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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
ACM
1626
Americafirst Capital Management
California
$121K +$125K +4,901 New
MJP
1627
Michael J. Puzo
$105K +$108K +4,249 New
AWM
1628
Avior Wealth Management
Nebraska
$104K +$305 +12 +0.3%
AA
1629
AlphaMark Advisors
Kentucky
$104K +$5.03K +198 +5%
FMP
1630
Financial Management Professionals
Texas
$99K +$102 +4 +0.1%
BCMIO
1631
Beacon Capital Management Inc (Ohio)
Ohio
$98K +$2.34K +92 +2%
TRCT
1632
Tower Research Capital (TRC)
New York
$96K -$15.6K -613 -14%
TIM
1633
Tortoise Investment Management
New York
$96K
Victory Capital Management
1634
Victory Capital Management
Texas
$94K -$183K -7,215 -65%
PIA
1635
Piedmont Investment Advisors
North Carolina
$93K
MCM
1636
MV Capital Management
Maryland
$93K -$21.8K -858 -19%
FPFS
1637
First Personal Financial Services
North Carolina
$93K
BCB
1638
Brian C. Broderick
$92K +$16.6K +655 +21%
DMK
1639
David M. Knott
$91.4K
CFG
1640
CKW Financial Group
Hawaii
$90K
UFA
1641
US Financial Advisors
Massachusetts
$86K -$26.5K -1,044 -23%
AP
1642
Atwood & Palmer
Missouri
$80K -$1.68K -66 -2%
MS
1643
Marshall & Sullivan
Washington
$76K
RBC
1644
Roble Belko & Company
Pennsylvania
$72K +$74.7K +2,939 New
LS
1645
Lupo Securities
Illinois
$69K -$131K -5,164 -65%
CWM
1646
Cranbrook Wealth Management
Michigan
$65K -$23.6K -927 -26%
P
1647
Palladiem
Pennsylvania
$63K -$67.1K -2,641 -51%
TCM
1648
TD Capital Management
Tennessee
$63K -$36.3K -1,427 -36%
CG
1649
Colony Group
Massachusetts
$60K -$9.38K -369 -13%
LWM
1650
Lenox Wealth Management
Ohio
$60K +$5.06K +199 +9%

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.