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2,604 hedge funds and large institutions have $111B invested in AT&T in 2021 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 1,125 increasing their positions, 1,131 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 118

16% more funds holding in top 10

Funds holding in top 10: 6778 (+11)

4% more capital invested

Capital invested by funds: $107B → $111B (+$4.28B)

0% more funds holding

Funds holding: 2,5952,604 (+9)

0.43% less ownership

Funds ownership: 68.83%68.4% (-0.43%)

1% less repeat investments, than reductions

Existing positions increased: 1,125 | Existing positions reduced: 1,131

4% less call options, than puts

Call options by funds: $2.18B | Put options by funds: $2.29B

Holders
2,604
Holders Change
+9
Holders Change %
+0.35%
% of All Funds
45.72%
Holding in Top 10
78
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.42%
% of All Funds
1.37%
New
160
Increased
1,125
Reduced
1,131
Closed
118
Calls
$2.18B
Puts
$2.29B
Net Calls
-$102M
Net Calls Change
-$45.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
2501
Bellwether Advisors
Nebraska
$85K +$19.1K +862 +30%
FMTCOCP
2502
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$83K
HIM
2503
Hillsdale Investment Management
Ontario, Canada
$82K +$72.9K +3,297 +1,186%
CAL
2504
Capital Advisors Ltd
Ohio
$81K
VCM
2505
Vigilant Capital Management
Maine
$79K -$47.2K -2,133 -38%
AFS
2506
Annapolis Financial Services
Maryland
$77K +$531 +24 +0.7%
AS
2507
Altshuler Shaham
Israel
$75K -$22.7K -1,028 -24%
Nisa Investment Advisors
2508
Nisa Investment Advisors
Missouri
$73.8K -$2.64M -119,268 -4%
DI
2509
Disciplined Investments
Oklahoma
$71K +$51K +2,306 +291%
NG
2510
NWK Group
California
$70K
AIG
2511
American International Group
New York
$69.8K +$2.87M +129,692 +4%
AIA
2512
Arcadia Investment Advisors
Idaho
$68.9K +$464 +21 +0.7%
TFA
2513
Toth Financial Advisory
Virginia
$68K +$41.6K +1,880 +172%
MSE
2514
MUFG Securities EMEA
United Kingdom
$67K -$288K -13,024 -82%
FEG
2515
Financial Enhancement Group
Indiana
$66K -$4.2K -190 -6%
AP
2516
Atwood & Palmer
Missouri
$64K +$57K +2,580 +1,093%
TFIPS
2517
Towarzystwo Funduszy Inwestycyjnych PZU SA
$62K -$23.4K -1,059 -28%
RFMS
2518
RWQ Financial Management Services
Florida
$61K -$1.38M -62,294 -96%
TAM
2519
Tucker Asset Management
Colorado
$58.3K
MAM
2520
McCarthy Asset Management
California
$58K +$906 +41 +2%
SA
2521
SRH Advisors
Kansas
$57K
SCA
2522
Stuart Chaussee & Associates
California
$57K
BHWM
2523
Bay Harbor Wealth Management
Maryland
$55K -$197K -8,907 -79%
RBC
2524
Roble Belko & Company
Pennsylvania
$55K +$9.51K +430 +22%
ST
2525
Sageworth Trust
Pennsylvania
$52K

T Hedge Fund Activity: Q1 2021 in Review

2,604 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2021, worth a combined $111B — up 4% from $107B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new T positions and 118 closed out — a net gain of 42 holders — while 1,125 added to existing stakes and 1,131 trimmed.

The largest buyer was Franklin Resources, adding an estimated $434M. The largest seller was Loomis, Sayles & Company, cutting an estimated $714M.

  • 2,604 institutional investors held AT&T (T) as of Q1 2021, up from 2,595 in Q4 2020.
  • Funds reported $111B of AT&T stock for Q1 2021, up 4% quarter-over-quarter.
  • 160 funds opened new AT&T positions in Q1 2021 and 118 closed out, a net change of +42 holders.
  • The largest AT&T buyer in Q1 2021 was Franklin Resources, an estimated $434M added.
  • The largest AT&T seller in Q1 2021 was Loomis, Sayles & Company, an estimated $714M sold.

Based on aggregated 13F filings for Q1 2021.