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AT&T
T

Overview Fund Activity

1,706 hedge funds and large institutions have $93B invested in AT&T in 2014 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 699 increasing their positions, 666 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,706
Holders Change
+104
Holders Change %
+6.49%
% of All Funds
45.53%
Holding in Top 10
107
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-18.32%
% of All Funds
2.86%
New
186
Increased
699
Reduced
666
Closed
63
Calls
$2.36B
Puts
$2.97B
Net Calls
-$603M
Net Calls Change
+$329M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.42B
2
State Street
2
State Street
Massachusetts
$7.84B
3
BFA
3
BlackRock Fund Advisors
California
$2.44B
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.63B
5
N
5
Natixis
France
$160M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$550M
2
Bank of America
2
Bank of America
North Carolina
$953M
3
Capital World Investors
3
Capital World Investors
California
$743M
4
Franklin Resources
4
Franklin Resources
California
$1.13B
5
ETC
5
Evercore Trust Company
New York
$7.29B
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
1601
Alpha Capital Management
Texas
$208K +$208K +8,196 New
MFW
1602
Meristem Family Wealth
Minnesota
$207K – – –
Aristotle Capital Management
1603
Aristotle Capital Management
California
$207K – – –
CM
1604
Capital Management
Virginia
$207K +$5.87K +232 +3%
AIC
1605
Atlantic Investment Company
Georgia
$207K +$207K +8,170 New
AAM
1606
Autus Asset Management
Arizona
$206K +$8.39K +331 +4%
HW
1607
Hedeker Wealth
Illinois
$205K +$205K +8,091 New
MWM
1608
Merriman Wealth Management
Washington
$202K -$7.73K -309 -4%
LS
1609
Lupo Securities
Illinois
$202K +$202K +7,944 New
HCP
1610
Holt Capital Partners
Texas
$201K -$5.53K -218 -3%
CIS
1611
Capital International Sarl
California
$191K -$486K -19,198 -72%
KLWA
1612
Kelly Lawrence W & Associates
California
$185K +$185K +7,308 New
JFA
1613
JNBA Financial Advisors
Minnesota
$183K -$1.53K -60 -0.8%
IMS
1614
Index Management Solutions
Pennsylvania
$177K -$516K -20,344 -74%
BWFA
1615
Baltimore-Washington Financial Advisors
Maryland
$171K +$17.8K +702 +12%
DIA
1616
Davidson Investment Advisors
Montana
$165K -$173K -6,882 -51%
JAM
1617
JCIC Asset Management
Ontario, Canada
$163K – – –
SAM
1618
Shamrock Asset Management
Texas
$159K -$963K -37,843 -86%
GWS
1619
Glassman Wealth Services
Virginia
$159K +$159K +6,260 New
SIG
1620
Stanford Investment Group
California
$158K +$158K +6,240 New
RFS
1621
Rockefeller Financial Services
New York
$155K – – –
WA
1622
Winfield Associates
Ohio
$150K – – –
SC
1623
SRB Corp
Massachusetts
$144K +$7.45K +293 +5%
CAW
1624
Cornerstone Advisors (Washington)
Washington
$133K +$6.6K +261 +5%
BWA
1625
Burt Wealth Advisors
Maryland
$133K +$133K +5,252 New
63 64
65
66 67