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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
HTC
1001
Haverford Trust Company
Pennsylvania
$1M +$26.4K +1,546 +3%
DEM
1002
Disciplined Equity Management
Florida
$1M +$95.1K +5,570 +11%
AWE
1003
Avidian Wealth Enterprises
Texas
$1M +$66.3K +3,883 +7%
VF
1004
Virtu Financial
New York
$1M -$5.1M -298,816 -84%
NL
1005
NWAM LLC
Washington
$993K -$55.3K -3,239 -5%
SMH
1006
Sanders Morris Harris
Texas
$988K +$287K +16,826 +43%
IPW
1007
Inlet Private Wealth
Florida
$985K
OBWG
1008
Onyx Bridge Wealth Group
New York
$984K +$487K +28,520 +94%
NSIM
1009
North Star Investment Management
Illinois
$983K -$14.4K -846 -1%
JFG
1010
Jefferies Financial Group
New York
$978K -$7.71M -451,743 -89%
HCM
1011
Highlander Capital Management
New Jersey
$975K -$87.1K -5,100 -8%
NP
1012
Nilsine Partners
Colorado
$973K +$24.6K +1,440 +3%
FNBTCON
1013
First National Bank & Trust Co of Newtown
Pennsylvania
$972K -$1.71K -100 -0.2%
NAS
1014
Nicolet Advisory Services
Wisconsin
$972K +$18.9K +1,104 +2%
CT
1015
Chicago Trust
Illinois
$970K +$18K +1,054 +2%
IIL
1016
Insight Inv LLC
California
$969K +$9.82K +575 +1%
DI
1017
Diligent Investors
California
$969K -$95.6K -5,601 -9%
NIM
1018
NXG Investment Management
Texas
$968K +$939K +55,000 New
GIM
1019
Guardian Investment Management
California
$968K -$71K -4,156 -7%
ACM
1020
AlphaStar Capital Management
North Carolina
$967K +$298K +17,436 +47%
IAMOG
1021
Investors Asset Management of Georgia
Georgia
$965K +$56.8K +3,329 +6%
VT
1022
Vise Technologies
New York
$961K -$108K -6,311 -10%
NCM
1023
Narwhal Capital Management
Georgia
$961K -$308K -18,025 -25%
CQS
1024
Credential Qtrade Securities
$957K +$63.7K +3,730 +7%
APP
1025
Avantax Planning Partners
Iowa
$957K +$271K +15,870 +41%

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.