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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
W
526
Wealthfront
California
$7.92M +$4.04M +145,952 +120%
AIS
527
American Investment Services
Massachusetts
$7.92M -$4.06M -146,760 -35%
GCAC
528
Guardian Capital Advisors (Canada)
Ontario, Canada
$7.91M -$32.6K -1,178 -0.4%
Daiwa Securities Group
529
Daiwa Securities Group
Japan
$7.91M -$521K -18,801 -7%
LPC
530
Loeb Partners Corp
New York
$7.9M +$4.56M +164,640 +161%
NAM
531
North American Management
Massachusetts
$7.88M -$71.1K -2,568 -1%
CCA
532
Catalyst Capital Advisors
New York
$7.86M +$7.35M +265,541 New
HC
533
Hourglass Capital
Texas
$7.85M +$176K +6,356 +2%
LSA
534
L & S Advisors
California
$7.83M +$3.75M +135,247 +104%
RC
535
RegentAtlantic Capital
New Jersey
$7.81M +$1.98M +71,450 +37%
CG
536
Colony Group
Massachusetts
$7.81M +$7.09M +256,032 +3,213%
OCM
537
Olstein Capital Management
New York
$7.75M -$1.95M -70,437 -21%
Thrivent Financial for Lutherans
538
Thrivent Financial for Lutherans
Minnesota
$7.72M +$76.5K +2,763 +1%
RW
539
Rand Wealth
Maryland
$7.71M +$9.5K +343 +0.1%
CCM
540
Century Capital Management
Massachusetts
$7.65M
BSPF
541
British Steel Pension Fund
United Kingdom
$7.62M -$476K -17,203 -6%
FMII
542
Farmers & Merchants Investments Inc
Nebraska
$7.59M +$16.2K +584 +0.2%
SGK
543
Steigerwald Gordon & Koch
Virginia
$7.57M +$30K +1,083 +0.4%
HAG
544
HighPoint Advisor Group
Illinois
$7.56M +$169K +6,096 +2%
CIC
545
Cutler Investment Counsel
Oregon
$7.55M +$16K +578 +0.2%
AIP
546
Ameritas Investment Partners
Nebraska
$7.53M -$494K -17,826 -7%
FSA
547
Financial Sense Advisors
California
$7.51M +$2.98M +107,714 +74%
MCM
548
McRae Capital Management
New Jersey
$7.51M +$155K +5,594 +2%
CB
549
Chemical Bank
Michigan
$7.5M -$318K -11,496 -4%
CC
550
Cipher Capital
New York
$7.44M +$6.44M +232,569 +1,229%

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.