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2,604 hedge funds and large institutions have $111B invested in AT&T in 2021 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 1,125 increasing their positions, 1,131 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 118

16% more funds holding in top 10

Funds holding in top 10: 6778 (+11)

4% more capital invested

Capital invested by funds: $107B → $111B (+$4.28B)

0% more funds holding

Funds holding: 2,5952,604 (+9)

0.43% less ownership

Funds ownership: 68.83%68.4% (-0.43%)

1% less repeat investments, than reductions

Existing positions increased: 1,125 | Existing positions reduced: 1,131

4% less call options, than puts

Call options by funds: $2.18B | Put options by funds: $2.29B

Holders
2,604
Holders Change
+9
Holders Change %
+0.35%
% of All Funds
45.72%
Holding in Top 10
78
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.42%
% of All Funds
1.37%
New
160
Increased
1,125
Reduced
1,131
Closed
118
Calls
$2.18B
Puts
$2.29B
Net Calls
-$102M
Net Calls Change
-$45.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
301
Gradient Investments
Minnesota
$18.5M +$3.01M +136,287 +20%
SAM
302
Securian Asset Management
Minnesota
$18.3M -$976K -44,126 -5%
DCM
303
Donaldson Capital Management
Indiana
$18.2M +$706K +31,939 +4%
SDIC
304
South Dakota Investment Council
South Dakota
$18.2M -$518K -23,415 -3%
CA
305
CapWealth Advisors
Tennessee
$18.2M -$726K -32,824 -4%
NB
306
Norinchukin Bank
Japan
$18M +$292K +13,210 +2%
CA
307
Cetera Advisors
Colorado
$17.8M +$712K +32,200 +4%
VRS
308
Virginia Retirement Systems
Virginia
$17.6M -$1.08M -48,856 -6%
Jacobs Levy Equity Management
309
Jacobs Levy Equity Management
New Jersey
$17.6M +$12.1M +546,603 +247%
HIMC
310
Heritage Investors Management Corp
Maryland
$17.5M -$108K -4,901 -0.6%
Capital Fund Management (CFM)
311
Capital Fund Management (CFM)
France
$17.4M +$16.9M +763,252 New
SPIA
312
Steward Partners Investment Advisory
New York
$17.4M +$4.32M +195,182 +34%
Northwestern Mutual Wealth Management
313
Northwestern Mutual Wealth Management
Wisconsin
$17.2M +$1.61M +72,610 +11%
CBOR
314
Community Bank of Raymore
Missouri
$16.9M
WB
315
WesBanco Bank
West Virginia
$16.9M +$16.3M +737,787 New
VI
316
Vestcor Inc
New Brunswick, Canada
$16.8M -$607K -27,457 -4%
SFS
317
Sowell Financial Services
Arkansas
$16.6M +$2.1M +94,908 +16%
MSRPS
318
Maryland State Retirement & Pension System
Maryland
$16.6M +$12.7M +572,186 +374%
TRSOTSOK
319
Teachers Retirement System of the State of Kentucky
Kentucky
$16.5M -$1.38M -62,559 -8%
MCM
320
MAI Capital Management
Ohio
$16.5M -$1.29M -58,249 -7%
TH
321
TCTC Holdings
Texas
$16.4M -$59.7K -2,701 -0.4%
AF
322
Ally Financial
Michigan
$16.3M
IIM
323
Intact Investment Management
Quebec, Canada
$16.3M +$1.4M +63,155 +10%
SSA
324
Schonfeld Strategic Advisors
New York
$16.3M +$9.62M +435,014 +156%
RJT
325
Raymond James Trust
Florida
$16.1M -$718K -32,492 -4%

T Hedge Fund Activity: Q1 2021 in Review

2,604 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2021, worth a combined $111B — up 4% from $107B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new T positions and 118 closed out — a net gain of 42 holders — while 1,125 added to existing stakes and 1,131 trimmed.

The largest buyer was Franklin Resources, adding an estimated $434M. The largest seller was Loomis, Sayles & Company, cutting an estimated $714M.

  • 2,604 institutional investors held AT&T (T) as of Q1 2021, up from 2,595 in Q4 2020.
  • Funds reported $111B of AT&T stock for Q1 2021, up 4% quarter-over-quarter.
  • 160 funds opened new AT&T positions in Q1 2021 and 118 closed out, a net change of +42 holders.
  • The largest AT&T buyer in Q1 2021 was Franklin Resources, an estimated $434M added.
  • The largest AT&T seller in Q1 2021 was Loomis, Sayles & Company, an estimated $714M sold.

Based on aggregated 13F filings for Q1 2021.