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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
TFO
1676
Tarbox Family Office
California
$55K
SSG
1677
Summit Securities Group
New York
$50K +$6.13K +237 +15%
WCM
1678
Wealthcare Capital Management
Virginia
$48K -$320K -12,401 -87%
RPG
1679
Risk Paradigm Group
Texas
$40.7K +$3.54K +137 +10%
N
1680
Nuveen
North Carolina
$39.8K +$19.9M +771,031 +108%
OAJ
1681
Ogorek Anthony Joseph
New York
$39K +$37.8K +1,462 New
AFIA
1682
America First Investment Advisors
Nebraska
$38K -$393K -15,222 -91%
Group One Trading
1683
Group One Trading
Illinois
$37K +$35.8K +1,384 New
FWC
1684
First Washington Corp
Washington
$36K -$3.41K -132 -9%
IWC
1685
Integrated Wealth Counsel
California
$36K
SFU
1686
Stonehage Fleming (UK)
United Kingdom
$36K
CCMW
1687
Cypress Capital Management (Wyoming)
Wyoming
$35.5K
NHFG
1688
New Harbor Financial Group
Massachusetts
$35K +$8.58K +332 +34%
JIM
1689
Jupiter Investment Management
United Kingdom
$34K -$32.5M -1,256,768 -100%
AIC
1690
Ayalon Insurance Company
Israel
$30K
MCM
1691
MV Capital Management
Maryland
$29K -$69.3K -2,680 -71%
CCS
1692
Crosspoint Capital Strategies
California
$28K -$17.1K -662 -38%
LOCC
1693
Lombard Odier & Cie (Canada)
Quebec, Canada
$28K
P
1694
Palladiem
Pennsylvania
$22K -$44.8K -1,733 -68%
CP
1695
Corbenic Partners
Pennsylvania
$22K
RI
1696
Redwood Investments
Massachusetts
$20K
SIA
1697
SeaBridge Investment Advisors
New Jersey
$20K
FNYS
1698
First New York Securities
New York
$17.8K +$17.1K +662 New
UB
1699
UMB Bank
Missouri
$17.6K -$47.7K -1,847 -0.3%
PO
1700
Private Ocean
California
$17K

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.