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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
BWM
1651
Braver Wealth Management
Massachusetts
$384K +$360K +12,980 New
RIG
1652
Roosevelt Investment Group
New York
$382K -$1.17M -42,201 -77%
AA
1653
AlphaMark Advisors
Kentucky
$381K +$195K +7,050 +121%
AF
1654
Affiance Financial
Minnesota
$380K +$123K +4,438 +53%
DWM
1655
Dakota Wealth Management
Florida
$379K -$35.6K -1,285 -9%
EWM
1656
Evermay Wealth Management
Virginia
$379K +$28 +1 +0%
HC
1657
Hendley & Co
Ohio
$378K
SIG
1658
Stanford Investment Group
California
$376K +$186K +6,730 +112%
MWM
1659
Merriman Wealth Management
Washington
$375K +$351K +12,676 New
MWM
1660
MinichMacGregor Wealth Management
New York
$374K +$24.7K +893 +8%
MMA
1661
Miracle Mile Advisors
California
$374K +$350K +12,631 New
FBA
1662
Front Barnett Associates
Illinois
$373K +$14.1K +508 +4%
CIP
1663
Cornerstone Investment Partners
Georgia
$372K -$3.66K -132 -1%
DLG
1664
Daniel L. Goodwin
$372K
BMM
1665
Berkshire Money Management
Massachusetts
$372K +$3.71K +134 +1%
AWP
1666
Ascent Wealth Partners
New York
$368K +$6.76K +244 +2%
LFG
1667
LifePlan Financial Group
Ohio
$367K -$2.35K -85 -0.7%
VNA
1668
VNBTrust National Association
Virginia
$367K +$18.1K +655 +6%
VWM
1669
Vector Wealth Management
Minnesota
$366K -$79K -2,852 -19%
RWG
1670
Regal Wealth Group
California
$366K +$720 +26 +0.2%
BWM
1671
Biltmore Wealth Management
Arizona
$365K +$66K +2,383 +24%
NYLT
1672
New York Life Trust
New York
$364K -$222 -8 -0.1%
SLT
1673
St Louis Trust
Missouri
$358K +$335K +12,103 New
CWM
1674
Cedar Wealth Management
California
$358K +$336K +12,113 New
OFS
1675
Orrstown Financial Services
Pennsylvania
$357K +$5.96K +215 +2%

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.