We are live on ! Find out more

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
DIA
1626
Davidson Investment Advisors
Montana
$194K +$1.71K +66 +0.9%
IMS
1627
Index Management Solutions
Pennsylvania
$179K +$28.2K +1,093 +20%
PTC
1628
Philadelphia Trust Company
Pennsylvania
$179K -$3.87M -149,810 -95%
CF
1629
CenterStar Fund
Illinois
$176K
JAM
1630
JCIC Asset Management
Ontario, Canada
$172K
BWFA
1631
Baltimore-Washington Financial Advisors
Maryland
$171K -$6.36K -246 -4%
SHJ
1632
Sharkey, Howes & Javer
Colorado
$169K -$40.8K -1,580 -20%
GWS
1633
Glassman Wealth Services
Virginia
$168K
SIG
1634
Stanford Investment Group
California
$160K +$103 +4 +0.1%
RFS
1635
Rockefeller Financial Services
New York
$159K -$19.5K -753 -11%
DOA
1636
D'Orazio & Associates
Virginia
$154K +$147K +5,704 New
NYLT
1637
New York Life Trust
New York
$153K -$34.3K -1,329 -19%
JFA
1638
JNBA Financial Advisors
Minnesota
$152K -$22.3K -861 -13%
MJP
1639
Michael J. Puzo
$152K +$37K +1,430 +34%
RAM
1640
Riggs Asset Management
Pennsylvania
$147K -$85.1K -3,293 -38%
RCG
1641
Ruggie Capital Group
Florida
$145K -$4.06K -157 -3%
CAW
1642
Cornerstone Advisors (Washington)
Washington
$141K +$155 +6 +0.1%
BCA
1643
Bray Capital Advisors
Florida
$141K +$136K +5,264 New
LOT
1644
Lombard Odier Transatlantic
Quebec, Canada
$139K
EMA
1645
Efficient Market Advisors
California
$135K
BWA
1646
Burt Wealth Advisors
Maryland
$132K
AWM
1647
Avior Wealth Management
Nebraska
$131K +$16.9K +655 +15%
CGH
1648
Cleary Gull Holdings
Wisconsin
$125K +$120K +4,653 New
NEAM
1649
New England Asset Management
Connecticut
$120K -$240K -9,268 -67%
AA
1650
AlphaMark Advisors
Kentucky
$120K +$6.85K +265 +6%

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.