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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
WA
1651
Winfield Associates
Ohio
$114K -$42.8K -1,655 -28%
AAM
1652
Autus Asset Management
Arizona
$110K -$108K -4,165 -50%
FMP
1653
Financial Management Professionals
Texas
$107K +$129 +5 +0.1%
BCMIO
1654
Beacon Capital Management Inc (Ohio)
Ohio
$106K
APSP
1655
Asset Planning Services (Pennsylvania)
Pennsylvania
$106K +$102K +3,951 New
BL
1656
Balentine LLC
Georgia
$105K -$68.4K -2,648 -40%
TIM
1657
Tortoise Investment Management
New York
$103K -$1.58K -61 -2%
DMK
1658
David M. Knott
$99.5K
UFA
1659
US Financial Advisors
Massachusetts
$96K +$2.46K +95 +3%
FPFS
1660
First Personal Financial Services
North Carolina
$92K -$8.01K -310 -8%
CFG
1661
CKW Financial Group
Hawaii
$91K -$5.97K -231 -6%
AP
1662
Atwood & Palmer
Missouri
$88K +$827 +32 +1%
MS
1663
Marshall & Sullivan
Washington
$83K
CPIG
1664
Chicago Partners Investment Group
Illinois
$83K +$68.9K +2,666 +638%
BCB
1665
Brian C. Broderick
$82K -$16.9K -655 -18%
CAL
1666
Capital Advisors Ltd
Ohio
$80K +$15.7K +609 +26%
RBC
1667
Roble Belko & Company
Pennsylvania
$79K
CWM
1668
Cranbrook Wealth Management
Michigan
$71K
LWM
1669
Lenox Wealth Management
Ohio
$68K +$2.2K +85 +3%
SAM
1670
Shamrock Asset Management
Texas
$67K -$78.6K -3,043 -55%
KA
1671
Klingman & Associates
New York
$67K +$3.67K +142 +6%
WA
1672
WealthTrust-Arizona
Arizona
$66K +$17.8K +687 +38%
SFG
1673
Sage Financial Group
Pennsylvania
$60K
AIM
1674
Arcadia Investment Management
Michigan
$60K +$58.2K +2,253 New
CG
1675
Colony Group
Massachusetts
$56K -$9.2K -356 -15%

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.