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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
CFA
1551
Cahill Financial Advisors
Minnesota
$271K -$17.1K -661 -6%
JRP
1552
Jasper Ridge Partners
California
$271K
KS
1553
Karpas Strategies
Connecticut
$271K
EDRE
1554
Edmond de Rothschild (Europe)
Luxembourg
$271K +$261K +10,110 New
CPS
1555
Counsel Portfolio Services
Ontario, Canada
$270K
DSI
1556
Daiwa SB Investments
Japan
$269K -$6.4M -247,716 -96%
VCM
1557
Vigilant Capital Management
Maine
$267K -$41.7K -1,612 -14%
IFS
1558
Ifrah Financial Services
Arkansas
$263K -$17.1K -662 -6%
LFG
1559
LifePlan Financial Group
Ohio
$262K +$253K +9,771 New
GC
1560
Garde Capital
Washington
$261K -$95.8K -3,707 -28%
CAM
1561
Congress Asset Management
Massachusetts
$261K +$3.75K +145 +2%
SIG
1562
Schaller Investment Group
North Carolina
$256K
FAM
1563
Fenimore Asset Management
New York
$255K
FAB
1564
First American Bank
Illinois
$255K +$10.7K +415 +5%
TCM
1565
TD Capital Management
Tennessee
$255K +$179K +6,931 +271%
IAA
1566
Ironsides Asset Advisors
North Carolina
$254K -$32.6K -1,260 -12%
Flossbach Von Storch
1567
Flossbach Von Storch
Germany
$254K
HK
1568
Horizon Kinetics
New York
$254K +$27.1K +1,050 +12%
WPW
1569
Waldron Private Wealth
Pennsylvania
$253K +$244K +9,432 New
BCM
1570
Boyle Capital Management
Iowa
$252K -$43.3K -1,677 -15%
B
1571
Bailard
California
$252K -$18.6K -721 -7%
VFA
1572
Virtus Fund Advisers
Connecticut
$250K
SS
1573
Simplicity Solutions
Minnesota
$244K +$235K +9,109 New
TFF
1574
The Family Firm
Maryland
$243K -$9.66K -374 -4%
HCM
1575
Hilton Capital Management
New York
$243K

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.