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1,604 hedge funds and large institutions have $96.4B invested in AT&T in 2014 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 769 increasing their positions, 612 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 769 | Existing positions reduced: 612

10% more funds holding in top 10

Funds holding in top 10: 119131 (+12)

0.5% less ownership

Funds ownership: 70.43%69.93% (-0.5%)

1% less capital invested

Capital invested by funds: $97.9B → $96.4B (-$1.43B)

2% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 63

1% less funds holding

Funds holding: 1,6231,604 (-19)

36% less call options, than puts

Call options by funds: $1.66B | Put options by funds: $2.59B

Holders
1,604
Holders Change
-19
Holders Change %
-1.17%
% of All Funds
46.53%
Holding in Top 10
131
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10.08%
% of All Funds
3.8%
New
62
Increased
769
Reduced
612
Closed
63
Calls
$1.66B
Puts
$2.59B
Net Calls
-$932M
Net Calls Change
-$192M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.57B +$177M +6,657,267 +2%
State Street
2
State Street
Massachusetts
$7.97B +$122M +4,571,689 +2%
ETC
3
Evercore Trust Company
New York
$7.8B +$13.9M +523,470 +0.2%
BIT
4
BlackRock Institutional Trust
California
$4.84B -$29.4M -1,103,542 -0.6%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$2.62B -$14.6M -549,439 -0.6%
Northern Trust
6
Northern Trust
Illinois
$2.42B -$68.9M -2,588,049 -3%
BFA
7
BlackRock Fund Advisors
California
$2.37B +$89M +3,346,814 +4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$1.54B +$140M +5,251,216 +10%
Capital Research Global Investors
9
Capital Research Global Investors
California
$1.51B
Franklin Resources
10
Franklin Resources
California
$1.42B +$44.5M +1,672,795 +3%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$1.42B -$3.76M -141,320 -0.3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.39B -$783K -29,447 -0.1%
BG
13
BlackRock Group
United Kingdom
$1.39B -$71.7M -2,694,338 -5%
Bank of America
14
Bank of America
North Carolina
$1.31B +$2.55M +95,958 +0.2%
Norges Bank
15
Norges Bank
Norway
$1.17B -$1.19B -44,704,609 -50%
Barrow, Hanley, Mewhinney & Strauss
16
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.08B +$33.3M +1,253,051 +3%
Capital World Investors
17
Capital World Investors
California
$1.07B +$1.06M +39,720 +0.1%
Wells Fargo
18
Wells Fargo
California
$1.06B +$20.3M +761,724 +2%
State Farm Mutual Automobile Insurance
19
State Farm Mutual Automobile Insurance
Illinois
$1.05B
Allianz Asset Management
20
Allianz Asset Management
Germany
$1B +$39.6M +1,489,093 +4%
JP Morgan Chase
21
JP Morgan Chase
New York
$946M +$168M +6,311,931 +22%
Legal & General Group
22
Legal & General Group
United Kingdom
$929M +$2.89M +108,643 +0.3%
Morgan Stanley
23
Morgan Stanley
New York
$925M +$46.9M +1,762,710 +5%
Invesco
24
Invesco
Georgia
$921M +$6.71M +252,090 +0.7%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$759M -$140M -5,251,048 -16%

T Hedge Fund Activity: Q3 2014 in Review

1,604 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2014, worth a combined $96.4B — down 1.5% from $97.9B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of T and 62 opened new positions — a net loss of 1 holder — while 612 trimmed existing stakes and 769 added.

The largest buyer was Vanguard Group, adding an estimated $177M. The largest seller was Norges Bank, cutting an estimated $1.19B.

  • 1,604 institutional investors held AT&T (T) as of Q3 2014, down from 1,623 in Q2 2014.
  • Funds reported $96.4B of AT&T stock for Q3 2014, down 1.5% quarter-over-quarter.
  • 62 funds opened new AT&T positions in Q3 2014 and 63 closed out, a net change of -1 holder.
  • The largest AT&T buyer in Q3 2014 was Vanguard Group, an estimated $177M added.
  • The largest AT&T seller in Q3 2014 was Norges Bank, an estimated $1.19B sold.

Based on aggregated 13F filings for Q3 2014.