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2,594 hedge funds and large institutions have $107B invested in AT&T in 2020 Q4 according to their latest regulatory filings, with 326 funds opening new positions, 921 increasing their positions, 1,209 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 326 | Existing positions closed: 111

7% more funds holding

Funds holding: 2,4202,594 (+174)

1% more capital invested

Capital invested by funds: $107B → $107B (+$626M)

0.7% less ownership

Funds ownership: 69.53%68.83% (-0.7%)

2% less call options, than puts

Call options by funds: $2.49B | Put options by funds: $2.54B

16% less funds holding in top 10

Funds holding in top 10: 8067 (-13)

24% less repeat investments, than reductions

Existing positions increased: 921 | Existing positions reduced: 1,209

Holders
2,594
Holders Change
+174
Holders Change %
+7.19%
% of All Funds
45.9%
Holding in Top 10
67
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-16.25%
% of All Funds
1.19%
New
326
Increased
921
Reduced
1,209
Closed
111
Calls
$2.49B
Puts
$2.54B
Net Calls
-$56.1M
Net Calls Change
+$440M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
2526
Horizon Financial Services
North Carolina
$38K -$36.1K -1,674 -49%
AA
2527
AlphaMark Advisors
Kentucky
$36K -$20K -927 -36%
CWAF
2528
Core Wealth Advisors (Florida)
Florida
$36K +$33.5K +1,553 +1,569%
SSC
2529
Syverson Strege & Co
Iowa
$35K +$34.4K +1,593 New
RDFA
2530
Ritter Daniher Financial Advisory
Ohio
$35K +$34.6K +1,606 New
AW
2531
Avion Wealth
Texas
$34K -$10.9K -506 -24%
CIM
2532
Contravisory Investment Management
Massachusetts
$34K
TCWA
2533
Ten Capital Wealth Advisors
Washington
$34K +$34.1K +1,582 New
IHWM
2534
Iron Horse Wealth Management
Iowa
$31K +$30.9K +1,435 New
MIM
2535
Meridiem Investment Management
United Kingdom
$31K +$31K +1,437 New
CDIA
2536
Capital Directions Investment Advisors
Georgia
$29K -$14.3K -662 -33%
GC
2537
Grace Capital
Massachusetts
$29K
CPFP
2538
Clear Perspectives Financial Planning
Ohio
$29K +$28.6K +1,324 New
BAMG
2539
Brand Asset Management Group
Missouri
$28K -$136K -6,291 -83%
FPW
2540
Flagship Private Wealth
Massachusetts
$27K +$26.4K +1,226 New
SFA
2541
Semmax Financial Advisors
North Carolina
$25K -$4.7K -218 -16%
ACM
2542
AUA Capital Management
Pennsylvania
$25K
CWM
2543
Curi Wealth Management
North Carolina
$25K +$25.1K +1,164 New
TFA
2544
Toth Financial Advisory
Virginia
$24K +$2.11K +98 +10%
IA
2545
IFS Advisors
Kansas
$24K +$24.2K +1,124 New
CCM
2546
Copeland Capital Management
Pennsylvania
$23K
PC
2547
Permanens Capital
New York
$22K
BCM
2548
Bourgeon Capital Management
Connecticut
$21K +$302 +14 +1%
SIM
2549
Seaview Investment Managers
Florida
$20K +$8.06K +374 +68%
HF
2550
Halpern Financial
Virginia
$19.2K -$1.57K -73 -8%

T Hedge Fund Activity: Q4 2020 in Review

2,594 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2020, worth a combined $107B — up 0.59% from $107B a quarter earlier.

Buyers outnumbered sellers: 326 funds opened new T positions and 111 closed out — a net gain of 215 holders — while 921 added to existing stakes and 1,209 trimmed.

The largest buyer was Ensign Peak Advisors, adding an estimated $204M. The largest seller was Bank of America, cutting an estimated $315M.

  • 2,594 institutional investors held AT&T (T) as of Q4 2020, up from 2,420 in Q3 2020.
  • Funds reported $107B of AT&T stock for Q4 2020, up 0.59% quarter-over-quarter.
  • 326 funds opened new AT&T positions in Q4 2020 and 111 closed out, a net change of +215 holders.
  • The largest AT&T buyer in Q4 2020 was Ensign Peak Advisors, an estimated $204M added.
  • The largest AT&T seller in Q4 2020 was Bank of America, an estimated $315M sold.

Based on aggregated 13F filings for Q4 2020.