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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
AWM
1751
Altavista Wealth Management
North Carolina
-$238K -9,287 Closed
CCM
1752
CWH Capital Management
Washington
-$236K -9,284 Closed
CCP
1753
Clarkston Capital Partners
Michigan
-$232K -9,137 Closed
PA
1754
Planning Alternatives
Michigan
-$218K -8,578 Closed
PBT
1755
Pictet Bank & Trust
Bahamas
-$212K -8,341 Closed
TAL
1756
TIG Advisors LLC
New York
-$209K -8,221 Closed
CM
1757
Capital Management
Virginia
-$207K -8,177 Closed
JMFC
1758
J.M. Forbes & Co
Massachusetts
-$212K -8,057 Closed
SC
1759
SRB Corp
Massachusetts
-$144K -5,660 Closed
PFG
1760
Pacific Financial Group
Washington
-$104K -4,114 Closed
WCM
1761
Westend Capital Management
California
-$86K -3,376 Closed
HIM
1762
Hutchens Investment Management
New Hampshire
-$55K -2,152 Closed
MFS
1763
McNamara Financial Services
Massachusetts
-$55K -2,152 Closed
YL
1764
YCG LLC
Texas
-$53K -2,091 Closed
VSWA
1765
Vontobel Swiss Wealth Advisors
Switzerland
-$49K -1,913 Closed
SFFS
1766
Stonehage Fleming Financial Services
Jersey
-$32K -1,245 Closed
TC
1767
TradeLink Capital
Illinois
-$27K -1,059 Closed
MAS
1768
Madden Advisory Services
Florida
-$24K -961 Closed
IRS
1769
Invictus RG (Singapore)
Singapore
-$19K -751 Closed
ECM
1770
Exchange Capital Management
Michigan
-$17K -630 Closed
PVH
1771
Psagot Value Holdings
Israel
-$14K -545 Closed
SFPIA
1772
Stevens First Principles Investment Advisors
California
-$11K -444 Closed

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.