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AT&T
T

Overview Fund Activity

1,913 hedge funds and large institutions have $135B invested in AT&T in 2016 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 835 increasing their positions, 811 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,913
Holders Change
-18
Holders Change %
-0.93%
% of All Funds
51.12%
Holding in Top 10
281
Holding in Top 10 Change
-114
Holding in Top 10 Change %
-28.86%
% of All Funds
7.51%
New
75
Increased
835
Reduced
811
Closed
77
Calls
$2.72B
Puts
$3.39B
Net Calls
-$668M
Net Calls Change
-$1.1B

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$656M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$403M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$242M
4
State Street
State Street
Massachusetts
+$195M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$168M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$741M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$438M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$412M
4
TCP
Tourbillon Capital Partners
New York
-$300M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIAS
1576
Beacon Investment Advisory Services
New Jersey
$529K +$14.5K +471 +3%
AIM
1577
Aspen Investment Management
Michigan
$524K – – –
OAM
1578
Occidental Asset Management
California
$524K +$101K +3,294 +24%
MBT
1579
Montecito Bank & Trust
California
$523K -$34.8K -1,132 -6%
RIM
1580
Reliant Investment Management
Tennessee
$522K +$261K +8,238 +100%
AI
1581
Accredited Investors
Minnesota
$520K -$99.4K -3,244 -16%
SWA
1582
Sutton Wealth Advisors
Florida
$518K +$92 +3 +0%
GWS
1583
Glassman Wealth Services
Virginia
$517K -$130K -4,241 -20%
GAM
1584
Gemmer Asset Management
California
$517K +$29.6K +966 +6%
AWA
1585
Arete Wealth Advisors
Illinois
$515K +$104K +3,392 +25%
BIM
1586
Baldwin Investment Management
Pennsylvania
$513K – – –
MWM
1587
Merriman Wealth Management
Washington
$505K +$87K +2,836 +21%
VCM
1588
Vision Capital Management
Oregon
$503K -$494K -16,098 -50%
EDRIA
1589
Edmonds Duncan Registered Investment Advisors
Kansas
$493K – – –
KFA
1590
Kelleher Financial Advisors
New York
$493K +$6.1K +199 +1%
TCB
1591
Texas Capital Bancshares
Texas
$491K -$5.74K -187 -1%
JRP
1592
Jasper Ridge Partners
California
$491K – – –
BFC
1593
Blue Fin Capital
Rhode Island
$490K -$4.6K -150 -0.9%
BWM
1594
Baystate Wealth Management
Massachusetts
$489K -$164K -5,361 -25%
PIM
1595
Profit Investment Management
Maryland
$489K -$38.9K -1,269 -7%
SGA
1596
Strategic Global Advisors
California
$489K – – –
ANBT
1597
American National Bank & Trust
Texas
$486K +$33.5K +1,092 +7%
WA
1598
Wealth Architects
California
$484K +$14.8K +482 +3%
CL
1599
CSS LLC
Illinois
$482K -$1.13M -36,775 -70%
MM
1600
Meridian Management
Arkansas
$482K -$17.3K -564 -3%
62 63
64
65 66