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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
GWMIA
2551
Global Wealth Management Investment Advisory
Florida
-$76.8K -4,579 Closed
RIM
2552
Rockbridge Investment Management
New York
-$75K -4,470 Closed
PE
2553
Point72 Europe
United Kingdom
-$67.6K -4,031 Closed
DAC
2554
Dividend Assets Capital
South Carolina
-$67K -4,015 Closed
LFA
2555
Livelsberger Financial Advisory
Ohio
-$60.8K -3,624 Closed
TVAMP
2556
Tennessee Valley Asset Management Partners
Tennessee
-$60.6K -3,610 Closed
AWM
2557
Able Wealth Management
New Jersey
-$58.1K -3,460 Closed
EC
2558
EdgeRock Capital
Colorado
-$61.1K -3,425 Closed
NFA
2559
Northwest Financial Advisors
Virginia
-$50.4K -3,003 Closed
AIA
2560
Arcadia Investment Advisors
Idaho
-$41.9K -2,494 Closed
MFA
2561
McClarren Financial Advisors
Pennsylvania
-$41K -2,430 Closed
TSW
2562
Thompson Siegel & Walmsley
Virginia
-$32K -1,915 Closed
EC
2563
EntryPoint Capital
New York
-$31.9K -1,903 Closed
DI
2564
DAGCO Inc
Ohio
-$22.9K -1,366 Closed
LFA
2565
Level Financial Advisors
New York
-$18.1K -1,079 Closed
PS
2566
Planned Solutions
California
-$17.5K -1,043 Closed
AFS
2567
Annapolis Financial Services
Maryland
-$17.4K -1,037 Closed
LPP
2568
Life Planning Partners
Florida
-$8.68K -517 Closed
CI
2569
Cordant Inc
Oregon
-$7.55K -450 Closed
LF
2570
Lee Financial
Texas
-$6.36K -379 Closed
BCM
2571
Bourgeon Capital Management
Connecticut
-$3K -179 Closed
LIWM
2572
Long Island Wealth Management
New York
-$1K -60 Closed
BMC
2573
Bear Mountain Capital
Washington
-$247 -15 Closed
NMG
2574
New Millennium Group
Utah
-$218 -13 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.