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
Fidelity International
301
Fidelity International
Bermuda
$22.6M +$1M +36,195 +5%
WRF
302
Waddell & Reed Financial
Kansas
$22.6M -$28.3M -1,021,574 -57%
AA
303
ALPS Advisors
Colorado
$22.3M -$738K -26,641 -3%
KRS
304
Kentucky Retirement Systems
Kentucky
$22.1M +$3.59M +129,549 +21%
BF
305
BOK Financial
Oklahoma
$22.1M +$1.28M +46,342 +7%
William Blair & Company
306
William Blair & Company
Illinois
$22M +$5.08M +183,391 +33%
RIG
307
RiverFront Investment Group
Virginia
$22M +$20.6M +744,208 New
CAN
308
Cetera Advisor Networks
California
$22M +$1.25M +44,999 +6%
DP
309
Dearborn Partners
Illinois
$22M +$966K +34,865 +5%
NMIMC
310
Northwestern Mutual Investment Management Company
Wisconsin
$21.9M -$9.06M -326,960 -31%
PP
311
Palladium Partners
Virginia
$21.9M +$627K +22,655 +3%
FCI
312
Financial Counselors Inc
Kansas
$21.8M +$14.6K +528 +0.1%
WI
313
Wafra Inc
New York
$21.7M +$20.3M +731,889 New
HNB
314
Huntington National Bank
Ohio
$21.1M +$122K +4,415 +0.5%
ANI
315
American National Insurance
Texas
$21.1M -$65.8K -2,377 -0.3%
TAF
316
Tredje AP-fonden
Sweden
$21M +$7.14M +257,924 +57%
TH
317
TCTC Holdings
Texas
$21M -$216K -7,811 -1%
CFC
318
Cincinnati Financial Corp
Ohio
$20.8M
TAM
319
Tocqueville Asset Management
New York
$20.7M -$6.66M -240,354 -26%
SPC
320
Stewart & Patten Company
California
$20.6M +$432K +15,585 +2%
HFS
321
HL Financial Services
Kentucky
$20.5M -$250K -9,044 -1%
FCBT
322
First Citizens Bank & Trust
North Carolina
$20.5M -$2.08M -75,200 -10%
TCM
323
Twin Capital Management
Pennsylvania
$20.4M +$1.51M +54,628 +9%
DCM
324
Dupont Capital Management
Delaware
$20.4M -$1.12M -40,377 -6%
AIA
325
Affinity Investment Advisors
California
$20.3M -$204K -7,365 -1%

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.