP
1491
Lombardia Capital Partners
California
$331K -$11.7M -451,035 -97%
OFS
1492
Orrstown Financial Services
Pennsylvania
$331K -$302K -11,675 -49%
KIG
1493
Kovitz Investment Group
Illinois
$331K -$41K -1,588 -11%
SFM
1494
Signature Financial Management
Virginia
$330K +$40.9K +1,584 +15%
CRC
1495
Curi RMB Capital
Illinois
$328K +$54.6K +2,113 +21%
PL
1496
Parkwood LLC
Ohio
$327K -$58.8K -2,274 -16%
SFSIG
1497
San Francisco Sentry Investment Group
California
$327K +$13.1K +505 +4%
SC
1498
Stratford Consulting
Texas
$326K -$672 -26 -0.2%
AW
1499
Alpha Windward
Massachusetts
$324K -$4.29K -166 -1%
FDCC
1500
Foster Dykema Cabot & Co
Massachusetts
$324K

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.