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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
AI
1501
ArchPoint Investors
Florida
$639K -$110K -3,972 -16%
MCM
1502
McKinley Capital Management
Alaska
$639K -$14.4K -520 -2%
AWM
1503
AllSquare Wealth Management
New York
$639K +$2.22K +80 +0.4%
PCM
1504
Pointe Capital Management
Michigan
$638K +$112K +4,029 +23%
HA
1505
Harfst & Associates
Wyoming
$632K +$214K +7,740 +57%
FDCC
1506
Foster Dykema Cabot & Co
Massachusetts
$631K -$34K -1,227 -5%
ACM
1507
Armbruster Capital Management
New York
$629K
BWM
1508
Baystate Wealth Management
Massachusetts
$629K +$80.4K +2,903 +16%
MA
1509
MCF Advisors
Kentucky
$622K +$9.31K +336 +2%
GIM
1510
Greylin Investment Management
Virginia
$621K
IFB
1511
iAB Financial Bank
Indiana
$620K +$44K +1,589 +8%
PL
1512
Parkwood LLC
Ohio
$617K +$85.1K +3,072 +17%
ODCM
1513
Old Dominion Capital Management
Virginia
$617K +$578K +20,868 New
CC
1514
Cadinha & Co
Hawaii
$616K
PFG
1515
Piershale Financial Group
Illinois
$611K +$1.99K +72 +0.3%
CAM
1516
Congress Asset Management
Massachusetts
$609K +$112K +4,055 +25%
QAM
1517
QCI Asset Management
New York
$606K -$1.11K -40 -0.2%
SCM
1518
Stonehearth Capital Management
Massachusetts
$605K +$35.9K +1,296 +7%
NPT
1519
Nixon Peabody Trust
Massachusetts
$604K
DBT
1520
Dubuque Bank & Trust
Iowa
$599K +$75.6K +2,730 +16%
CW
1521
Cobiz Wealth
Colorado
$598K -$102K -3,699 -15%
PAG
1522
Pinnacle Advisory Group
Maryland
$595K +$17K +613 +3%
AWMS
1523
Advocacy Wealth Management Services
Georgia
$588K -$233K -8,429 -30%
PNAA
1524
Pictet North America Advisors
Switzerland
$588K +$550K +19,860 New
PVH
1525
Psagot Value Holdings
Israel
$588K +$550K +19,865 New

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.