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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
PWAP
1401
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$872K +$46.6K +1,681 +6%
MC
1402
Middleton & Co
Massachusetts
$867K -$18.3K -662 -2%
MA
1403
Montag & Associates
Georgia
$863K +$209K +7,533 +35%
WCMNY
1404
Westchester Capital Management (New York)
New York
$862K +$324K +11,699 +67%
RCA
1405
Rowland Carmichael Advisors
Arizona
$862K +$807K +29,127 New
KP
1406
Keel Point
Alabama
$859K -$49.7K -1,794 -6%
MCMT
1407
Moon Capital Management (Tennessee)
Tennessee
$850K +$176K +6,371 +28%
HT
1408
HighTower Trust
Texas
$841K -$16.3K -589 -2%
REMPR
1409
Roof Eidam Maycock Peralta (REMP)
California
$837K +$311K +11,233 +66%
NEPWA
1410
New England Private Wealth Advisors
Massachusetts
$829K -$23K -829 -3%
DLHL
1411
Donald L. Hagan LLC
Florida
$827K
PWMAG
1412
Pinnacle Wealth Management Advisory Group
New Jersey
$825K +$19.4K +701 +3%
FUBT
1413
First United Bank & Trust
Maryland
$821K +$70.4K +2,542 +10%
SWM
1414
Segment Wealth Management
Texas
$815K +$78.9K +2,847 +12%
TA
1415
TMD & Associates
Arizona
$796K -$93.9K -3,389 -11%
QCG
1416
Quadrant Capital Group
Ohio
$796K +$105K +3,791 +16%
PCMK
1417
Paragon Capital Management (Kansas)
Kansas
$794K -$155K -5,598 -17%
CCM
1418
Coldstream Capital Management
Washington
$793K +$159K +5,728 +27%
HIM
1419
Hillsdale Investment Management
Ontario, Canada
$789K +$1.86K +67 +0.3%
GD
1420
Grandfield & Dodd
New York
$788K +$7.34K +265 +1%
HJGA
1421
Hardman Johnston Global Advisors
Connecticut
$786K
DWM
1422
Dorchester Wealth Management
Quebec, Canada
$784K -$20.1K -726 -3%
MWM
1423
Mission Wealth Management
California
$784K +$86.5K +3,123 +13%
SACTSONJ
1424
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$783K
SAM
1425
Sentinel Asset Management
Vermont
$783K +$293K +10,592 +67%

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.