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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
B
1751
Bailard
California
$269K +$252K +9,085 New
EA
1752
Elm Advisors
California
$263K -$10.5K -380 -4%
AWMG
1753
Alliance Wealth Management Group
New Jersey
$263K
WBG
1754
Wharton Business Group
Pennsylvania
$263K +$6.34K +229 +3%
SMG
1755
Spectrum Management Group
Indiana
$261K +$192K +6,930 +365%
FM
1756
Family Management
New York
$260K -$16.4K -592 -6%
ABP
1757
Arthur B. Page
$259K +$16.2K +584 +7%
TCM
1758
Tradewinds Capital Management
Washington
$257K +$83 +3 +0%
PCMM
1759
Private Capital Management (Minnesota)
Minnesota
$255K -$293K -10,592 -55%
BCM
1760
BTC Capital Management
Iowa
$255K -$6.62K -239 -3%
AC
1761
Addison Capital
Pennsylvania
$255K +$83 +3 +0%
MFT
1762
Moisand Fitzgerald Tamayo
Florida
$253K -$2.63K -95 -1%
PA
1763
Planning Alternatives
Michigan
$253K
LWM
1764
Lenox Wealth Management
Ohio
$251K +$92.9K +3,354 +65%
ECM
1765
Evergreen Capital Management
Washington
$250K
QSS
1766
Quantitative Systematic Strategies
Florida
$249K +$233K +8,399 New
CL
1767
CIM LLC
New York
$248K
HM
1768
Harvest Management
New York
$247K
BSWMG
1769
Barrington Strategic Wealth Management Group
Illinois
$246K -$64.7K -2,335 -22%
RIM
1770
Reliant Investment Management
Tennessee
$244K +$10.5K +379 +5%
CCMINC
1771
Cardinal Capital Management Inc (North Carolina)
North Carolina
$244K +$229K +8,255 New
MFW
1772
Meristem Family Wealth
Minnesota
$243K
FC
1773
Fayerweather Charles
$242K
AMM
1774
American Money Management
California
$241K -$21.3K -768 -9%
GA
1775
Gateway Advisory
New Jersey
$239K +$223K +8,062 New

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.