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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
WA1
1276
Wimmer Associates 1
California
$1.27M +$79.2K +2,858 +7%
PG
1277
Proffitt & Goodson
Tennessee
$1.27M -$18K -650 -1%
SAMNY
1278
Samsung Asset Management (New York)
New York
$1.27M -$1.85M -66,942 -61%
ST
1279
Somerset Trust
Pennsylvania
$1.27M +$29.9K +1,079 +3%
CBB
1280
Citizens Business Bank
California
$1.26M -$37K -1,335 -3%
SG
1281
Swarthmore Group
Pennsylvania
$1.26M +$1.18M +42,666 New
SAA
1282
Southeast Asset Advisors
Georgia
$1.26M
GS
1283
GAM Systematic
United Kingdom
$1.25M -$145K -5,224 -11%
ABTD
1284
Arvest Bank Trust Division
Oklahoma
$1.24M -$160K -5,787 -12%
BIM
1285
BRC Investment Management
Colorado
$1.24M -$44.5K -1,606 -4%
CK
1286
Carnick & Kubik
Colorado
$1.24M -$6.18K -223 -0.5%
BWM
1287
BerganKDV Wealth Management
Minnesota
$1.22M +$1.14M +41,277 New
QIM
1288
Quest Investment Management
Oregon
$1.22M -$538K -19,420 -32%
Lido Advisors
1289
Lido Advisors
California
$1.22M +$1.14M +41,109 New
Wealth Enhancement Advisory Services
1290
Wealth Enhancement Advisory Services
Minnesota
$1.21M -$1.05M -37,859 -48%
BIC
1291
Beach Investment Counsel
Pennsylvania
$1.21M
NDSI
1292
Newman Dignan & Sheerar Inc
Rhode Island
$1.2M +$365K +13,172 +48%
Koshinski Asset Management
1293
Koshinski Asset Management
Illinois
$1.2M -$13.1K -472 -1%
CBA
1294
Coastal Bridge Advisors
Connecticut
$1.2M +$2.33K +84 +0.2%
MCM
1295
Matarin Capital Management
New York
$1.19M -$2.46M -88,914 -69%
PSC
1296
Prentiss Smith & Co
Vermont
$1.19M -$18.3K -662 -2%
CTA
1297
Colonial Trust Advisors
South Carolina
$1.18M
WA
1298
WBH Advisory
Maryland
$1.18M -$23.6K -851 -2%
PFS
1299
Physicians Financial Services
North Carolina
$1.18M +$10.1K +366 +0.9%
LKIM
1300
Lawson Kroeker Investment Management
Nebraska
$1.17M +$15.6K +563 +1%

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.