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AT&T
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1,832 hedge funds and large institutions have $114B invested in AT&T in 2015 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 831 increasing their positions, 669 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 84

24% more repeat investments, than reductions

Existing positions increased: 831 | Existing positions reduced: 669

3% more funds holding

Funds holding: 1,775 → 1,832 (+57)

4% more capital invested

Capital invested by funds: $110B → $114B (+$4.06B)

1.16% less ownership

Funds ownership: 72.49% → 71.34% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 195 → 189 (-6)

17% less call options, than puts

Call options by funds: $1.7B | Put options by funds: $2.04B

Holders
1,832
Holders Change
+57
Holders Change %
+3.21%
% of All Funds
48.06%
Holding in Top 10
189
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.08%
% of All Funds
4.96%
New
169
Increased
831
Reduced
669
Closed
84
Calls
$1.7B
Puts
$2.04B
Net Calls
-$338M
Net Calls Change
-$95.4M

Top Buyers

1
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$329M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$270M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$230M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$201M
5
JP Morgan Chase
JP Morgan Chase
New York
+$175M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$606M
2
Franklin Resources
Franklin Resources
California
-$597M
3
ACM
Americafirst Capital Management
California
-$587M
4
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$428M
5
AIG
American International Group
New York
-$304M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1726
Alpha Capital Management
Texas
$212K – – –
LP
1727
LGL Partners
Pennsylvania
$210K +$205K +8,071 New
TI
1728
Truepoint Inc
Ohio
$209K +$204K +8,039 New
CPIG
1729
Chicago Partners Investment Group
Illinois
$208K +$1.09K +43 +0.5%
AC
1730
Alley Company
Illinois
$207K -$47.4K -1,867 -19%
CG
1731
Colony Group
Massachusetts
$207K +$50.5K +1,989 +33%
CHA
1732
Cedar Hill Associates
Illinois
$207K +$202K +7,965 New
EDRS
1733
Edmond de Rothschild (Suisse)
Switzerland
$206K -$16.6K -653 -8%
EMG
1734
Ellington Management Group
Connecticut
$206K +$202K +7,944 New
WCA
1735
Waratah Capital Advisors
Ontario, Canada
$206K +$202K +7,944 New
RIM
1736
Reliant Investment Management
Tennessee
$204K – – –
LCM
1737
Leisure Capital Management
California
$204K +$199K +7,842 New
MIS
1738
Morningstar Investment Services
Illinois
$204K +$199K +7,863 New
PCMC
1739
Paragon Capital Management (Colorado)
Colorado
$202K +$197K +7,775 New
VA
1740
Valmark Advisers
Ohio
$200K +$195K +7,682 New
HCM
1741
Horan Capital Management
Maryland
$191K +$68.1K +2,683 +57%
AIM
1742
Arcadia Investment Management
Michigan
$189K -$24.7K -973 -12%
MJP
1743
Michael J. Puzo
$187K +$181K +7,154 New
CAW
1744
Cornerstone Advisors (Washington)
Washington
$186K +$1.88K +74 +1%
SWK
1745
Stephen W. Kidder
$184K +$180K +7,083 New
TCM
1746
TD Capital Management
Tennessee
$181K – – –
TIM
1747
Tortoise Investment Management
New York
$180K – – –
AWM
1748
Avior Wealth Management
Nebraska
$178K -$1.4K -55 -0.8%
FIB
1749
First Interstate Bank
Montana
$178K +$2.26K +89 +1%
DPA
1750
Delphi Private Advisors
California
$178K +$173K +6,831 New
68 69
70
71 72

T Hedge Fund Activity: Q4 2015 in Review

1,832 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2015, worth a combined $114B — up 3.7% from $110B a quarter earlier.

Buyers outnumbered sellers: 169 funds opened new T positions and 84 closed out — a net gain of 85 holders — while 831 added to existing stakes and 669 trimmed.

The largest buyer was Ninety One (UK), opening a new position worth an estimated $329M. The largest seller was T. Rowe Price Associates, cutting an estimated $606M.

  • 1,832 institutional investors held AT&T (T) as of Q4 2015, up from 1,775 in Q3 2015.
  • Funds reported $114B of AT&T stock for Q4 2015, up 3.7% quarter-over-quarter.
  • 169 funds opened new AT&T positions in Q4 2015 and 84 closed out, a net change of +85 holders.
  • The largest AT&T buyer in Q4 2015 was Ninety One (UK), an estimated $329M added.
  • The largest AT&T seller in Q4 2015 was T. Rowe Price Associates, an estimated $606M sold.

Based on aggregated 13F filings for Q4 2015.