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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
JWM
551
Jeppson Wealth Management
California
$3.57M -$68.1K -3,990 -2%
ATC
552
Argent Trust Co
Tennessee
$3.54M -$8.04K -471 -0.2%
MFG
553
Merit Financial Group
Georgia
$3.53M +$565K +33,072 +19%
SYBT
554
Stock Yards Bank & Trust
Kentucky
$3.53M -$197K -11,533 -5%
WAM
555
WFA Asset Management
Wisconsin
$3.52M -$119K -6,977 -3%
FIA
556
Foundations Investment Advisors
Arizona
$3.5M +$44.7K +2,616 +1%
BAMF
557
BI Asset Management Fondsmaeglerselskab
Denmark
$3.49M +$1.15M +67,142 +51%
IAA
558
Independent Advisor Alliance
North Carolina
$3.46M -$683K -39,972 -17%
LMIM
559
Lockheed Martin Investment Management
Maryland
$3.44M -$1.81M -106,100 -36%
SCA
560
Sage Capital Advisors
South Dakota
$3.4M +$25.6K +1,497 +0.8%
PFS
561
Prospera Financial Services
Texas
$3.4M -$2M -117,000 -38%
SW
562
SteelPeak Wealth
California
$3.4M -$1.09M -63,995 -25%
FTDI
563
First Trust Direct Indexing
Massachusetts
$3.37M +$118K +6,932 +4%
SFI
564
Siemens Fonds Invest
Germany
$3.34M -$53.9K -3,157 -2%
ICM
565
III Capital Management
Florida
$3.29M +$3.2M +187,132 New
SIMG
566
Sonora Investment Management Group
Arizona
$3.27M -$51.6K -3,020 -2%
MC
567
Moors & Cabot
Massachusetts
$3.27M -$127K -7,412 -4%
IGAM
568
iA Global Asset Management
Quebec, Canada
$3.26M +$3.17M +185,464 New
LNC
569
Lincoln National Corp
Pennsylvania
$3.24M +$175K +10,266 +6%
FPAS
570
Focus Partners Advisor Solutions
Missouri
$3.23M +$2.05M +120,022 +189%
Capstone Investment Advisors
571
Capstone Investment Advisors
New York
$3.21M -$6.26M -366,545 -67%
HC
572
Hourglass Capital
Texas
$3.2M +$37.6K +2,200 +1%
ECM
573
Estabrook Capital Management
New York
$3.2M +$308K +18,040 +11%
BG
574
Bollard Group
Massachusetts
$3.19M +$434K +25,419 +16%
WAOTB
575
Wealth Advisors of Tampa Bay
Florida
$3.18M +$289K +16,950 +10%

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.