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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
CFMC
1276
Curbstone Financial Management Corp
New Hampshire
$578K -$56.7K -3,320 -9%
CHJWM
1277
Carlton Hofferkamp & Jenks Wealth Management
Texas
$578K -$25.9K -1,517 -4%
PCM
1278
Poehling Capital Management
Wisconsin
$578K -$59.3K -3,475 -10%
VC
1279
Vicus Capital
Pennsylvania
$578K -$8.9K -521 -2%
SIC
1280
Salem Investment Counselors
North Carolina
$578K +$81.1K +4,750 +17%
KP
1281
Keel Point
Alabama
$578K +$31.7K +1,857 +6%
ML
1282
McAdam LLC
Pennsylvania
$577K +$128K +7,473 +29%
NIM
1283
Nexus Investment Management
Ontario, Canada
$577K
RW
1284
RVW Wealth
California
$577K -$224K -13,144 -29%
PWAM
1285
Pinnacle West Asset Management
Wyoming
$576K -$7.19K -421 -1%
SMA
1286
Sage Mountain Advisors
Georgia
$575K +$248K +14,517 +80%
MNBTD
1287
Moody National Bank Trust Division
Texas
$574K
CGF
1288
Constant Guidance Financial
Massachusetts
$572K +$554K +32,439 New
MVA
1289
Mount Vernon Associates
Maryland
$572K
AG
1290
AlTi Global
New York
$572K +$291K +17,032 +110%
LFA
1291
Legacy Financial Advisors
Kentucky
$571K +$94.4K +5,528 +21%
GF
1292
Gries Financial
Ohio
$570K -$1.4K -82 -0.3%
GIP
1293
Greatmark Investment Partners
Georgia
$568K -$7.65K -448 -1%
PWLP
1294
Prio Wealth Limited Partnership
Massachusetts
$568K -$165K -9,643 -23%
TIA
1295
Trust Investment Advisors
Indiana
$568K +$32.7K +1,916 +6%
CFS
1296
Commonwealth Financial Services
West Virginia
$567K
VCM
1297
Viewpoint Capital Management
Washington
$565K -$115K -6,709 -17%
FWP
1298
FAS Wealth Partners
Kansas
$565K +$1.57K +92 +0.3%
SPIS
1299
Steward Partners Investment Solutions
Oregon
$564K +$632 +37 +0.1%
SCM
1300
SOL Capital Management
Maryland
$564K +$1.71K +100 +0.3%

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.