We are live on ! Find out more

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
MIHAS
1501
Maj Invest Holding A/S
Denmark
$293K
WA
1502
Wealth Architects
California
$293K +$1.7K +67 +0.6%
VNA
1503
VNBTrust National Association
Virginia
$291K -$52.1K -2,049 -15%
SAMC
1504
Spectrum Asset Management (California)
California
$290K -$10.1K -397 -3%
NP
1505
NorthRock Partners
Minnesota
$289K -$12.8K -503 -4%
BEAM
1506
Baker Ellis Asset Management
Washington
$288K -$5.03K -198 -2%
SFSIG
1507
San Francisco Sentry Investment Group
California
$288K +$2.72K +107 +0.9%
ACM
1508
Ashford Capital Management
Delaware
$286K
RHDIC
1509
R.H. Dinel Investment Counsel
California
$286K
EAMA
1510
EFG Asset Management (Americas)
Florida
$285K
VCM
1511
Vigilant Capital Management
Maine
$285K +$78.5K +3,088 +36%
OAM
1512
Occidental Asset Management
California
$281K
FC
1513
Fairpointe Capital
Illinois
$281K +$290K +11,394 New
AWM
1514
Affinity Wealth Management
Delaware
$280K +$79K +3,107 +38%
FAM
1515
Formidable Asset Management
Ohio
$278K -$12.8K -505 -4%
RPA
1516
Rock Point Advisors
Vermont
$274K
BWM
1517
Baystate Wealth Management
Massachusetts
$274K +$63.6K +2,504 +29%
BCM
1518
Boyle Capital Management
Iowa
$273K +$22.2K +873 +9%
LCM
1519
Liberty Capital Management
Michigan
$272K +$11.8K +463 +4%
AC
1520
Alley Company
Illinois
$270K -$59.6K -2,343 -18%
LA
1521
Lucus Advisors
New York
$269K
W
1522
Wealthquest
Ohio
$269K
SFM
1523
Signature Financial Management
Virginia
$267K -$5.08K -200 -2%
SAM
1524
Strategy Asset Managers
California
$266K +$34.3K +1,350 +14%
IAA
1525
Ironsides Asset Advisors
North Carolina
$265K -$57.7K -2,271 -17%

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.