We are live on ! Find out more

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.49B +$346M +13,597,554 +4%
State Street
2
State Street
Massachusetts
$7.2B -$434M -17,066,438 -6%
ETC
3
Evercore Trust Company
New York
$7.04B -$39.9M -1,570,567 -0.5%
BIT
4
BlackRock Institutional Trust
California
$4.53B +$57.6M +2,264,508 +1%
Capital Research Global Investors
5
Capital Research Global Investors
California
$2.75B +$1.35B +53,229,121 +92%
BFA
6
BlackRock Fund Advisors
California
$2.37B +$590K +23,223 +0%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$2.36B -$22M -866,467 -0.9%
Northern Trust
8
Northern Trust
Illinois
$2.15B -$15.5M -611,616 -0.7%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$1.59B +$9.06M +356,355 +0.6%
BG
10
BlackRock Group
United Kingdom
$1.39B -$19.4M -762,932 -1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.38B +$39M +1,535,747 +3%
Norges Bank
12
Norges Bank
Norway
$1.17B +$45.4M +1,784,853 +4%
Bank of America
13
Bank of America
North Carolina
$1.16B +$244M +9,593,578 +26%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$1.16B -$44.4M -1,746,409 -4%
Franklin Resources
15
Franklin Resources
California
$1.1B -$1.79M -70,360 -0.2%
Wells Fargo
16
Wells Fargo
California
$1.05B -$11.3M -444,801 -1%
State Farm Mutual Automobile Insurance
17
State Farm Mutual Automobile Insurance
Illinois
$975M
Legal & General Group
18
Legal & General Group
United Kingdom
$910M +$22.1M +869,103 +2%
Morgan Stanley
19
Morgan Stanley
New York
$904M -$22.5M -884,595 -2%
Allianz Asset Management
20
Allianz Asset Management
Germany
$887M -$56.7M -2,229,778 -6%
Invesco
21
Invesco
Georgia
$805M -$19.4M -764,200 -2%
Federated Hermes
22
Federated Hermes
Pennsylvania
$786M +$35.3M +1,389,792 +5%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$684M -$14.6M -576,217 -2%
UBS AM
24
UBS AM
Illinois
$658M -$20.8M -818,191 -3%
Barrow, Hanley, Mewhinney & Strauss
25
Barrow, Hanley, Mewhinney & Strauss
Texas
$651M -$371M -14,579,597 -36%

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.