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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
Jacobs Levy Equity Management
201
Jacobs Levy Equity Management
New Jersey
$54M +$5.34M +192,801 +12%
BTS
202
BB&T Securities
Virginia
$53.8M -$2.68M -96,597 -5%
Asset Management One
203
Asset Management One
Japan
$53.8M +$6.63M +239,227 +15%
GT
204
Glenmede Trust
Pennsylvania
$53.5M -$23M -832,175 -32%
KBC Group
205
KBC Group
Belgium
$53.3M +$12.1M +435,974 +32%
Luther King Capital Management (LKCM)
206
Luther King Capital Management (LKCM)
Texas
$51.9M +$311K +11,240 +0.6%
MMH
207
Menora Mivtachim Holdings
Israel
$51.5M +$20.4M +734,820 +73%
BCM
208
Becker Capital Management
Oregon
$51.5M -$570K -20,585 -1%
GF
209
Gabelli Funds
New York
$50.3M -$45.3M -1,634,621 -49%
RCM
210
Riverhead Capital Management
Delaware
$50.1M -$9.23M -333,226 -16%
NIPH
211
NN Investment Partners Holdings
Netherlands
$49.4M +$46.3M +1,670,851 New
CIC
212
Crawford Investment Counsel
Georgia
$48.8M -$949K -34,273 -2%
Janney Montgomery Scott
213
Janney Montgomery Scott
Pennsylvania
$48.1M +$3.79M +136,903 +9%
Citadel Advisors
214
Citadel Advisors
Florida
$47.6M -$11.1M -399,615 -20%
JMPWA
215
JP Morgan Private Wealth Advisors
California
$47.4M -$5.5M -198,448 -11%
Zurich Cantonal Bank
216
Zurich Cantonal Bank
Switzerland
$46.1M +$2.59M +93,660 +6%
Envestnet Asset Management
217
Envestnet Asset Management
Illinois
$45.9M +$4.52M +163,027 +12%
FIM
218
Foresters Investment Management
New York
$45.6M +$147K +5,296 +0.3%
CI
219
Conning Inc
Connecticut
$45.4M -$1.94M -70,121 -4%
MME
220
Meag Munich Ergo
Germany
$45.1M
AAF
221
Andra AP-fonden
Sweden
$44.2M -$1.2M -43,427 -3%
Jennison Associates
222
Jennison Associates
New York
$43M +$40.3M +1,453,461 New
URS
223
Utah Retirement Systems
Utah
$42.9M +$143K +5,164 +0.4%
CA
224
Commerzbank Aktiengesellschaft
Germany
$42M +$4M +144,297 +11%
BCM
225
Bridgeway Capital Management
Texas
$41.9M -$1.4M -50,471 -3%

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.