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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
FGA
1576
Flood Gamble Associates
New York
$216K
SGA
1577
Strategic Global Advisors
California
$216K
MWM
1578
Merriman Wealth Management
Washington
$216K +$17.5K +690 +9%
SCA
1579
Stillwater Capital Advisors
Pennsylvania
$215K +$222K +8,719 New
Manulife (Manufacturers Life Insurance)
1580
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$214K +$5.02M +197,373 +2%
BFG
1581
Bouchey Financial Group
New York
$212K +$219K +8,603 New
PH
1582
Pinnacle Holdings
Oklahoma
$210K -$563K -22,148 -72%
HWA
1583
Heritage Wealth Advisors
Virginia
$210K +$216K +8,493 New
SAS
1584
Spectrum Advisory Services
Georgia
$209K
PFM
1585
PacWest Financial Management
Arizona
$209K +$7.8K +307 +4%
LFA
1586
Landmark Financial Advisors
Kentucky
$208K -$44.7K -1,757 -17%
ACM
1587
Alpha Capital Management
Texas
$208K
JWM
1588
Jackson Wealth Management
Florida
$207K -$82.9K -3,260 -28%
HK
1589
Horizon Kinetics
New York
$207K -$21.8K -858 -9%
CL
1590
CIM LLC
New York
$207K
CAS
1591
Cue Advisory Services
Arizona
$207K +$51 +2 +0%
NCMG
1592
NCM Capital Management Group
North Carolina
$205K
AAM
1593
Autus Asset Management
Arizona
$204K +$3.02K +119 +1%
CHP
1594
Cable Hill Partners
Oregon
$204K +$129K +5,089 +163%
CISOA
1595
Capital Investment Services of America
Wisconsin
$203K
TIC
1596
Trees Investment Counsel
Illinois
$203K
BHB
1597
Bank Hapoalim BM
Israel
$202K -$11.9K -470 -5%
MFW
1598
Meristem Family Wealth
Minnesota
$202K
OCM
1599
Oakwood Capital Management
California
$201K -$33.7K -1,324 -14%
ECM
1600
Evergreen Capital Management
Washington
$201K -$25.5K -1,003 -11%

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.