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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
HL
1326
HeadInvest LLC
Maine
$1.05M +$35.1K +1,269 +4%
VCAM
1327
Van Cleef Asset Management
Ohio
$1.05M +$3.9K +141 +0.4%
SAM
1328
Strategy Asset Managers
California
$1.05M +$107K +3,849 +12%
KCM
1329
Karp Capital Management
California
$1.05M -$938K -33,848 -49%
CCG
1330
Chatham Capital Group
Georgia
$1.05M +$36.7K +1,324 +4%
Carson Wealth (CWM LLC)
1331
Carson Wealth (CWM LLC)
Nebraska
$1.04M +$303K +10,943 +45%
SRC
1332
Shufro Rose & Co
New York
$1.04M +$164K +5,929 +20%
CFA
1333
Capstone Financial Advisors
Illinois
$1.04M +$2.88K +104 +0.3%
NERM
1334
New England Research & Management
Illinois
$1.04M +$16.5K +596 +2%
SJIM
1335
St. Johns Investment Management
Florida
$1.04M +$26.6K +960 +3%
GWM
1336
Gupta Wealth Management
California
$1.03M -$187K -6,759 -16%
FNBOMD
1337
First National Bank of Mount Dora
Florida
$1.03M -$34.8K -1,258 -3%
LIM
1338
Lathrop Investment Management
Arkansas
$1.03M -$80.1K -2,893 -8%
BCA
1339
Benchmark Capital Advisors
New York
$1.03M -$25.2K -910 -3%
HBT
1340
Hills Bank & Trust
Iowa
$1.02M -$293K -10,594 -23%
AP
1341
Appleton Partners
Massachusetts
$1.02M +$13.6K +492 +1%
EPM
1342
Equitec Proprietary Markets
Illinois
$1.02M +$18.3K +662 +2%
SCM
1343
Salem Capital Management
Massachusetts
$1.02M +$13.7K +496 +1%
CCB
1344
Cutter & Co Brokerage
Missouri
$1.01M +$134K +4,853 +17%
DBIA
1345
Dumont & Blake Investment Advisors
New Jersey
$1M +$40.5K +1,464 +5%
PAMG
1346
Patton Albertson Miller Group
Tennessee
$1M -$81K -2,925 -8%
B
1347
Bellecapital
Switzerland
$1M +$533K +19,258 +119%
RC
1348
Roundview Capital
New Jersey
$1M -$656K -23,699 -41%
AF
1349
Arrow Financial
New York
$999K -$379K -13,671 -29%
GWCM
1350
Godshalk Welsh Capital Management
Pennsylvania
$999K -$7.34K -265 -0.8%

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.