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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
MI
551
Markston International
New York
$7.42M -$1.31M -47,253 -16%
PTC
552
Philadelphia Trust Company
Pennsylvania
$7.4M -$908K -32,797 -12%
WAM
553
Weatherly Asset Management
California
$7.39M +$515K +18,580 +8%
WSCM
554
Wellington Shields Capital Management
New York
$7.39M -$20.7K -749 -0.3%
MCM
555
Maryland Capital Management
Maryland
$7.38M -$50.2K -1,812 -0.7%
SCM
556
Shelton Capital Management
Colorado
$7.33M +$966K +34,888 +16%
TNBTD
557
Trustmark National Bank Trust Department
Mississippi
$7.3M +$109K +3,935 +2%
WTC
558
WhitTier Trust Company
Nevada
$7.28M +$541K +19,537 +9%
GW
559
GW & Wade
Massachusetts
$7.28M +$315K +11,383 +5%
UFF
560
USA Financial Formulas
Michigan
$7.24M +$6.78M +244,633 New
SCA
561
Salient Capital Advisors
Texas
$7.23M -$52.1K -1,880 -0.8%
MHC
562
Meyer Handelman Company
New York
$7.23M
MCM
563
Murphy Capital Management
New Jersey
$7.22M +$559K +20,170 +9%
PFS
564
Prospera Financial Services
Texas
$7.2M +$439K +15,861 +7%
ICAS
565
Investors Capital Advisory Services
Massachusetts
$7.2M +$504K +18,204 +8%
Westfield Capital Management
566
Westfield Capital Management
Massachusetts
$7.19M +$6.73M +243,047 New
MPM
567
Meritage Portfolio Management
Kansas
$7.18M +$185K +6,693 +3%
SPC
568
Sigma Planning Corp
Michigan
$7.17M +$131K +4,744 +2%
OI
569
Oakbrook Investments
Illinois
$7.17M -$447K -16,153 -6%
NIA
570
Northstar Investment Advisors
Colorado
$7.17M +$478K +17,265 +8%
BUB
571
BBVA USA Bancshares
Texas
$7.17M -$2.04M -73,638 -23%
RBA
572
Richard Bernstein Advisors
New York
$7.07M +$2.55M +91,988 +63%
UR
573
USCA RIA
Texas
$7.06M +$1.16M +42,005 +21%
CSIC
574
Clifford Swan Investment Counsel
California
$7.04M -$246K -8,892 -4%
SFWA
575
Summit Financial Wealth Advisors
Louisiana
$6.97M +$197K +7,130 +3%

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.