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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
SWM
1101
Sculati Wealth Management
Michigan
$802K -$469K -27,442 -38%
JC
1102
Jacobs & Co
California
$796K -$517K -30,260 -40%
MCM
1103
McKinley Capital Management
Alaska
$796K +$26.9K +1,575 +4%
AIM
1104
Anchor Investment Management
South Carolina
$796K -$19.6K -1,147 -2%
PL
1105
Plancorp LLC
Missouri
$793K +$26.8K +1,571 +4%
PWMG
1106
Prestige Wealth Management Group
New Jersey
$793K -$103K -6,017 -12%
MWM
1107
Modera Wealth Management
New Jersey
$793K +$41.3K +2,419 +6%
MWA
1108
Midland Wealth Advisors
Illinois
$792K +$86.1K +5,040 +13%
CLOS
1109
Compagnie Lombard Odier SCmA
Switzerland
$789K -$82.8K -4,850 -10%
SSB
1110
Sandy Spring Bank
Maryland
$787K -$114K -6,686 -13%
FMTC
1111
Farmers & Merchants Trust Company
California
$787K +$3.45K +202 +0.5%
CT
1112
Cambridge Trust
Massachusetts
$787K -$342 -20 -0%
BLC
1113
Brown, Lisle/Cummings
Rhode Island
$787K -$99.1K -5,805 -11%
IIM
1114
Ipswich Investment Management
Massachusetts
$786K +$71.7K +4,200 +10%
CRIG
1115
Charter Research & Investment Group
Connecticut
$785K -$32.4K -1,895 -4%
IFWM
1116
Institute for Wealth Management
Colorado
$784K -$22.9K -1,343 -3%
GCAC
1117
Guardian Capital Advisors (Canada)
Ontario, Canada
$782K -$116K -6,774 -12%
FTWA
1118
Fifth Third Wealth Advisors
Ohio
$782K +$759K +44,432 New
PFT
1119
Providence First Trust
Arizona
$782K +$758K +44,419 New
GHAM
1120
Gilman Hill Asset Management
Connecticut
$782K -$84.1K -4,925 -10%
RCAG
1121
Rehmann Capital Advisory Group
Michigan
$779K +$70.4K +4,121 +10%
AFG
1122
Allegheny Financial Group
Pennsylvania
$778K +$18.5K +1,085 +3%
HVIA
1123
Hudson Valley Investment Advisors
New York
$776K -$130K -7,593 -15%
DWT
1124
Dorsey & Whitney Trust
South Dakota
$775K +$164K +9,602 +28%
PIM
1125
Penobscot Investment Management
Massachusetts
$770K -$203K -11,884 -21%

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.