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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
CAM
576
Carret Asset Management
New York
$6.97M -$57.3K -2,069 -0.9%
1SB
577
1ST Source Bank
Indiana
$6.97M -$748 -27 -0%
EWM
578
Evercore Wealth Management
New York
$6.93M +$196K +7,060 +3%
UBWV
579
United Bank (West Virginia)
West Virginia
$6.91M -$1.52M -54,836 -19%
TCM
580
Tufton Capital Management
Maryland
$6.86M -$13.2K -477 -0.2%
RP
581
Raiff Partners
New York
$6.86M -$917K -33,100 -13%
EB
582
Eastern Bank
Massachusetts
$6.84M +$53.9K +1,945 +0.8%
MIH
583
Madison Investment Holdings
Wisconsin
$6.82M +$5.93M +213,923 +1,294%
BPM
584
Bowling Portfolio Management
Ohio
$6.79M +$1.69M +61,031 +36%
RWM
585
Rench Wealth Management
Texas
$6.78M -$180K -6,514 -3%
Janus Henderson Group
586
Janus Henderson Group
United Kingdom
$6.77M +$1.35M +48,699 +27%
CPS
587
Counsel Portfolio Services
Ontario, Canada
$6.76M +$6.33M +228,405 New
BG
588
Bahl & Gaynor
Ohio
$6.75M -$83.1K -3,002 -1%
UIM
589
USS Investment Management
United Kingdom
$6.7M +$2.86M +103,223 +84%
CT
590
Cambridge Trust
Massachusetts
$6.68M +$3.11M +112,211 +99%
HTC
591
Haverford Trust Company
Pennsylvania
$6.64M +$61.5K +2,222 +1%
CWM
592
Concert Wealth Management
California
$6.64M +$95.4K +3,445 +2%
Jones Financial Companies
593
Jones Financial Companies
Missouri
$6.6M -$2.01M -72,446 -25%
EDRH
594
Edmond de Rothschild Holding
Switzerland
$6.58M +$3.29M +118,668 +115%
ACP
595
Ashfield Capital Partners
California
$6.56M +$202K +7,286 +3%
MYLI
596
Meiji Yasuda Life Insurance
Japan
$6.53M +$730K +26,347 +14%
RMA
597
Roffman Miller Associates
Pennsylvania
$6.52M +$503K +18,169 +9%
DMIC
598
Dixon Mitchell Investment Counsel
British Columbia, Canada
$6.49M -$292K -10,530 -5%
FNB
599
Farmers National Bank
Kentucky
$6.49M +$234K +8,439 +4%
FFBTD
600
First Financial Bank - Trust Division
Ohio
$6.48M +$169K +6,116 +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.