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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
AIMCA
401
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$14M -$251K -9,064 -2%
BA
402
Bridgewater Associates
Connecticut
$13.8M -$2.53M -91,356 -16%
Cohen & Steers
403
Cohen & Steers
New York
$13.7M -$22K -794 -0.2%
AIM
404
Artemis Investment Management
United Kingdom
$13.7M -$5.81M -209,854 -31%
Loomis, Sayles & Company
405
Loomis, Sayles & Company
Massachusetts
$13.6M -$7.18M -259,385 -36%
WPC
406
Waters Parkerson & Co
Louisiana
$13.6M -$33.7K -1,218 -0.3%
PI
407
PineBridge Investments
New York
$13.4M +$5.74M +207,165 +84%
AMI
408
Amica Mutual Insurance
Rhode Island
$13.4M
CCMD
409
Cypress Capital Management (Delaware)
Delaware
$13.4M -$70.3K -2,538 -0.6%
GG
410
Gofen & Glossberg
Illinois
$13.4M -$96.2K -3,473 -0.8%
GE
411
General Electric
Ohio
$13.3M -$1.47M -52,960 -11%
TCOV
412
Trust Company of Vermont
Vermont
$13.3M +$17.4K +629 +0.1%
GWM
413
Geneos Wealth Management
Colorado
$13.1M +$12.3M +445,180 New
APFBOT
414
Amica Pension Fund Board of Trustees
Rhode Island
$13.1M
CCM
415
Cadence Capital Management
Massachusetts
$13.1M -$2.35M -84,912 -16%
FMLI
416
Fukoku Mutual Life Insurance
Japan
$13.1M +$14.7K +530 +0.1%
Northwestern Mutual Wealth Management
417
Northwestern Mutual Wealth Management
Wisconsin
$12.8M +$1.74M +62,880 +17%
ABC
418
Associated Banc-Corp
Wisconsin
$12.7M +$742K +26,793 +7%
BSA
419
Braun Stacey Associates
New York
$12.7M +$1.32M +47,510 +12%
VFS
420
VSR Financial Services
Kansas
$12.7M -$91.9K -3,318 -0.8%
PAM
421
Private Asset Management
California
$12.6M -$231K -8,344 -2%
M
422
MOTCO
Texas
$12.5M +$259K +9,369 +2%
BAM
423
Berkshire Asset Management
Pennsylvania
$12.5M +$916K +33,088 +9%
SEIA
424
Signature Estate & Investment Advisors
California
$12.4M +$11.6M +419,807 New
Connor, Clark & Lunn Investment Management (CC&L)
425
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$12M -$9.74M -351,622 -46%

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.