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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
KLWA
1826
Kelly Lawrence W & Associates
California
$133K -$36.7K -1,324 -23%
FPFS
1827
First Personal Financial Services
North Carolina
$133K +$15.4K +556 +14%
NEAM
1828
New England Asset Management
Connecticut
$132K
RPG
1829
Risk Paradigm Group
Texas
$131K -$3.05K -110 -2%
APSP
1830
Asset Planning Services (Pennsylvania)
Pennsylvania
$129K
FMP
1831
Financial Management Professionals
Texas
$119K +$138 +5 +0.1%
USGIU
1832
U.S. Global Investors (USGI)
Texas
$118K
LWM
1833
LBA Wealth Management
Florida
$111K -$62.5K -2,255 -38%
RAM
1834
Riggs Asset Management
Pennsylvania
$111K
DMK
1835
David M. Knott
$107K
RBC
1836
Roble Belko & Company
Pennsylvania
$98K +$7.01K +253 +8%
SFFS
1837
Stonehage Fleming Financial Services
Jersey
$98K +$29.3K +1,059 +47%
DIA
1838
Davidson Investment Advisors
Montana
$97K +$36.7K +1,324 +67%
MS
1839
Marshall & Sullivan
Washington
$92K -$776 -28 -0.9%
WA
1840
WealthTrust-Arizona
Arizona
$91K -$1.55K -56 -2%
MUS
1841
Mitsubishi UFJ Securities
Japan
$91K +$85.1K +3,072 New
TCCM
1842
Timber Creek Capital Management
Massachusetts
$88K -$7.59K -274 -8%
TFO
1843
Tarbox Family Office
California
$85K +$1.02K +37 +1%
CFG
1844
CKW Financial Group
Hawaii
$81K
LOT
1845
Lombard Odier Transatlantic
Quebec, Canada
$81K
CWM
1846
Cranbrook Wealth Management
Michigan
$79K
RGI
1847
River Global Investors
United Kingdom
$78K +$18.3K +662 +33%
VIM
1848
Veritas Investment Management
United Kingdom
$78K +$38.4K +1,385 +110%
N
1849
Nuveen
North Carolina
$77.7K +$6.82M +246,164 +10%
AFIA
1850
America First Investment Advisors
Nebraska
$77K +$62.5K +2,258 +672%

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.