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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
X
351
Xponance
Pennsylvania
$13.9M +$4.19M +189,665 +45%
CCT
352
Country Club Trust
Missouri
$13.9M +$969K +43,834 +8%
Man Group
353
Man Group
United Kingdom
$13.8M +$4.7M +212,750 +54%
WF
354
Welch & Forbes
Massachusetts
$13.8M -$118K -5,337 -0.9%
FHA
355
First Horizon Advisors
Tennessee
$13.8M +$1.42M +64,290 +12%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
356
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13.7M -$24.9M -1,125,400 -65%
PP
357
Patten & Patten
Tennessee
$13.7M -$2.03M -91,804 -13%
Kayne Anderson Rudnick Investment Management
358
Kayne Anderson Rudnick Investment Management
California
$13.7M +$703K +31,803 +6%
CTC
359
Central Trust Company
Missouri
$13.7M -$165K -7,463 -1%
NMERB
360
New Mexico Educational Retirement Board
New Mexico
$13.6M
GW
361
GW & Wade
Massachusetts
$13.5M +$2.47M +111,765 +23%
SA
362
Sicart Associates
New York
$13.4M -$204K -9,222 -2%
PAM
363
Panagora Asset Management
Massachusetts
$13.4M -$42.7M -1,929,956 -77%
LSERS
364
Louisiana State Employees Retirement System
Louisiana
$13.4M -$14.6K -662 -0.1%
SWP
365
Stratos Wealth Partners
Ohio
$13.3M -$346K -15,659 -3%
SAM
366
Shell Asset Management
Netherlands
$13.3M -$7M -316,400 -35%
CIBC Private Wealth Group
367
CIBC Private Wealth Group
Georgia
$13.3M -$34K -1,539 -0.3%
HAG
368
HighPoint Advisor Group
Illinois
$13.1M +$226K +10,224 +2%
SPC
369
Sigma Planning Corp
Michigan
$13.1M +$30.3K +1,370 +0.2%
KRS
370
Kentucky Retirement Systems
Kentucky
$13.1M -$976K -44,122 -7%
SCCM
371
Schafer Cullen Capital Management
New York
$13M -$97.9M -4,429,779 -89%
UR
372
USCA RIA
Texas
$13M +$434K +19,631 +4%
JIC
373
Johnson Investment Counsel
Ohio
$12.7M +$12.3M +555,450 New
Daiwa Securities Group
374
Daiwa Securities Group
Japan
$12.6M +$189K +8,554 +2%
Bank Julius Baer & Co
375
Bank Julius Baer & Co
Switzerland
$12.6M -$649K -29,347 -5%

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.