T icon

AT&T
T

Overview Fund Activity

1,621 hedge funds and large institutions have $97.8B invested in AT&T in 2014 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 734 increasing their positions, 652 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,621
Holders Change
+5
Holders Change %
+0.31%
% of All Funds
46.62%
Holding in Top 10
119
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-11.19%
% of All Funds
3.42%
New
75
Increased
734
Reduced
652
Closed
62
Calls
$1.54B
Puts
$2.28B
Net Calls
-$740M
Net Calls Change
-$910M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$1.16B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$233M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$167M
4
AL
AJO LP
Pennsylvania
+$148M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$141M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$286M
2
American Century Companies
American Century Companies
Missouri
-$243M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$219M
4
Capital World Investors
Capital World Investors
California
-$152M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1501
Affinity Wealth Management
Delaware
$247K +$247K +9,253 New
NIM
1502
NuWave Investment Management
New Jersey
$247K +$247K +9,253 New
CRC
1503
Curi RMB Capital
Illinois
$246K -$98.9K -3,690 -29%
WIL
1504
Winifred I. Li
$246K -$9.79K -367 -4%
LG
1505
Laidlaw Group
New York
$245K -$20.9K -781 -8%
PHAM
1506
Palisades Hudson Asset Management
Florida
$244K -$4.77K -179 -2%
Verition Fund Management
1507
Verition Fund Management
Connecticut
$242K -$55K -2,057 -19%
HCM
1508
Hilton Capital Management
New York
$242K – – –
NFC
1509
Northeast Financial Consultants
Connecticut
$242K +$24.7K +927 +11%
RAM
1510
Riggs Asset Management
Pennsylvania
$242K +$242K +9,047 New
VST
1511
Van Strum & Towne
California
$241K – – –
EA
1512
Elm Advisors
California
$240K -$10.1K -378 -4%
MBE
1513
Michael B. Elefante
$240K -$4.24K -159 -2%
PA
1514
Planning Alternatives
Michigan
$239K +$239K +8,965 New
NA
1515
Nottingham Advisors
New York
$237K -$9.18K -344 -4%
VCM
1516
Vigilant Capital Management
Maine
$236K -$54.3K -2,031 -19%
HK
1517
Horizon Kinetics
New York
$235K +$1.63K +61 +0.7%
TAM
1518
Trillium Asset Management
Massachusetts
$235K +$235K +8,781 New
TC
1519
Telemus Capital
Michigan
$232K -$33.9K -1,266 -13%
SAS
1520
Spectrum Advisory Services
Georgia
$232K -$24.7K -924 -10%
BFG
1521
Bouchey Financial Group
New York
$232K +$133 +5 +0.1%
SAM
1522
Strategy Asset Managers
California
$231K +$3.37K +126 +1%
WP
1523
WMS Partners
Maryland
$231K +$4.58K +172 +2%
BOS
1524
Bingham Osborn & Scarborough
California
$231K +$231K +8,666 New
CCM
1525
CWH Capital Management
Washington
$228K -$25.6K -960 -10%
59 60
61
62 63