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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
CA
1626
CapWealth Advisors
Tennessee
$423K +$4.76K +172 +1%
SC
1627
Stratford Consulting
Texas
$422K +$3.52K +127 +0.9%
SFG
1628
StrategIQ Financial Group
Indiana
$422K +$56.5K +2,041 +17%
RHJA
1629
Rice Hall James & Associates
California
$419K -$8.5K -307 -2%
CA
1630
Cornerstone Advisory
Maryland
$419K -$8.09K -292 -2%
LA
1631
Lau Associates
Delaware
$419K
SAM
1632
Shikiar Asset Management
New York
$418K -$183K -6,615 -32%
HPWM
1633
Highland Private Wealth Management
Washington
$417K +$391K +14,114 New
HCM
1634
Highbridge Capital Management
New York
$415K +$389K +14,034 New
SKK
1635
Shepherd Kaplan Krochuk
Massachusetts
$414K
RCWMU
1636
Rothschild & Co Wealth Management (UK)
United Kingdom
$411K
CRC
1637
Curi RMB Capital
Illinois
$401K +$65.1K +2,351 +21%
SC
1638
Saturna Capital
Washington
$400K
SFM
1639
Signature Financial Management
Virginia
$397K -$181K -6,521 -33%
HCIA
1640
Hochman Cole Investment Advisors
Illinois
$395K
KL
1641
Kinsight LLC
Alabama
$394K -$11.9K -428 -3%
BEAM
1642
Baker Ellis Asset Management
Washington
$394K +$16.4K +591 +5%
CCM
1643
Condor Capital Management
New Jersey
$393K +$4.26K +154 +1%
BPCA
1644
Bank Pictet & Cie (Asia)
Singapore
$392K
CIC
1645
Canal Insurance Company
South Carolina
$392K
FCT
1646
Family Capital Trust
Massachusetts
$390K +$22.9K +827 +7%
SBL
1647
Sargent Bickham Lagudis
Colorado
$389K +$365K +13,161 New
CAAS
1648
Capital Asset Advisory Services
Michigan
$388K +$2.22K +80 +0.6%
KAM
1649
Keeley Asset Management
Illinois
$388K +$363K +13,114 New
NED
1650
Nancy E. Dempze
$387K -$33K -1,192 -8%

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.