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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
JMFC
401
J.M. Forbes & Co
Massachusetts
$11.3M +$259K +11,706 +2%
GF
402
Gabelli Funds
New York
$11.3M -$1.1M -49,650 -9%
MAA
403
Matrix Asset Advisors
New York
$11M +$486K +21,974 +5%
VanEck Associates
404
VanEck Associates
New York
$10.9M +$5.37M +242,975 +104%
AAS
405
Avantax Advisory Services
Texas
$10.8M +$191K +8,639 +2%
EIP
406
Easterly Investment Partners
Massachusetts
$10.7M -$730K -33,010 -7%
RC
407
RegentAtlantic Capital
New Jersey
$10.7M -$977K -44,178 -9%
BCM
408
BTR Capital Management
California
$10.6M +$513K +23,190 +5%
SCA
409
Stonebridge Capital Advisors
Minnesota
$10.5M +$5.69M +257,337 +127%
GA
410
GFS Advisors
Texas
$10.5M +$3.78M +171,133 +59%
Qube Research & Technologies (QRT)
411
Qube Research & Technologies (QRT)
United Kingdom
$10.5M -$8.04M -363,791 -44%
TCOV
412
Trust Company of Vermont
Vermont
$10.5M -$199K -9,012 -2%
PSUF
413
People's United Financial
Connecticut
$10.5M +$136K +6,134 +1%
MI
414
Markston International
New York
$10.4M -$388K -17,534 -4%
KPCM
415
Kings Point Capital Management
New York
$10.4M +$81.3K +3,678 +0.8%
ZAM
416
Zevin Asset Management
Massachusetts
$10.4M +$2.17M +98,035 +28%
MC
417
Moors & Cabot
Massachusetts
$10.3M -$579K -26,169 -5%
JC
418
Jacobs & Co
California
$10.2M +$543K +24,570 +6%
BAPIM
419
British Airways Pensions Investment Management
United Kingdom
$10.2M -$593K -26,824 -6%
AAF
420
Andra AP-fonden
Sweden
$10.1M -$711K -32,174 -7%
IAA
421
Independent Advisor Alliance
North Carolina
$10.1M -$74.2K -3,355 -0.8%
LCM
422
LVM Capital Management
Michigan
$10M -$483K -21,856 -5%
SWM
423
Spire Wealth Management
Virginia
$9.95M +$9.83M +444,423 New
ACG
424
Allen Capital Group
Nebraska
$9.94M -$89.3K -4,039 -0.9%
Fayez Sarofim & Co
425
Fayez Sarofim & Co
Texas
$9.93M -$105K -4,753 -1%

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.