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2,415 hedge funds and large institutions have $73.6B invested in AT&T in 2024 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 983 increasing their positions, 1,039 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $1.04B | Put options by funds: $800M

5% more capital invested

Capital invested by funds: $70.2B → $73.6B (+$3.48B)

3% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 158

0% less ownership

Funds ownership: 58.25%58.25% (-0%)

5% less repeat investments, than reductions

Existing positions increased: 983 | Existing positions reduced: 1,039

1% less funds holding

Funds holding: 2,4442,415 (-29)

5% less funds holding in top 10

Funds holding in top 10: 4038 (-2)

Holders
2,415
Holders Change
-29
Holders Change %
-1.19%
% of All Funds
34.79%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.55%
New
162
Increased
983
Reduced
1,039
Closed
158
Calls
$1.04B
Puts
$800M
Net Calls
+$240M
Net Calls Change
-$85.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HAM
2501
Harmony Asset Management
Arizona
-$226K -13,498 Closed
RF
2502
RHS Financial
California
-$223K -13,310 Closed
PWP
2503
Private Wealth Partners
California
-$220K -13,124 Closed
MIM
2504
Moseley Investment Management
Florida
-$217K -12,946 Closed
CJFS
2505
Coulter & Justus Financial Services
Tennessee
-$212K -12,644 Closed
BWCS
2506
Beirne Wealth Consulting Services
Connecticut
-$212K -12,634 Closed
LODC
2507
Lanham O'Dell & Company
West Virginia
-$211K -12,548 Closed
ZF
2508
Zhang Financial
Michigan
-$202K -12,054 Closed
AWC
2509
Adamsbrown Wealth Consultants
Kansas
-$201K -11,959 Closed
HR
2510
Hardy Reed
Mississippi
-$200K -11,933 Closed
OIM
2511
Oder Investment Management
California
-$200K -11,895 Closed
RA
2512
Ruggaard & Associates
Ohio
-$195K -11,602 Closed
VCM
2513
Vivaldi Capital Management
Illinois
-$195K -11,561 Closed
OWA
2514
Opal Wealth Advisors
New York
-$194K -11,554 Closed
GC
2515
Gratus Capital
Georgia
-$192K -11,427 Closed
SWM
2516
Shakespeare Wealth Management
Wisconsin
-$187K -11,170 Closed
DI
2517
Disciplined Investments
Oklahoma
-$185K -11,035 Closed
SWM
2518
Stockman Wealth Management
Montana
-$185K -11,019 Closed
GA
2519
Greytown Advisors
Florida
-$184K -10,994 Closed
B
2520
Bensler
Washington
-$184K -10,981 Closed
PJSIMP
2521
P.J. Schmidt Investment Management (PJS)
Wisconsin
-$190K -10,978 Closed
SCM
2522
Semanteon Capital Management
Massachusetts
-$181K -10,770 Closed
WS
2523
Wela Strategies
Georgia
-$177K -10,571 Closed
CAM
2524
Campion Asset Management
Virginia
-$177K -10,541 Closed
TLFA
2525
True Link Financial Advisors
California
-$177K -10,519 Closed

T Hedge Fund Activity: Q1 2024 in Review

2,415 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2024, worth a combined $73.6B — up 5% from $70.2B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new T positions and 158 closed out — a net gain of 4 holders — while 983 added to existing stakes and 1,039 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $424M. The largest seller was Morgan Stanley, cutting an estimated $1.38B.

  • 2,415 institutional investors held AT&T (T) as of Q1 2024, down from 2,444 in Q4 2023.
  • Funds reported $73.6B of AT&T stock for Q1 2024, up 5% quarter-over-quarter.
  • 162 funds opened new AT&T positions in Q1 2024 and 158 closed out, a net change of +4 holders.
  • The largest AT&T buyer in Q1 2024 was Pacer Advisors, an estimated $424M added.
  • The largest AT&T seller in Q1 2024 was Morgan Stanley, an estimated $1.38B sold.

Based on aggregated 13F filings for Q1 2024.