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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
WCM
1801
Wealthcare Capital Management
Virginia
$41K -$2.1K -83 -5%
CGH
1802
Cleary Gull Holdings
Wisconsin
$36K +$507 +20 +1%
CCMW
1803
Cypress Capital Management (Wyoming)
Wyoming
$34.4K – – –
IWC
1804
Integrated Wealth Counsel
California
$34K – – –
VIM
1805
Veritas Investment Management
United Kingdom
$33K +$32K +1,263 New
IR
1806
Invictus RG
Bermuda
$33K +$32.3K +1,272 New
LWA
1807
Lenox Wealth Advisors
New York
$29K -$61.7K -2,431 -68%
AIC
1808
Ayalon Insurance Company
Israel
$29K – – –
BL
1809
Balentine LLC
Georgia
$26K -$79.7K -3,141 -76%
OAJ
1810
Ogorek Anthony Joseph
New York
$26K +$25.2K +993 New
NHFG
1811
New Harbor Financial Group
Massachusetts
$25K – – –
MCM
1812
MV Capital Management
Maryland
$25K +$17.8K +702 +287%
MIM
1813
Macroview Investment Management
Maryland
$24K +$5.05K +199 +27%
PCP
1814
Proficio Capital Partners
Massachusetts
$22K +$21.1K +830 New
KC
1815
Kingfisher Capital
North Carolina
$21K +$20.4K +806 New
RI
1816
Redwood Investments
Massachusetts
$20K – – –
PCM
1817
Penserra Capital Management
California
$20K +$19.4K +763 New
DIA
1818
Dana Investment Advisors
Wisconsin
$18.2K -$18.3M -722,271 -97%
PO
1819
Private Ocean
California
$16K -$88.5K -3,487 -85%
CIM
1820
Contravisory Investment Management
Massachusetts
$13K +$1.98K +78 +19%
DA
1821
Dunvegan Associates
California
$12K – – –
TWMP
1822
Taylor Wealth Management Partners
Massachusetts
$12K – – –
AFIA
1823
America First Investment Advisors
Nebraska
$9K – – –
FNBOO
1824
First National Bank of Omaha
Nebraska
$7.76K +$36.2K +1,429 +0.5%
MJRIC
1825
Mogy Joel R Investment Counsel
California
$7.11K -$5.72M -225,410 -89%
71 72
73
74 75

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.