We are live on ! Find out more

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
WA
1601
Wealth Architects
California
$452K +$6.15K +222 +1%
NB
1602
Nicolet Bankshares
Wisconsin
$449K +$3.85K +139 +0.9%
CAW
1603
Cornerstone Advisors (Washington)
Washington
$448K +$221K +7,993 +112%
WP
1604
Wedgewood Partners
Missouri
$447K +$419K +15,115 New
FPCP
1605
Fort Point Capital Partners
California
$445K -$223K -8,056 -35%
BFC
1606
Blue Fin Capital
Rhode Island
$444K -$82.5K -2,979 -17%
GIP
1607
Greatmark Investment Partners
Georgia
$444K
AWA
1608
Arete Wealth Advisors
Illinois
$444K +$17.7K +640 +4%
RDM
1609
Retirement Design & Management
Connecticut
$443K -$7.34K -265 -2%
SGA
1610
Strategic Global Advisors
California
$443K
RCM
1611
Reynolds Capital Management
Nevada
$443K +$414K +14,961 New
CAM
1612
Concorde Asset Management
Michigan
$442K -$66.3K -2,392 -14%
ANBT
1613
American National Bank & Trust
Texas
$441K -$2.49K -90 -0.6%
IOOF
1614
Independent Order of Foresters
Ontario, Canada
$441K
HHGA
1615
Halbert Hargrove Global Advisors
California
$437K -$36.1K -1,302 -8%
AIP
1616
ARS Investment Partners
New York
$437K
CFA
1617
Cahill Financial Advisors
Minnesota
$435K +$113K +4,091 +39%
GT
1618
Greenleaf Trust
Michigan
$434K -$22.6K -816 -5%
TCOO
1619
Trust Company of Oklahoma
Oklahoma
$433K -$50.4K -1,821 -11%
SFS
1620
Summit Financial Strategies
Ohio
$432K +$405K +14,614 New
TDC
1621
Thompson Davis & Co
Virginia
$430K -$116K -4,190 -22%
HAM
1622
Highstreet Asset Management
Ontario, Canada
$429K -$1.07M -38,779 -73%
HP
1623
HT Partners
Connecticut
$429K
AIM
1624
Acropolis Investment Management
Missouri
$428K +$34.6K +1,251 +8%
SDWMA
1625
Schneider Downs Wealth Management Advisors
Pennsylvania
$424K +$15.3K +551 +4%

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.