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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
IF
1701
Ironwood Financial
Arizona
$13K
LWA
1702
Lenox Wealth Advisors
New York
$12K -$11.7K -453 -50%
CIM
1703
Contravisory Investment Management
Massachusetts
$11K
AssetMark Inc
1704
AssetMark Inc
California
$11K +$10.8K +417 New
AT
1705
Arden Trust
Delaware
$8.76K -$47K -1,817 -0.6%
MAS
1706
Madden Advisory Services
Florida
$8K +$7.73K +299 New
TCCM
1707
Timber Creek Capital Management
Massachusetts
$7K
FNBOO
1708
First National Bank of Omaha
Nebraska
$6.06K
KIG
1709
Kessler Investment Group
Indiana
$6K
TWMP
1710
Taylor Wealth Management Partners
Massachusetts
$5K -$26K -1,005 -83%
Fiera Capital (Canada)
1711
Fiera Capital (Canada)
Quebec, Canada
$4.89K -$1.98M -76,659 -30%
1GA
1712
1st Global Advisors
Texas
$3.45K -$75.3K -2,914 -2%
DRS
1713
Deane Retirement Strategies
Louisiana
$3K -$2.57M -99,373 -38%
SGAM
1714
Smith Group Asset Management
Texas
$3K -$1.42K -55 -36%
KLWA
1715
Kelly Lawrence W & Associates
California
$3K
LWM
1716
LBA Wealth Management
Florida
$2K
FHC
1717
First Heartland Consultants
Missouri
$1.59K +$38.5K +1,491 +3%
CPA
1718
Cowen Prime Advisors
New York
$1K -$4.39K -170 -85%
AH
1719
Achievement Holdings
Illinois
$419 +$404K +15,623 New
WBG
1720
Wharton Business Group
Pennsylvania
$201 +$194K +7,489 New
SCP
1721
Syntal Capital Partners
Texas
$17 +$258 +10 +2%
Arrowstreet Capital
1722
Arrowstreet Capital
Massachusetts
-$139M -5,641,097 Closed
Balyasny Asset Management
1723
Balyasny Asset Management
Illinois
-$35.4M -1,434,824 Closed
Janney Montgomery Scott
1724
Janney Montgomery Scott
Pennsylvania
-$30.7M -1,246,537 Closed
JCM
1725
Janney Capital Management
Pennsylvania
-$18.3M -741,644 Closed

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.