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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$14.7B +$568M +20,503,059 +4%
State Street
2
State Street
Massachusetts
$10.1B +$21.4M +773,768 +0.2%
ETC
3
Evercore Trust Company
New York
$7.97B +$33.6M +1,212,868 +0.5%
BIT
4
BlackRock Institutional Trust
California
$6.36B +$24.1M +869,393 +0.4%
Capital Research Global Investors
5
Capital Research Global Investors
California
$3.65B -$380M -13,722,196 -10%
BFA
6
BlackRock Fund Advisors
California
$3.12B +$52M +1,876,773 +2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$2.98B +$196M +7,077,684 +8%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$2.78B -$232M -8,387,257 -8%
Northern Trust
9
Northern Trust
Illinois
$2.77B +$16M +576,131 +0.6%
Bank of America
10
Bank of America
North Carolina
$2.47B +$139M +5,014,422 +6%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$2.04B +$43.1M +1,556,278 +2%
Norges Bank
12
Norges Bank
Norway
$2.04B +$31.3M +1,128,617 +2%
BG
13
BlackRock Group
United Kingdom
$1.92B -$32.3M -1,166,054 -2%
Wells Fargo
14
Wells Fargo
California
$1.5B +$60.3M +2,175,828 +4%
Legal & General Group
15
Legal & General Group
United Kingdom
$1.34B +$765K +27,623 +0.1%
JP Morgan Chase
16
JP Morgan Chase
New York
$1.29B -$47.7M -1,721,814 -4%
Capital World Investors
17
Capital World Investors
California
$1.27B +$164M +5,928,078 +16%
Morgan Stanley
18
Morgan Stanley
New York
$1.22B +$63.1M +2,278,571 +6%
State Farm Mutual Automobile Insurance
19
State Farm Mutual Automobile Insurance
Illinois
$1.17B
Nordea Investment Management
20
Nordea Investment Management
Sweden
$973M +$88.1M +3,181,566 +11%
Invesco
21
Invesco
Georgia
$972M +$76.8M +2,773,393 +9%
LSV Asset Management
22
LSV Asset Management
Illinois
$970M -$9.15M -330,308 -1%
Goldman Sachs
23
Goldman Sachs
New York
$968M +$33.3M +1,202,169 +4%
TCIM
24
TIAA CREF Investment Management
New York
$941M +$100M +3,619,036 +13%
Deutsche Bank
25
Deutsche Bank
Germany
$926M -$117M -4,238,795 -12%

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.