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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
AWA
1526
ARS Wealth Advisors
Florida
$585K +$101K +3,644 +23%
NG
1527
Northstar Group
New York
$581K -$35K -1,264 -6%
BBNB
1528
Baker Boyer National Bank
Washington
$580K -$22K -794 -4%
CFN
1529
Cordasco Financial Network
Florida
$579K
WPIC
1530
White Pine Investment Company
Michigan
$574K -$69.7K -2,516 -11%
PAS
1531
Professional Advisory Services
Florida
$572K
PCM
1532
Perritt Capital Management
Illinois
$572K +$16.3K +588 +3%
RC
1533
RBO & Co
California
$572K +$36.7K +1,324 +7%
PWAG
1534
Polaris Wealth Advisory Group
California
$567K -$534K -19,271 -50%
MBT
1535
Montecito Bank & Trust
California
$567K +$59.2K +2,139 +13%
LAM
1536
Lebenthal Asset Management
New York
$563K +$527K +19,026 New
LFR
1537
Lehman Financial Resources
Pennsylvania
$561K -$3.66K -132 -0.7%
OIM
1538
Orca Investment Management
Oregon
$559K +$30K +1,082 +6%
VCM
1539
Versant Capital Management
Arizona
$558K +$3.6K +130 +0.7%
VFP
1540
Verus Financial Partners
Virginia
$557K +$25.6K +923 +5%
CL
1541
Croft-Leominster
Maryland
$551K -$9.17K -331 -2%
SAM
1542
Security Asset Management
New York
$550K +$15K +540 +3%
NFG
1543
Nadler Financial Group
Illinois
$549K -$59.5K -2,148 -10%
BRA
1544
Bender Robert & Associates
California
$549K +$4.76K +172 +0.9%
PHAM
1545
Palisades Hudson Asset Management
Florida
$549K +$44.6K +1,609 +9%
IFS
1546
Ifrah Financial Services
Arkansas
$548K -$86.4K -3,118 -14%
CFS
1547
Commonwealth Financial Services
West Virginia
$547K -$125K -4,510 -20%
NBC
1548
Neuberger Berman Canada
Ontario, Canada
$547K +$512K +18,482 New
WP
1549
WMS Partners
Maryland
$546K +$4.93K +178 +1%
CCM
1550
Check Capital Management
California
$541K -$4.57K -165 -0.9%

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.