We are live on ! Find out more

1,895 hedge funds and large institutions have $128B invested in AT&T in 2016 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 876 increasing their positions, 694 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 73

70% more funds holding in top 10

Funds holding in top 10: 189322 (+133)

26% more repeat investments, than reductions

Existing positions increased: 876 | Existing positions reduced: 694

12% more capital invested

Capital invested by funds: $114B → $128B (+$13.7B)

3% more funds holding

Funds holding: 1,8321,895 (+63)

1.17% more ownership

Funds ownership: 71.34%72.51% (+1.2%)

8% less call options, than puts

Call options by funds: $2.46B | Put options by funds: $2.68B

Holders
1,895
Holders Change
+63
Holders Change %
+3.44%
% of All Funds
50.49%
Holding in Top 10
322
Holding in Top 10 Change
+133
Holding in Top 10 Change %
+70.37%
% of All Funds
8.58%
New
157
Increased
876
Reduced
694
Closed
73
Calls
$2.46B
Puts
$2.68B
Net Calls
-$227M
Net Calls Change
+$111M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
276
Calvert Investment Management
Maryland
$29.1M +$14.7M +531,234 +117%
TU
277
TDAM USA
Ontario, Canada
$29.1M -$1.52M -54,780 -5%
LCM
278
Logan Capital Management
Pennsylvania
$28.9M +$76.3K +2,753 +0.3%
Massachusetts Financial Services
279
Massachusetts Financial Services
Massachusetts
$28.4M +$1.33M +48,195 +5%
UCFA
280
United Capital Financial Advisors
Texas
$28.2M +$517K +18,657 +2%
GKIM
281
GW&K Investment Management
Massachusetts
$28.2M +$1.13M +40,790 +4%
SMDAM
282
Sumitomo Mitsui DS Asset Management
Japan
$27.8M +$5.24M +189,248 +25%
MA
283
MUFG Americas
New York
$27.7M -$1.6M -57,940 -6%
BHC
284
Bowen Hanes & Co
Florida
$27.5M +$1.98M +71,464 +8%
FP
285
Foundry Partners
Minnesota
$26.9M +$1.57M +56,674 +7%
NMERB
286
New Mexico Educational Retirement Board
New Mexico
$26.7M +$488K +17,609 +2%
OC
287
Oppenheimer & Co
New York
$26.3M -$45.9K -1,656 -0.2%
WAM
288
World Asset Management
Michigan
$26.1M -$2.64M -95,473 -10%
NB
289
Norinchukin Bank
Japan
$25.9M +$584K +21,070 +2%
SEI Investments
290
SEI Investments
Pennsylvania
$25.7M -$210K -7,569 -0.9%
BCM
291
Barometer Capital Management
Ontario, Canada
$25.4M +$23.8M +859,673 New
PAM
292
Pagoda Asset Management
New York
$25.2M +$23.6M +851,705 New
PA
293
Pinnacle Associates
New York
$25.1M -$35K -1,264 -0.1%
WB
294
WesBanco Bank
West Virginia
$24.7M +$1.37M +49,547 +6%
CPC
295
Cookson Peirce & Co
Pennsylvania
$23.8M +$22.3M +804,313 New
SCM
296
Symons Capital Management
Pennsylvania
$23.7M +$5.26K +190 +0%
ZIC
297
ZWJ Investment Counsel
Georgia
$23.7M +$197K +7,104 +0.9%
SAM
298
Securian Asset Management
Minnesota
$23.2M +$175K +6,325 +0.8%
DIA
299
Dana Investment Advisors
Wisconsin
$22.6M +$20.5M +740,661 +3,077%
MFS
300
MSI Financial Services
Massachusetts
$22.6M +$836K +30,174 +4%

T Hedge Fund Activity: Q1 2016 in Review

1,895 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2016, worth a combined $128B — up 12% from $114B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new T positions and 73 closed out — a net gain of 84 holders — while 876 added to existing stakes and 694 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $2.09B. The largest seller was Berkshire Hathaway, exiting entirely with an estimated $1.6B sold.

  • 1,895 institutional investors held AT&T (T) as of Q1 2016, up from 1,832 in Q4 2015.
  • Funds reported $128B of AT&T stock for Q1 2016, up 12% quarter-over-quarter.
  • 157 funds opened new AT&T positions in Q1 2016 and 73 closed out, a net change of +84 holders.
  • The largest AT&T buyer in Q1 2016 was Royal London Asset Management, an estimated $2.09B added.
  • The largest AT&T seller in Q1 2016 was Berkshire Hathaway, an estimated $1.6B sold.

Based on aggregated 13F filings for Q1 2016.