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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
Ameriprise
26
Ameriprise
Minnesota
$882M -$92M -3,322,503 -10%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$880M +$824M +29,753,497 New
Allianz Asset Management
28
Allianz Asset Management
Germany
$854M -$90.6M -3,271,489 -10%
Federated Hermes
29
Federated Hermes
Pennsylvania
$838M +$89.5M +3,230,887 +13%
Barrow, Hanley, Mewhinney & Strauss
30
Barrow, Hanley, Mewhinney & Strauss
Texas
$818M +$6.57M +237,233 +0.9%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$791M +$59.1M +2,133,307 +9%
Charles Schwab
32
Charles Schwab
California
$759M +$11.9M +430,073 +2%
Primecap Management
33
Primecap Management
California
$737M +$5.29M +191,020 +0.8%
Macquarie Group
34
Macquarie Group
Australia
$721M -$23.5M -850,144 -3%
Swiss National Bank
35
Swiss National Bank
Switzerland
$709M +$173M +6,259,475 +33%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$703M -$13.4M -482,863 -2%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$698M +$26.1M +943,426 +4%
Prudential Financial
38
Prudential Financial
New Jersey
$668M -$18.1M -652,978 -3%
UBS AM
39
UBS AM
Illinois
$668M -$24.7M -890,157 -4%
UBS Group
40
UBS Group
Switzerland
$662M +$16.5M +594,015 +3%
T. Rowe Price Associates
41
T. Rowe Price Associates
Maryland
$652M -$91.2M -3,294,148 -13%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$637M +$2.81M +101,560 +0.5%
APG Asset Management
43
APG Asset Management
Netherlands
$574M -$46.2M -1,666,718 -8%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$548M +$12.4M +448,810 +2%
PPA
45
Parametric Portfolio Associates
Washington
$542M +$8.81M +318,097 +2%
Mitsubishi UFJ Trust & Banking
46
Mitsubishi UFJ Trust & Banking
Japan
$540M +$9.07M +327,412 +2%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$519M +$60.8M +2,195,394 +14%
ClearBridge Investments
48
ClearBridge Investments
New York
$509M -$23.7M -856,359 -5%
CS
49
Credit Suisse
Switzerland
$498M -$42.2M -1,522,740 -8%
BlackRock
50
BlackRock
New York
$482M -$123M -4,444,217 -21%

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.