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2,416 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, 1,040 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: 1,040

1% less funds holding

Funds holding: 2,4452,416 (-29)

5% less funds holding in top 10

Funds holding in top 10: 4038 (-2)

Holders
2,416
Holders Change
-29
Holders Change %
-1.19%
% of All Funds
34.8%
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
1,040
Closed
158
Calls
$1.04B
Puts
$800M
Net Calls
+$240M
Net Calls Change
-$85.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
526
Lido Advisors
California
$3.99M +$331K +19,395 +9%
RMA
527
Roffman Miller Associates
Pennsylvania
$3.98M -$293K -17,149 -7%
VWM
528
Valley Wealth Managers
New Jersey
$3.97M -$146K -8,529 -4%
BSW
529
Buckingham Strategic Wealth
Missouri
$3.95M +$299K +17,512 +8%
KWM
530
Kingsview Wealth Management
Oregon
$3.94M +$97.4K +5,702 +3%
AIMCA
531
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.94M
WS
532
Wedbush Securities
California
$3.94M -$115K -6,726 -3%
IAIM
533
International Assets Investment Management
Florida
$3.92M +$88.1K +5,161 +0.7%
MFG
534
MidWestOne Financial Group
Iowa
$3.91M +$840K +49,167 +28%
ACIM
535
Azimuth Capital Investment Management
Michigan
$3.91M -$559K -32,718 -13%
SL
536
Summitry LLC
California
$3.89M -$2.25K -132 -0.1%
WA
537
Wasatch Advisors
Utah
$3.87M
OAM
538
Ostrum Asset Management
France
$3.86M +$6.11K +358 +0.2%
PVI
539
Partners Value Investments
Bermuda
$3.85M
WWMSC
540
Wagner Wealth Management (South Carolina)
South Carolina
$3.81M +$1.1M +64,306 +42%
PCIA
541
Prime Capital Investment Advisors
Kansas
$3.79M -$139K -8,162 -4%
CTC
542
Central Trust Company
Missouri
$3.78M -$103K -6,021 -3%
TPCW
543
TD Private Client Wealth
New York
$3.76M +$19.4K +1,137 +0.5%
NLP
544
Next Level Private
New York
$3.69M -$72.1K -4,221 -2%
RPSA
545
Richard P. Slaughter Associates
Texas
$3.67M -$186K -10,875 -5%
USAA
546
United Services Automobile Association
Texas
$3.65M
ACM
547
Alta Capital Management
Utah
$3.64M +$536K +31,399 +18%
PI
548
PineBridge Investments
New York
$3.63M -$4.15M -242,932 -54%
KCM
549
Kempner Capital Management
Texas
$3.59M +$1.07M +62,639 +44%
CM
550
Cercano Management
Washington
$3.58M +$3.47M +203,430 New

T Hedge Fund Activity: Q1 2024 in Review

2,416 of the 6,943 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 1,040 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $424M. The largest seller was Morgan Stanley, cutting an estimated $1.38B.

  • 2,416 institutional investors held AT&T (T) as of Q1 2024, down from 2,445 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.