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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
MERSOM
501
Municipal Employees' Retirement System of Michigan
Michigan
$8.56M +$131K +4,726 +2%
LBC
502
Lowe Brockenbrough & Co
Virginia
$8.55M -$126K -4,558 -2%
YMRC
503
Yorktown Management & Research Company
Virginia
$8.54M
KCM
504
Kempner Capital Management
Texas
$8.53M -$1.93M -69,602 -19%
BC
505
Burney Company
Virginia
$8.53M -$236K -8,530 -3%
WA
506
WFG Advisors
Texas
$8.49M -$296K -10,690 -4%
ELC
507
Edgar Lomax Company
Virginia
$8.46M -$1.2M -43,493 -13%
RIM
508
Ranger International Management
Illinois
$8.46M -$3M -108,436 -28%
FT
509
Fiduciary Trust
Massachusetts
$8.4M +$183K +6,599 +2%
SIP
510
Stoneridge Investment Partners
Pennsylvania
$8.35M -$210K -7,581 -3%
TBA
511
Tower Bridge Advisors
Pennsylvania
$8.32M -$192K -6,945 -2%
NPC
512
National Planning Corporation
California
$8.29M -$1.9M -68,510 -20%
ECM
513
ETrade Capital Management
Virginia
$8.28M +$278K +10,047 +4%
FB
514
Fulton Bank
Pennsylvania
$8.22M +$559K +20,198 +8%
JC
515
Jacobs & Co
California
$8.2M -$60.9K -2,199 -0.8%
BBHC
516
Brown Brothers Harriman & Co
New York
$8.2M -$353K -12,738 -4%
CA
517
Callahan Advisors
Texas
$8.2M +$1.02M +36,751 +15%
DG
518
Davidson & Garrard
Virginia
$8.19M -$63.3K -2,285 -0.8%
HPC
519
HM Payson & Co
Maine
$8.16M +$655K +23,643 +9%
MJRIC
520
Mogy Joel R Investment Counsel
California
$8.12M +$6.85M +247,249 +904%
WSFS
521
Wilmington Savings Fund Society
Delaware
$8.1M -$114K -4,124 -1%
CB
522
Community Bank
New York
$8.06M +$31.7K +1,144 +0.4%
VFA
523
Voya Financial Advisors
Connecticut
$8.01M +$676K +24,405 +10%
KIA
524
KCM Investment Advisors
California
$8M +$247K +8,904 +3%
GIA
525
Granite Investment Advisors
New Hampshire
$7.99M -$84K -3,033 -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.