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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
CAG
1226
Crestwood Advisors Group
Massachusetts
$1.43M +$283K +10,213 +27%
IAS
1227
INR Advisory Services
Pennsylvania
$1.43M
WOC
1228
West Oak Capital
California
$1.43M -$58.1K -2,099 -4%
PGIM
1229
Pacific Global Investment Management
California
$1.42M +$156K +5,618 +13%
ACM
1230
Alta Capital Management
Utah
$1.41M +$52.7K +1,901 +4%
FC
1231
Forte Capital
New York
$1.41M +$60.5K +2,183 +5%
CA
1232
Corrado Advisors
New Jersey
$1.41M -$121K -4,379 -8%
AWM
1233
Arbor Wealth Management
Florida
$1.41M +$14.7K +529 +1%
PAM
1234
Princeton Alpha Management
New Jersey
$1.4M +$689K +24,893 +110%
RFS
1235
Rockefeller Financial Services
New York
$1.4M +$484K +17,477 +59%
AHB
1236
Abner Herrman & Brock
New Jersey
$1.39M +$871K +31,429 +200%
NSAM
1237
North Star Asset Management
Wisconsin
$1.39M +$41.2K +1,489 +3%
RMCM
1238
Reynders McVeigh Capital Management
Massachusetts
$1.39M +$191K +6,886 +17%
BPC
1239
Banque Pictet & Cie
Switzerland
$1.38M +$477K +17,212 +58%
OC
1240
Oakworth Capital
Alabama
$1.38M -$52K -1,876 -4%
TWM
1241
Torch Wealth Management
Ohio
$1.38M +$1.29M +46,471 New
BO
1242
BRR OpCo
Ohio
$1.37M -$7.64K -276 -0.6%
BCP
1243
Blue Chip Partners
Michigan
$1.37M +$94.1K +3,396 +8%
PAM
1244
Premier Asset Management
Illinois
$1.37M +$58.7K +2,118 +5%
CIM
1245
Corda Investment Management
Texas
$1.36M -$1M -36,128 -44%
CAL
1246
Capital Analysts LLC
Pennsylvania
$1.36M +$160K +5,760 +14%
EDRE
1247
Edmond de Rothschild (Europe)
Luxembourg
$1.35M +$978K +35,295 +336%
Fuller & Thaler Asset Management
1248
Fuller & Thaler Asset Management
California
$1.35M +$1.27M +45,678 New
NVIM
1249
New Vernon Investment Management
Illinois
$1.35M +$1.27M +45,678 New
MGAM
1250
McGowan Group Asset Management
Texas
$1.35M +$8.53K +308 +0.7%

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.