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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
CAL
1651
Capital Advisors Ltd
Ohio
$58K
KA
1652
Klingman & Associates
New York
$58K +$19.2K +756 +47%
SFG
1653
Sage Financial Group
Pennsylvania
$56K
CAM
1654
CMT Asset Management
Illinois
$54K -$213K -8,379 -79%
TFO
1655
Tarbox Family Office
California
$51K
DW
1656
Domani Wealth
Pennsylvania
$50.7K +$55.7K +2,190 New
BCI
1657
Brinker Capital Investments
Pennsylvania
$49K +$50.4K +1,981 New
WA
1658
WealthTrust-Arizona
Arizona
$44K
CCS
1659
Crosspoint Capital Strategies
California
$42K -$476K -18,723 -92%
SSG
1660
Summit Securities Group
New York
$40K +$40K +1,572 +3,493%
TDC
1661
Thompson Davis & Co
Virginia
$39K -$40.4K -1,591 -50%
CCA
1662
Catalyst Capital Advisors
New York
$36K -$12.5M -489,880 -100%
FWC
1663
First Washington Corp
Washington
$36K
RPG
1664
Risk Paradigm Group
Texas
$34K +$35.1K +1,380 New
SFU
1665
Stonehage Fleming (UK)
United Kingdom
$33K -$50.5K -1,986 -60%
IWC
1666
Integrated Wealth Counsel
California
$33K
CCMW
1667
Cypress Capital Management (Wyoming)
Wyoming
$32.6K -$10.9K -429 -24%
TWMP
1668
Taylor Wealth Management Partners
Massachusetts
$30K +$30.6K +1,204 New
AIC
1669
Ayalon Insurance Company
Israel
$27K +$27.9K +1,099 New
LOCC
1670
Lombard Odier & Cie (Canada)
Quebec, Canada
$26K
NHFG
1671
New Harbor Financial Group
Massachusetts
$24K
LWA
1672
Lenox Wealth Advisors
New York
$22K
RWML
1673
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$21.9K
CP
1674
Corbenic Partners
Pennsylvania
$20K
RI
1675
Redwood Investments
Massachusetts
$19K

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.