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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
LTFS
176
Ladenburg Thalmann Financial Services
Florida
$48.9M +$13.5M +529,622 +36%
RCAMU
177
Rothschild & Co Asset Management US
Connecticut
$46.4M +$186K +7,337 +0.4%
OPERF
178
Oregon Public Employees Retirement Fund
Oregon
$45.3M +$1.36M +53,357 +3%
EPFB
179
Employees Provident Fund Board
Malaysia
$44.9M -$2.81M -110,499 -6%
Lazard Asset Management
180
Lazard Asset Management
New York
$43.9M -$1.46M -57,258 -3%
FQ
181
First Quadrant
California
$43.7M +$18.8M +738,549 +71%
HIMCH
182
Hartford Investment Management Co (HIMCO)
Connecticut
$42.8M -$1.57M -61,739 -3%
EAM
183
EverPoint Asset Management
Connecticut
$42.4M +$43.7M +1,721,200 New
IRF
184
IBM Retirement Fund
New York
$42.3M -$65.1K -2,560 -0.1%
Calamos Advisors
185
Calamos Advisors
Illinois
$42M +$1.99M +78,424 +5%
GF
186
Gabelli Funds
New York
$41.6M -$12.7M -497,824 -23%
VRS
187
Virginia Retirement Systems
Virginia
$41.3M +$44.7K +1,759 +0.1%
EIM
188
ExxonMobil Investment Management
Texas
$40.8M +$850K +33,452 +2%
FMI
189
Factory Mutual Insurance
Massachusetts
$40.6M
ACM
190
Aviance Capital Management
Florida
$40.3M -$44.2M -1,739,647 -52%
QI
191
QV Investors
Alberta, Canada
$39.8M +$266K +10,460 +0.7%
BCM
192
Becker Capital Management
Oregon
$39.5M +$634K +24,936 +2%
ProShare Advisors
193
ProShare Advisors
Maryland
$39.5M -$6.08M -239,109 -13%
FAF
194
Fjarde Ap-fonden
Sweden
$38.3M -$2.13M -83,715 -5%
Neuberger Berman Group
195
Neuberger Berman Group
New York
$38M +$2.3M +90,555 +6%
CI
196
Conning Inc
Connecticut
$38M +$9.27M +364,582 +31%
MIP
197
Mondrian Investment Partners
United Kingdom
$38M +$439K +17,275 +1%
CS
198
Candriam SCA
Luxembourg
$37.4M +$1.87M +73,444 +5%
Envestnet Asset Management
199
Envestnet Asset Management
Illinois
$37.4M +$32.8M +1,289,925 +569%
JG
200
Jefferies Group
New York
$37.1M +$36.9M +1,452,206 +2,761%

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.