We are live on ! Find out more

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
LPL Financial
101
LPL Financial
California
$179M +$10.5M +380,338 +7%
Aviva
102
Aviva
United Kingdom
$178M +$8.69M +313,804 +6%
T
103
Thomaspartners
Massachusetts
$173M +$3.19M +115,275 +2%
Robeco Institutional Asset Management
104
Robeco Institutional Asset Management
Netherlands
$173M +$24.4M +881,122 +18%
State of Tennessee, Department of Treasury
105
State of Tennessee, Department of Treasury
Tennessee
$171M +$28M +1,009,585 +21%
First Trust Advisors
106
First Trust Advisors
Illinois
$171M +$34.9M +1,260,322 +28%
Stifel Financial
107
Stifel Financial
Missouri
$168M +$2.88M +103,806 +2%
Ohio Public Employees Retirement System (OPERS)
108
Ohio Public Employees Retirement System (OPERS)
Ohio
$167M -$8.29M -299,135 -5%
CI Investments Inc
109
CI Investments Inc
Ontario, Canada
$166M -$1.06M -38,264 -0.7%
Teacher Retirement System of Texas
110
Teacher Retirement System of Texas
Texas
$164M -$8.87M -320,105 -5%
SCCM
111
Schafer Cullen Capital Management
New York
$164M -$3.8M -137,178 -2%
NFA
112
Nationwide Fund Advisors
Ohio
$163M -$7.48M -270,052 -5%
Korea Investment Corp
113
Korea Investment Corp
South Korea
$157M +$23.6M +850,823 +19%
SAC
114
Smith Affiliated Capital
New York
$157M
D.E. Shaw & Co
115
D.E. Shaw & Co
New York
$156M -$190M -6,851,154 -56%
FAM
116
Fred Alger Management
New York
$156M +$143M +5,167,886 +5,109%
GIA
117
Gateway Investment Advisers
Ohio
$152M +$1.54M +55,724 +1%
Axa
118
Axa
France
$151M -$80.9M -2,919,792 -36%
PAM
119
Panagora Asset Management
Massachusetts
$150M +$35.9M +1,295,177 +34%
USAA
120
United Services Automobile Association
Texas
$150M +$312K +11,275 +0.2%
SBAM
121
Santa Barbara Asset Management
California
$145M -$22.6M -817,581 -14%
EAM
122
Eagle Asset Management
Florida
$141M +$58.7M +2,120,066 +80%
BNP Paribas Financial Markets
123
BNP Paribas Financial Markets
France
$140M -$124M -4,466,245 -49%
NC
124
Nicholas Company
Wisconsin
$138M -$13M -468,543 -9%
Citigroup
125
Citigroup
New York
$137M +$47.8M +1,725,221 +60%

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.