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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.

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
UBS Group
1
UBS Group
Switzerland
$492M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.42B
3
State Street
3
State Street
Massachusetts
$7.84B
4
BFA
4
BlackRock Fund Advisors
California
$2.44B
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$1.63B

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 Market Value Shares Shares
Change 		Shares
Change %
BCB
1651
Brian C. Broderick
$77K 2,318 -3,749 -62%
CG
1652
Colony Group
Massachusetts
$72K 2,131 -787 -27%
WIL
1653
Winifred I. Li
$70K 2,085 -510 -20%
CAL
1654
Capital Advisors Ltd
Ohio
$60K 1,790 -5,996 -77%
LOT
1655
Lombard Odier Transatlantic
Quebec, Canada
$60K 1,800 +1,800 New
SFG
1656
Sage Financial Group
Pennsylvania
$57K 1,700 – –
LWM
1657
Lenox Wealth Management
Ohio
$56K 1,689 – –
HIM
1658
Hutchens Investment Management
New Hampshire
$55K 1,625 +1,625 New
MFS
1659
McNamara Financial Services
Massachusetts
$55K 1,625 +1,625 New
YL
1660
YCG LLC
Texas
$53K 1,579 +1,579 New
TFO
1661
Tarbox Family Office
California
$52K 1,560 -103 -6%
PWM
1662
ParenteBeard Wealth Management
Pennsylvania
$50.9K 1,710 -49,677 -97%
MUMSS
1663
Mitsubishi UFJ Morgan Stanley Securities
Japan
$50K 1,480 +1,370 +1,245%
VSWA
1664
Vontobel Swiss Wealth Advisors
Switzerland
$49K 1,445 +1,445 New
WA
1665
WealthTrust-Arizona
Arizona
$45K 1,352 – –
CCMW
1666
Cypress Capital Management (Wyoming)
Wyoming
$44.5K 1,324 +1,324 New
KA
1667
Klingman & Associates
New York
$40K 1,217 +1,217 New
BRWA
1668
B. Riley Wealth Advisors
Florida
$39.1K 220,227 +99,675 +83%
FWC
1669
First Washington Corp
Washington
$37K 1,100 – –
IWC
1670
Integrated Wealth Counsel
California
$34K 1,000 – –
WCM
1671
Wealthcare Capital Management
Virginia
$33K 968 +14 +1%
SFFS
1672
Stonehage Fleming Financial Services
Jersey
$32K 940 +940 New
MIM
1673
Macroview Investment Management
Maryland
$30K 879 +879 New
LOCC
1674
Lombard Odier & Cie (Canada)
Quebec, Canada
$27K 800 -1,800 -69%
SIA
1675
SeaBridge Investment Advisors
New Jersey
$27K 806 -144 -15%
65 66
67
68 69