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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
AEPG
1701
American Economic Planning Group
New Jersey
$317K +$22.1K +799 +8%
VST
1702
Van Strum & Towne
California
$316K
JSAM
1703
J. Safra Asset Management
New York
$315K +$295K +10,661 New
ECM
1704
Exchange Capital Management
Michigan
$314K -$9.75K -352 -3%
CWM
1705
Confluence Wealth Management
Oregon
$314K +$12.3K +443 +4%
MIHAS
1706
Maj Invest Holding A/S
Denmark
$313K
QC
1707
QCM Cayman
Texas
$313K +$293K +10,571 New
AWM
1708
Avior Wealth Management
Nebraska
$307K +$98.2K +3,544 +52%
FC
1709
Fairpointe Capital
Illinois
$306K -$64.8K -2,340 -18%
PCA
1710
Peddock Capital Advisors
Massachusetts
$306K
SM
1711
Sciencast Management
New Jersey
$306K +$286K +10,327 New
HI
1712
Hendershot Investments
Virginia
$305K -$5.51K -199 -2%
Kovitz Investment Group Partners
1713
Kovitz Investment Group Partners
Illinois
$305K +$286K +10,322 New
SAMC
1714
Spectrum Asset Management (California)
California
$303K -$14.7K -529 -5%
SDJVC
1715
St. Denis J. Villere & Co
Louisiana
$301K
RPGK
1716
Retirement Planning Group (Kansas)
Kansas
$301K +$18.6K +671 +7%
IP
1717
Isthmus Partners
Wisconsin
$300K -$1.41K -51 -0.5%
MCA
1718
Morris Capital Advisors
Pennsylvania
$300K +$28.4K +1,027 +11%
VCM
1719
Vision Capital Management
Oregon
$299K +$36.7K +1,324 +15%
KM
1720
Kalos Management
Georgia
$297K +$288K +10,403 New
GWM
1721
Greenwich Wealth Management
Connecticut
$295K +$276K +9,966 New
TFF
1722
The Family Firm
Maryland
$294K -$27.4K -991 -9%
CPIG
1723
Chicago Partners Investment Group
Illinois
$294K +$53K +1,912 +24%
LCM
1724
Liberty Capital Management
Michigan
$293K +$17.6K +634 +7%
FAM
1725
Fenimore Asset Management
New York
$289K

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.