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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
BFA
801
Beacon Financial Advisory
Ohio
$1.65M +$234K +13,727 +17%
DA
802
DCM Advisors
New York
$1.64M -$186K -10,920 -10%
AWM
803
Avior Wealth Management
Nebraska
$1.63M +$257K +15,072 +19%
LWMT
804
Legacy Wealth Management (Tennessee)
Tennessee
$1.62M +$1.57M +92,170 New
FCI
805
Financial Counselors Inc
Kansas
$1.62M -$73.8K -4,323 -4%
RG
806
Retirement Group
California
$1.59M -$213K -12,475 -12%
CCG
807
Coastwise Capital Group
California
$1.58M +$19.9K +1,168 +1%
FDS
808
First Dallas Securities
Texas
$1.57M -$89.4K -5,238 -6%
AB
809
Atlas Brown
Kentucky
$1.57M +$98K +5,741 +7%
PCS
810
Personal CFO Solutions
New Jersey
$1.57M +$5.07K +297 +0.3%
KMWM
811
Keudell/Morrison Wealth Management
Oregon
$1.57M +$43.9K +2,571 +3%
BE
812
Bonness Enterprises
District of Columbia
$1.57M
MGIA
813
Moneta Group Investment Advisors
Missouri
$1.56M -$14.4K -843 -0.9%
OC
814
Oarsman Capital
Wisconsin
$1.56M +$22K +1,287 +1%
PAM
815
Paradigm Asset Management
New York
$1.56M
FCB
816
First County Bank
Connecticut
$1.56M +$27.5K +1,608 +2%
PP
817
Pingora Partners
Wyoming
$1.56M +$96.9K +5,675 +7%
ACA
818
Aptus Capital Advisors
Alabama
$1.56M +$319K +18,679 +27%
SOS
819
Silver Oak Securities
Tennessee
$1.55M -$9K -527 -0.6%
ACM
820
Advance Capital Management
Michigan
$1.55M -$148K -8,649 -9%
CA
821
Cornerstone Advisors
North Carolina
$1.55M
LIM
822
Longfellow Investment Management
Massachusetts
$1.55M +$10.2K +598 +0.7%
FMII
823
Farmers & Merchants Investments Inc
Nebraska
$1.55M -$79K -4,627 -5%
MFIM
824
Mesirow Financial Investment Management
Illinois
$1.54M +$99.8K +5,846 +7%
HW
825
Hancock Whitney
Mississippi
$1.54M -$150K -8,809 -9%

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.