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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
TCM
1801
TD Capital Management
Tennessee
$206K
CM
1802
Cornerstone Management
Georgia
$206K +$192K +6,948 New
LCM
1803
Leisure Capital Management
California
$205K -$25.4K -917 -12%
TIM
1804
Tortoise Investment Management
New York
$205K
FIB
1805
First Interstate Bank
Montana
$205K +$1.58K +57 +0.8%
PS
1806
Portfolio Solutions
Michigan
$204K +$191K +6,895 New
CC
1807
Cedar Capital
Illinois
$203K +$190K +6,870 New
MCM
1808
Marathon Capital Management
Maryland
$203K +$190K +6,874 New
PC
1809
Peavine Capital
Nevada
$202K +$189K +6,836 New
HI
1810
Horizon Investments
North Carolina
$200K +$187K +6,750 New
CA
1811
Continental Advisors
Utah
$200K +$187K +6,760 New
DPA
1812
Delphi Private Advisors
California
$197K -$4.74K -171 -3%
PH
1813
Pinnacle Holdings
Oklahoma
$197K -$62.3K -2,251 -25%
FMA
1814
FNY Managed Accounts
New York
$196K -$367K -13,240 -67%
SHJ
1815
Sharkey, Howes & Javer
Colorado
$192K
JAM
1816
JCIC Asset Management
Ontario, Canada
$190K
VHAM
1817
Van Hulzen Asset Management
California
$190K +$66.2K +2,391 +59%
CHP
1818
Cable Hill Partners
Oregon
$188K +$1.83K +66 +1%
DOA
1819
D'Orazio & Associates
Virginia
$180K +$20.8K +752 +14%
RFWA
1820
RPg Family Wealth Advisory
Massachusetts
$172K +$61.1K +2,206 +61%
KLI
1821
Kelman-Lazarov Inc
Tennessee
$161K +$152K +5,475 New
SC
1822
SRB Corp
Massachusetts
$149K +$139K +5,021 New
JFA
1823
JNBA Financial Advisors
Minnesota
$142K -$6.54K -236 -5%
CGH
1824
Cleary Gull Holdings
Wisconsin
$139K +$92.2K +3,328 +241%
IR
1825
Invictus RG
Bermuda
$138K +$93.9K +3,390 +267%

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.