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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
HCM
1726
Highlander Capital Management
New Jersey
$289K
AAM
1727
Autus Asset Management
Arizona
$289K +$4.04K +146 +2%
GC
1728
Gratry & Company
Ohio
$285K +$267K +9,625 New
MCM
1729
McMillion Capital Management
North Carolina
$284K -$131K -4,713 -33%
IHL
1730
Investment House LLC
California
$284K +$18.7K +675 +8%
SIG
1731
Schaller Investment Group
North Carolina
$283K
PCMC
1732
Paragon Capital Management (Colorado)
Colorado
$281K +$47.3K +1,709 +22%
BA
1733
Bristlecone Advisors
Washington
$280K +$15.4K +556 +6%
Flossbach Von Storch
1734
Flossbach Von Storch
Germany
$280K
HCM
1735
Hilton Capital Management
New York
$279K +$9.92K +358 +4%
BCM
1736
Boyle Capital Management
Iowa
$278K
SS
1737
Sunbelt Securities
Texas
$278K +$1.69K +61 +0.7%
TC
1738
TradeLink Capital
Illinois
$277K +$260K +9,374 New
FPB
1739
First PREMIER Bank
South Dakota
$276K +$12.7K +457 +5%
BWA
1740
Burt Wealth Advisors
Maryland
$276K +$32.6K +1,178 +14%
SEC
1741
Seven Eight Capital
New York
$276K +$259K +9,342 New
Aristotle Capital Management
1742
Aristotle Capital Management
California
$275K
JMFC
1743
J.M. Forbes & Co
Massachusetts
$275K +$27K +974 +12%
CIP
1744
Capital Insight Partners
Arizona
$275K +$257K +9,291 New
NP
1745
NorthRock Partners
Minnesota
$274K -$95.6K -3,453 -27%
SSG
1746
Summit Securities Group
New York
$274K +$256K +9,259 New
SRCM
1747
Swift Run Capital Management
Virginia
$271K
WHI
1748
William Harris Investors
Illinois
$271K
FA
1749
Financial Advantage
Maryland
$270K +$4.02K +145 +2%
NFC
1750
Northeast Financial Consultants
Connecticut
$269K

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.