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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
JWA
1301
JFS Wealth Advisors
Pennsylvania
$1.16M -$665 -24 -0.1%
PCM
1302
Perkins Capital Management
Minnesota
$1.16M +$268K +9,665 +33%
LWCFA
1303
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.15M +$47K +1,697 +5%
ANTB
1304
AMG National Trust Bank
Colorado
$1.15M -$25.1K -907 -2%
FWP
1305
FAS Wealth Partners
Kansas
$1.15M -$52.1K -1,880 -5%
HTHT
1306
Hemenway Trust Hemenway Trust
New Hampshire
$1.15M -$3.68K -133 -0.3%
AAM
1307
Auxier Asset Management
Oregon
$1.14M -$1.79M -64,501 -63%
HCM
1308
Harvest Capital Management
New Hampshire
$1.14M
BJL
1309
Brighton Jones LLC
Washington
$1.13M +$81.8K +2,955 +8%
BA
1310
BKS Advisors
Michigan
$1.13M -$61.3K -2,214 -5%
BOS
1311
Bank of Stockton
California
$1.12M +$178K +6,438 +20%
BC
1312
Banced Corp
Illinois
$1.12M +$640K +23,116 +157%
CHAM
1313
Clear Harbor Asset Management
Connecticut
$1.12M +$50K +1,805 +5%
BP
1314
Ballentine Partners
Massachusetts
$1.12M +$50.5K +1,824 +5%
SFA
1315
Sequoia Financial Advisors
Ohio
$1.09M +$136K +4,899 +15%
IIC
1316
Ironwood Investment Counsel
Arizona
$1.09M +$20.2K +731 +2%
PL
1317
Parthenon LLC
Kentucky
$1.08M
RWM
1318
RKL Wealth Management
Pennsylvania
$1.08M +$579K +20,920 +133%
SWA
1319
SFMG Wealth Advisors
Texas
$1.08M -$1.13M -40,708 -53%
PP
1320
Paloma Partners
Connecticut
$1.07M -$1.06M -38,398 -51%
Capstone Investment Advisors
1321
Capstone Investment Advisors
New York
$1.07M +$1M +36,226 New
HA
1322
Halsey Associates
Connecticut
$1.06M -$1.47K -53 -0.1%
WP
1323
WealthSource Partners
California
$1.06M +$992K +35,829 New
HFA
1324
High Falls Advisors
New York
$1.06M +$69K +2,491 +7%
CD
1325
Carl Domino
Florida
$1.06M

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.