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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
SIM
1451
Sonora Investment Management
Arizona
$725K +$251K +9,064 +56%
ADL
1452
Asset Dedication LLC
California
$723K -$166K -5,982 -20%
WA
1453
Waverly Advisors
Alabama
$722K -$15.9K -575 -2%
EAMA
1454
EFG Asset Management (Americas)
Florida
$717K +$108K +3,899 +20%
FCH
1455
Freestone Capital Holdings
Washington
$708K -$179K -6,448 -21%
MWP
1456
Moller Wealth Partners
$708K -$6.23K -225 -0.9%
Handelsbanken Fonder
1457
Handelsbanken Fonder
Sweden
$707K -$25.2M -909,780 -97%
PIM
1458
Parasol Investment Management
Illinois
$707K -$27.6K -998 -4%
IIC
1459
Integrated Investment Consultants
Michigan
$707K
ERIM
1460
Eagle Ridge Investment Management
Connecticut
$707K +$63.6K +2,296 +11%
NIM
1461
Nexus Investment Management
Ontario, Canada
$706K
IWA
1462
Inspirion Wealth Advisors
Illinois
$705K +$39.7K +1,433 +6%
GHA
1463
GW Henssler & Associates
Georgia
$704K -$161K -5,813 -20%
GAM
1464
Garrison Asset Management
Arkansas
$704K +$39.8K +1,438 +6%
MSTVIM
1465
Messner & Smith Theme Value Investment Management
California
$703K +$18.3K +662 +3%
CYG
1466
Clean Yield Group
Vermont
$701K
FC
1467
Financial Consulate
Maryland
$699K +$116K +4,192 +22%
WA
1468
Winfield Associates
Ohio
$696K +$287K +10,369 +79%
RC
1469
Reik & Co
New York
$695K -$40.2K -1,451 -6%
HIIFS
1470
Harel Insurance Investments & Financial Services
Israel
$695K +$212K +7,641 +48%
CCM
1471
Cohen Capital Management
California
$692K
PV
1472
Private Vista
Illinois
$687K
FWM
1473
Focused Wealth Management
New York
$686K -$14.7K -530 -2%
SIG
1474
Schooner Investment Group
Pennsylvania
$683K +$91.7K +3,310 +17%
STB
1475
S&T Bank
Pennsylvania
$680K -$66K -2,383 -9%

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.