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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
LCM
1526
Liberty Capital Management
Michigan
$296K
VDBMI
1527
Van Den Berg Management I
Texas
$294K -$34.6K -1,340 -11%
FAM
1528
Formidable Asset Management
Ohio
$293K
W
1529
Wealthquest
Ohio
$293K
DA
1530
DSC Advisors
Illinois
$292K +$281K +10,878 New
CIS
1531
Capital International Sarl
California
$288K +$82.1K +3,177 +42%
CR
1532
Cooperatieve Rabobank
Netherlands
$286K -$71.4K -2,763 -21%
NCM
1533
Noesis Capital Mangement
Florida
$286K -$68.4K -2,648 -20%
VST
1534
Van Strum & Towne
California
$286K
CL
1535
Croft-Leominster
Maryland
$284K
SBWIC
1536
Schaper Benz & Wise Investment Counsel
Wisconsin
$284K
HS
1537
HighVista Strategies
Massachusetts
$284K +$273K +10,580 New
AEPG
1538
American Economic Planning Group
New Jersey
$283K +$7.8K +302 +3%
BWM
1539
Biltmore Wealth Management
Arizona
$282K
JWM
1540
Jacobus Wealth Management
Wisconsin
$281K -$46.7K -1,807 -15%
AC
1541
Alley Company
Illinois
$280K -$12.8K -497 -5%
MPIA
1542
Mountain Pacific Investment Advisers
Idaho
$279K
EAMA
1543
EFG Asset Management (Americas)
Florida
$278K -$23.6K -915 -8%
PCA
1544
Peddock Capital Advisors
Massachusetts
$277K -$171K -6,627 -39%
HI
1545
Hendershot Investments
Virginia
$277K
PC
1546
Peavine Capital
Nevada
$276K
TCM
1547
Traynor Capital Management
Pennsylvania
$276K +$439 +17 +0.2%
SDJVC
1548
St. Denis J. Villere & Co
Louisiana
$274K +$24K +927 +10%
IP
1549
Isthmus Partners
Wisconsin
$273K
EA
1550
Evanston Advisors
Illinois
$272K +$2.15K +83 +0.8%

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.