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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
CGL
1476
Clarius Group LLC
Washington
$679K +$23.8K +860 +4%
SCG
1477
Sonata Capital Group
Washington
$678K -$49.4K -1,783 -7%
SM
1478
Salzhauer Michael
$677K
EIA
1479
Edgemoor Investment Advisors
Maryland
$676K -$33.8K -1,222 -5%
BPB
1480
Badgley, Phelps & Bell
Washington
$676K +$2.58K +93 +0.4%
TWI
1481
Thomas White International
Illinois
$675K +$632K +22,823 New
HCC
1482
Hirtle Callaghan & Co
Pennsylvania
$674K +$631K +22,773 New
CI
1483
Capital International
California
$670K
CBTWT
1484
Community Bank & Trust (Waco, Texas)
Texas
$669K -$29.3K -1,059 -4%
TCM
1485
Tradition Capital Management
New Jersey
$669K +$582 +21 +0.1%
CWA
1486
Cypress Wealth Advisors
California
$667K +$131K +4,723 +27%
MF
1487
Magnetar Financial
Illinois
$664K +$622K +22,448 New
MIP
1488
Marietta Investment Partners
Wisconsin
$660K
CFSG
1489
Community Financial Services Group
Vermont
$654K -$56K -2,022 -8%
JIP
1490
Jaffetilchin Investment Partners
Florida
$654K +$141K +5,108 +30%
AWM
1491
Affinity Wealth Management
Delaware
$653K
CFA
1492
Camarda Financial Advisors
Florida
$653K +$208K +7,525 +52%
BONST
1493
Bank of Nova Scotia Trust
Ontario, Canada
$652K -$1.02M -36,973 -63%
PWM
1494
Perigon Wealth Management
California
$652K
TNAM
1495
Terra Nova Asset Management
New York
$651K +$98.1K +3,542 +19%
LJHT
1496
Laurie J. Hall Trustee
$650K -$34.9K -1,259 -5%
CTB
1497
Country Trust Bank
Illinois
$648K -$5.29K -191 -0.9%
FHB
1498
First Hawaiian Bank
Hawaii
$648K +$49.1K +1,774 +9%
SIM
1499
SSI Investment Management
California
$647K -$166 -6 -0%
PAM
1500
Peak Asset Management
Colorado
$647K

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.