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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
RCA
726
Ranch Capital Advisors
Florida
$2.06M +$404K +23,631 +25%
MHS
727
M Holdings Securities
Oregon
$2.06M -$292K -17,116 -13%
CIC
728
Cornercap Investment Counsel
Georgia
$2.05M +$1.96K +115 +0.1%
PPWP
729
Premier Path Wealth Partners
New Jersey
$2.05M +$164K +9,610 +9%
VCP
730
Verus Capital Partners
Arizona
$2.05M -$1.74K -102 -0.1%
FFM
731
Forum Financial Management
Illinois
$2.04M +$836K +48,933 +73%
CG
732
Caprock Group
Idaho
$2.02M +$270K +15,815 +16%
BAM
733
Belpointe Asset Management
Nevada
$2M +$553K +32,386 +40%
AHC
734
Adell Harriman & Carpenter
Texas
$2M +$27.7K +1,621 +1%
AAS
735
Ameritas Advisory Services
Nebraska
$2M +$642K +37,575 +49%
LA
736
Lakeside Advisors
Washington
$1.97M -$78.3K -4,583 -4%
PWG
737
Portside Wealth Group
Utah
$1.96M -$85.2K -4,988 -4%
BCWM
738
Bartlett & Co Wealth Management
Ohio
$1.95M -$6.4K -375 -0.3%
GT
739
Glenview Trust
Kentucky
$1.94M -$225K -13,190 -11%
KWA
740
Kingswood Wealth Advisors
California
$1.93M -$404K -23,687 -18%
EWA
741
EP Wealth Advisors
California
$1.93M +$136K +7,944 +8%
KFS
742
Keynote Financial Services
Connecticut
$1.92M +$1.86M +109,206 New
IAS
743
Insigneo Advisory Services
Florida
$1.92M +$227K +13,317 +14%
OPA
744
Old Port Advisors
Maine
$1.92M +$171K +9,991 +10%
CFGS
745
Concourse Financial Group Securities
Alabama
$1.92M -$23.5K -1,375 -1%
CI
746
Cavalier Investments
Georgia
$1.91M +$105K +6,124 +6%
SGC
747
Slocum, Gordon & Co
Rhode Island
$1.91M -$7.16K -419 -0.4%
QPBE
748
Quintet Private Bank (Europe)
Luxembourg
$1.91M -$377K -22,086 -19%
WA
749
Wealth Alliance
New York
$1.91M +$19.2K +1,127 +1%
DFG
750
Delta Financial Group
New Jersey
$1.9M -$331K -19,407 -15%

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.