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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
EGM
1501
Engineers Gate Manager
New York
$323K -$1.11M -42,788 -78%
MIS
1502
Morningstar Investment Services
Illinois
$322K -$3.41K -132 -1%
AWA
1503
Arete Wealth Advisors
Illinois
$321K -$2.74K -106 -0.9%
VCP
1504
Vista Capital Partners
Oregon
$320K -$21K -813 -6%
AWP
1505
Ascent Wealth Partners
New York
$320K
BCM
1506
BTC Capital Management
Iowa
$318K -$17K -656 -5%
MIHAS
1507
Maj Invest Holding A/S
Denmark
$318K -$26 -1 -0%
AIP
1508
ARS Investment Partners
New York
$315K -$7.34K -284 -2%
IIA
1509
IPG Investment Advisors
California
$313K +$73.6K +2,847 +32%
ACM
1510
Ashford Capital Management
Delaware
$312K
CWP
1511
Capital Wealth Planning
Florida
$311K -$847K -32,767 -74%
VAS
1512
Valicenti Advisory Services
New York
$311K +$42.1K +1,628 +16%
ECM
1513
EagleClaw Capital Management
Massachusetts
$311K +$51.3K +1,986 +21%
HCM
1514
Highlander Capital Management
New Jersey
$306K -$47K -1,818 -14%
BEAM
1515
Baker Ellis Asset Management
Washington
$306K -$6.85K -265 -2%
FC
1516
Fairpointe Capital
Illinois
$306K
OAM
1517
Occidental Asset Management
California
$306K
SAMC
1518
Spectrum Asset Management (California)
California
$304K -$10.4K -404 -3%
GAM
1519
Gould Asset Management
California
$303K +$291K +11,278 New
CNAM
1520
Campbell Newman Asset Management
Wisconsin
$302K -$6.2M -239,857 -96%
SCA
1521
Strategic Capital Alternatives
United States
$302K -$1.99K -77 -0.6%
RPA
1522
Rock Point Advisors
Vermont
$301K +$2.79K +108 +1%
RC
1523
RBO & Co
California
$300K +$289K +11,167 New
UOC
1524
UBS O'Connor
Illinois
$300K +$289K +11,175 New
VNA
1525
VNBTrust National Association
Virginia
$298K -$17.1K -662 -6%

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.