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
LWA
1876
Lenox Wealth Advisors
New York
$27K -$5.93K -214 -19%
PFO
1877
Pathstone Family Office
New Jersey
$27K +$25.1K +908 New
UFA
1878
US Financial Advisors
Massachusetts
$25K -$109K -3,919 -82%
RCG
1879
Ruggie Capital Group
Florida
$25K +$23.7K +855 New
MIM
1880
Macroview Investment Management
Maryland
$21K -$6.07K -219 -24%
PO
1881
Private Ocean
California
$19K
IF
1882
Ironwood Financial
Arizona
$15K +$13.8K +500 New
CIM
1883
Contravisory Investment Management
Massachusetts
$14K
CG
1884
Cutler Group
California
$13K +$12.9K +465 New
BC
1885
Barnett & Company
Tennessee
$7K +$6.15K +222 New
VIA
1886
Vident Investment Advisory
Georgia
$5.25K +$2.44M +88,016 +98%
HW
1887
Hancock Whitney
Mississippi
$4.94K +$298K +10,745 +7%
RMPWM
1888
Rocky Mountain Private Wealth Management
Texas
$4K
DSN
1889
D. Scott Neal
Kentucky
$4K +$2.1K +76 +136%
SGAM
1890
Smith Group Asset Management
Texas
$3K
MIM
1891
Marco Investment Management
Georgia
$2.81K +$114K +4,108 +5%
LP
1892
LMR Partners
United Kingdom
$2.41K +$2.26M +81,454 New
OCM
1893
One Capital Management
California
$2.31K -$1.02K -37 -0%
EWM
1894
Endurance Wealth Management
Rhode Island
$1.07K
SLF
1895
Sun Life Financial
Ontario, Canada
$772 -$263K -9,483 -27%
PCM
1896
Penserra Capital Management
California
$33 +$10.6K +381 +50%
Berkshire Hathaway
1897
Berkshire Hathaway
Nebraska
-$1.6B -61,668,131 Closed
CWM
1898
CIBC World Markets
New York
-$126M -4,859,080 Closed
Swedbank
1899
Swedbank
Sweden
-$80.2M -3,056,148 Closed
BGIM
1900
Brandywine Global Investment Management
Pennsylvania
-$53M -2,040,767 Closed

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.