We are live on ! Find out more

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
TWMP
1851
Taylor Wealth Management Partners
Massachusetts
$72K +$55K +1,986 +442%
CAL
1852
Capital Advisors Ltd
Ohio
$70K
AIM
1853
Acrospire Investment Management
Illinois
$70K +$65.5K +2,366 New
KA
1854
Klingman & Associates
New York
$69K +$83 +3 +0.1%
SFG
1855
Sage Financial Group
Pennsylvania
$67K
AP
1856
Atwood & Palmer
Missouri
$66K +$14K +506 +30%
BCMIO
1857
Beacon Capital Management Inc (Ohio)
Ohio
$63K -$44.9K -1,622 -43%
CP
1858
Corbenic Partners
Pennsylvania
$59K +$11.6K +417 +26%
SA
1859
SRH Advisors
Kansas
$54K
TSU
1860
TD Securities (USA)
New York
$54K +$249 +9 +0.5%
SAM
1861
Shamrock Asset Management
Texas
$53K
JAM
1862
Jolley Asset Management
North Carolina
$50K +$46.6K +1,681 New
TRCT
1863
Tower Research Capital (TRC)
New York
$47K +$44.4K +1,603 New
WCM
1864
Wealthcare Capital Management
Virginia
$44K -$2.49K -90 -6%
MCM
1865
MV Capital Management
Maryland
$43K +$14.2K +513 +54%
CCMW
1866
Cypress Capital Management (Wyoming)
Wyoming
$39.2K
FWC
1867
First Washington Corp
Washington
$39K -$3.38M -122,073 -99%
IWC
1868
Integrated Wealth Counsel
California
$39K
OSAM
1869
O'Shaughnessy Asset Management
Connecticut
$35K -$7.38M -266,543 -100%
PHK
1870
Point72 Hong Kong
Hong Kong
$35K +$29.4K +1,060 +803%
PCP
1871
Proficio Capital Partners
Massachusetts
$34K +$9K +325 +39%
AIC
1872
Ayalon Insurance Company
Israel
$32K
BL
1873
Balentine LLC
Georgia
$30K
OAJ
1874
Ogorek Anthony Joseph
New York
$29K
NHFG
1875
New Harbor Financial Group
Massachusetts
$28K

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.