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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
Aristotle Capital Management
1601
Aristotle Capital Management
California
$201K
AIC
1602
Atlantic Investment Company
Georgia
$201K
TCM
1603
Tradewinds Capital Management
Washington
$197K -$11K -434 -5%
SHJ
1604
Sharkey, Howes & Javer
Colorado
$194K +$200K +7,861 New
SCM
1605
Seamans Capital Management
Massachusetts
$193K +$74K +2,913 +59%
HCP
1606
Holt Capital Partners
Texas
$186K -$10.1K -397 -5%
CIS
1607
Capital International Sarl
California
$186K
DIA
1608
Davidson Investment Advisors
Montana
$177K +$16.8K +662 +10%
NYLT
1609
New York Life Trust
New York
$174K -$69.3K -2,728 -28%
RFS
1610
Rockefeller Financial Services
New York
$166K +$14.7K +579 +9%
BWFA
1611
Baltimore-Washington Financial Advisors
Maryland
$164K -$2.67K -105 -2%
BL
1612
Balentine LLC
Georgia
$162K +$167K +6,574 New
JFA
1613
JNBA Financial Advisors
Minnesota
$161K -$16.8K -662 -9%
PCM
1614
Prelude Capital Management
New York
$160K +$150K +5,919 +1,040%
JAM
1615
JCIC Asset Management
Ontario, Canada
$158K
GWS
1616
Glassman Wealth Services
Virginia
$154K
SIG
1617
Stanford Investment Group
California
$147K -$6.66K -262 -4%
WA
1618
Winfield Associates
Ohio
$145K
IMS
1619
Index Management Solutions
Pennsylvania
$138K -$35.7K -1,404 -20%
SAM
1620
Shamrock Asset Management
Texas
$137K -$18.6K -733 -12%
RCG
1621
Ruggie Capital Group
Florida
$137K +$120K +4,724 +566%
CAW
1622
Cornerstone Advisors (Washington)
Washington
$130K
LOT
1623
Lombard Odier Transatlantic
Quebec, Canada
$127K +$70.7K +2,781 +117%
EMA
1624
Efficient Market Advisors
California
$124K
BWA
1625
Burt Wealth Advisors
Maryland
$122K -$8.01K -315 -6%

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.