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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
IFA
2551
Interactive Financial Advisors
Illinois
$19K +$10.4K +482 +121%
DI
2552
Disciplined Investments
Oklahoma
$17K -$11.9K -553 -41%
NIM
2553
NuWave Investment Management
New Jersey
$15K -$199K -9,250 -93%
CPA
2554
Cowen Prime Advisors
New York
$14K +$4.27K +198 +46%
CMA
2555
Cedar Mountain Advisors
Oregon
$14K +$8.97K +416 +175%
KCM
2556
Kathmere Capital Management
Pennsylvania
$12K +$151 +7 +1%
TCCM
2557
Timber Creek Capital Management
Massachusetts
$11K
WLPWM
2558
Walled Lake Planning & Wealth Management
Illinois
$11K +$129 +6 +1%
TLFA
2559
True Link Financial Advisors
California
$11K +$11.1K +516 New
RFWA
2560
RPg Family Wealth Advisory
Massachusetts
$10.4K -$89.1K -4,132 -90%
CQS
2561
Credential Qtrade Securities
$10.3K
BC
2562
Barnett & Company
Tennessee
$10K -$14.3K -662 -59%
DWMG
2563
DB Wealth Management Group
California
$10K +$9.9K +459 New
BFG
2564
Baron Financial Group
New Jersey
$9.41K -$7.57K -351 -45%
CIAS
2565
CBIZ Investment Advisory Services
Ohio
$9K
KIG
2566
Kessler Investment Group
Indiana
$9K
AWMS
2567
Advocacy Wealth Management Services
Georgia
$8K
AFIA
2568
America First Investment Advisors
Nebraska
$7K
MGIM
2569
M&G Investment Management
United Kingdom
$6.95K -$1.21M -56,168 -15%
KLWA
2570
Kelly Lawrence W & Associates
California
$6K -$266K -12,313 -98%
HIM
2571
Hillsdale Investment Management
Ontario, Canada
$6K -$140K -6,488 -96%
SGAM
2572
Smith Group Asset Management
Texas
$6K
LGWM
2573
Litman Gregory Wealth Management
California
$5K -$91.8K -4,258 -95%
AP
2574
Atwood & Palmer
Missouri
$5K -$10.7K -496 -68%
MIM
2575
Macroview Investment Management
Maryland
$5K

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.