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

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$550M
2
Bank of America
2
Bank of America
North Carolina
$953M
3
Capital World Investors
3
Capital World Investors
California
$743M
4
Franklin Resources
4
Franklin Resources
California
$1.13B
5
ETC
5
Evercore Trust Company
New York
$7.29B
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
1501
Cornerstone Management
Georgia
$293K +$293K +11,552 New
JIP
1502
Jaffetilchin Investment Partners
Florida
$293K -$408K -16,073 -58%
EAMA
1503
EFG Asset Management (Americas)
Florida
$293K +$293K +11,560 New
QAM
1504
Quantres Asset Management
Cayman Islands
$292K +$292K +11,519 New
IIA
1505
IPG Investment Advisors
California
$291K +$87.3K +3,442 +43%
FAM
1506
Formidable Asset Management
Ohio
$290K +$13.4K +530 +5%
OAM
1507
Occidental Asset Management
California
$289K – – –
SCP
1508
Seizert Capital Partners
Michigan
$288K – – –
KIG
1509
Kovitz Investment Group
Illinois
$287K -$39.9K -1,571 -12%
NCM
1510
Novare Capital Management
North Carolina
$284K -$22.3K -879 -7%
RPA
1511
Rock Point Advisors
Vermont
$282K +$36.6K +1,443 +15%
LCM
1512
Leisure Capital Management
California
$280K +$280K +11,026 New
HIC
1513
Hartline Investment Corp
Illinois
$279K -$291K -11,466 -51%
SFM
1514
Signature Financial Management
Virginia
$279K -$22.9K -902 -8%
CFA
1515
Cahill Financial Advisors
Minnesota
$279K +$25 +1 +0%
Victory Capital Management
1516
Victory Capital Management
Texas
$279K +$279K +11,022 New
BIM
1517
Bridgecreek Investment Management
Oklahoma
$278K – – –
LA
1518
Lucus Advisors
New York
$277K +$277K +10,911 New
W
1519
Wealthquest
Ohio
$277K +$277K +10,915 New
BCA
1520
Benchmark Capital Advisors
New York
$275K -$9.66K -381 -3%
WP
1521
WMS Partners
Maryland
$272K +$64.5K +2,543 +31%
VST
1522
Van Strum & Towne
California
$271K – – –
SBWIC
1523
Schaper Benz & Wise Investment Counsel
Wisconsin
$268K -$10.1K -398 -4%
LCM
1524
Liberty Capital Management
Michigan
$268K -$4.19K -165 -2%
VCP
1525
Vista Capital Partners
Oregon
$268K +$21.6K +850 +9%
59 60
61
62 63