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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
CFA
1526
Cahill Financial Advisors
Minnesota
$265K -$6.05K -238 -2%
VST
1527
Van Strum & Towne
California
$263K
CC
1528
Cognios Capital
Kansas
$261K -$123K -4,844 -31%
SBWIC
1529
Schaper Benz & Wise Investment Counsel
Wisconsin
$261K
CL
1530
Croft-Leominster
Maryland
$261K +$58.9K +2,317 +28%
MAA
1531
Mraz Amerine & Associates
California
$260K -$56.5K -2,224 -17%
BWM
1532
Biltmore Wealth Management
Arizona
$259K
IFS
1533
Ifrah Financial Services
Arkansas
$258K -$386K -15,174 -59%
MPIA
1534
Mountain Pacific Investment Advisers
Idaho
$257K
BSWMG
1535
Barrington Strategic Wealth Management Group
Illinois
$257K +$36.8K +1,446 +16%
PC
1536
Peavine Capital
Nevada
$254K
HI
1537
Hendershot Investments
Virginia
$254K +$10.1K +397 +4%
AEPG
1538
American Economic Planning Group
New Jersey
$253K +$1.5K +59 +0.6%
TCM
1539
Traynor Capital Management
Pennsylvania
$253K +$2.57K +101 +1%
VAM
1540
Visium Asset Management
New York
$251K -$74K -2,913 -22%
IP
1541
Isthmus Partners
Wisconsin
$251K +$33.2K +1,305 +15%
KS
1542
Karpas Strategies
Connecticut
$250K
CRC
1543
Curi RMB Capital
Illinois
$250K +$27.4K +1,077 +12%
B
1544
Bailard
California
$249K -$67.3K -2,648 -21%
JRP
1545
Jasper Ridge Partners
California
$249K
RIM
1546
Reliant Investment Management
Tennessee
$248K -$5.44K -214 -2%
EA
1547
Evanston Advisors
Illinois
$248K +$6.38K +251 +3%
CPS
1548
Counsel Portfolio Services
Ontario, Canada
$248K +$256K +10,062 New
VAS
1549
Valicenti Advisory Services
New York
$245K +$253K +9,946 New
FM
1550
Family Management
New York
$244K

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.