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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
RCG
1601
Ruane, Cunniff & Goldfarb
New York
$216K +$208K +8,055 New
JMFC
1602
J.M. Forbes & Co
Massachusetts
$216K +$208K +8,057 New
MWM
1603
Merriman Wealth Management
Washington
$215K -$16.4K -634 -7%
HCMNY
1604
Howard Capital Management (New York)
New York
$214K +$206K +7,972 New
EDRS
1605
Edmond de Rothschild (Suisse)
Switzerland
$213K +$205K +7,944 New
CWM
1606
Cabot Wealth Management
Massachusetts
$212K +$204K +7,911 New
RIG
1607
Renaissance Investment Group
Massachusetts
$211K -$46.6K -1,803 -19%
HIC
1608
Hartline Investment Corp
Illinois
$210K +$202K +7,826 New
SCM
1609
Seamans Capital Management
Massachusetts
$210K
BFG
1610
Bouchey Financial Group
New York
$209K -$21K -813 -9%
PFM
1611
PacWest Financial Management
Arizona
$209K
EGA
1612
E&G Advisors
Texas
$209K +$201K +7,777 New
GWM
1613
Greenwich Wealth Management
Connecticut
$207K +$200K +7,732 New
AI
1614
Accredited Investors
Minnesota
$207K +$209K +8,078 New
OWP
1615
Obermeyer Wealth Partners
Colorado
$206K +$198K +7,675 New
QCMC
1616
Quantum Capital Management (California)
California
$205K +$197K +7,624 New
MCM
1617
Martin Capital Management
Indiana
$204K +$197K +7,613 New
TCM
1618
Tradewinds Capital Management
Washington
$203K -$11.6K -449 -6%
RIM
1619
Reliant Investment Management
Tennessee
$202K -$65.1K -2,520 -25%
HCP
1620
Holt Capital Partners
Texas
$202K
PAG
1621
Pinnacle Advisory Group
Maryland
$201K -$253K -9,797 -57%
AF
1622
Affiance Financial
Minnesota
$201K +$193K +7,481 New
AWM
1623
Altavista Wealth Management
North Carolina
$201K +$194K +7,499 New
MIM
1624
Montgomery Investment Management
Maryland
$201K +$194K +7,502 New
CHP
1625
Cable Hill Partners
Oregon
$196K -$24.2K -937 -11%

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.