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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
BWFM
1676
Bridgewater Wealth & Financial Management
Maryland
$356K +$333K +12,022 New
AW
1677
Alpha Windward
Massachusetts
$354K -$8.03K -290 -2%
OCM
1678
Oakwood Capital Management
California
$353K -$66K -2,384 -17%
JIM
1679
Jensen Investment Management
Oregon
$353K
VCM
1680
Vigilant Capital Management
Maine
$349K -$10.5K -380 -3%
PIM
1681
Profit Investment Management
Maryland
$349K
ECM
1682
EagleClaw Capital Management
Massachusetts
$345K
ACM
1683
Ashford Capital Management
Delaware
$344K
VFA
1684
Virtus Fund Advisers
Connecticut
$341K +$61.8K +2,231 +24%
CG
1685
Corundum Group
Colorado
$341K +$77.4K +2,795 +32%
BCM
1686
Blume Capital Management
California
$338K -$14.7K -529 -4%
GAM
1687
Gould Asset Management
California
$338K
OAM
1688
Occidental Asset Management
California
$337K
IIA
1689
IPG Investment Advisors
California
$337K -$31.9K -1,152 -9%
WCM
1690
Weik Capital Management
Pennsylvania
$334K -$125K -4,501 -28%
JWM
1691
Jacobus Wealth Management
Wisconsin
$334K +$3.66K +132 +1%
RPA
1692
Rock Point Advisors
Vermont
$329K +$4.02K +145 +1%
SHWM
1693
Smith & Howard Wealth Management
Georgia
$322K +$2.41K +87 +0.8%
SBWIC
1694
Schaper Benz & Wise Investment Counsel
Wisconsin
$321K -$11K -397 -4%
FAM
1695
Formidable Asset Management
Ohio
$321K +$6.43K +232 +2%
PIC
1696
Portland Investment Counsel
Ontario, Canada
$320K -$12K -434 -4%
EA
1697
Evanston Advisors
Illinois
$320K +$2.49K +90 +0.8%
HIC
1698
Harvey Investment Company
Kentucky
$318K
MPIA
1699
Mountain Pacific Investment Advisers
Idaho
$317K -$35K -1,262 -11%
CIS
1700
Capital International Sarl
California
$317K

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.