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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
WG
2676
Watchman Group
Texas
-$250K -11,548 Closed
AO
2677
Advisor OS
Illinois
-$242K -11,241 Closed
SLT
2678
St Louis Trust
Missouri
-$239K -11,090 Closed
BFP
2679
Briaud Financial Planning
Texas
-$232K -10,791 Closed
LFASL
2680
Lugano Financial Advisors SA (LFA)
Switzerland
-$230K -10,678 -100%
MWPCG
2681
Measured Wealth Private Client Group
New Hampshire
-$227K -10,530 Closed
BWM
2682
Benchmark Wealth Management
Connecticut
-$226K -10,517 Closed
PD
2683
Planning Directions
Pennsylvania
-$224K -10,403 Closed
MCG
2684
McCollum Christoferson Group
New York
-$219K -10,188 Closed
AWM
2685
Aevitas Wealth Management
Massachusetts
-$204K -10,021 Closed
AAIM
2686
Asset Advisors Investment Management
Georgia
-$214K -9,938 Closed
IA
2687
IFG Advisors
Missouri
-$213K -9,873 Closed
CWP
2688
Capital Wealth Planning
Florida
-$210K -9,745 Closed
OWP
2689
Obermeyer Wealth Partners
Colorado
-$207K -9,612 Closed
OWA
2690
One Wealth Advisors
California
-$206K -9,561 Closed
BBA
2691
Braun-Bostich & Associates
Pennsylvania
-$155K -7,218 Closed
NIC
2692
Northwest Investment Counselors
Oregon
-$150K -6,952 Closed
AW
2693
Alpha Windward
Massachusetts
-$103K -4,778 Closed
PWM
2694
Provident Wealth Management
Tennessee
-$70K -3,257 Closed
JSC
2695
Jackson Square Capital
California
-$50K -2,300 Closed
AIM
2696
Arcadia Investment Management
Michigan
-$40K -1,854 Closed
BWM
2697
BNC Wealth Management
Oregon
-$27K -1,258 Closed
PAIM
2698
Punch & Associates Investment Management
Minnesota
-$24K -1,103 Closed
MAM
2699
Marquette Asset Management
Minnesota
-$15K -686 Closed
PCWA
2700
Pacific Capital Wealth Advisors
California
-$8K -381 Closed

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.