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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
CT
1301
ClearAlpha Technologies
Connecticut
$563K +$547K +32,015 New
SWIM
1302
Smallwood Wealth Investment Management
New Jersey
$563K -$5.55K -325 -1%
CCFCSB
1303
Cape Cod Five Cents Savings Bank
Massachusetts
$562K -$94.2K -5,518 -15%
WAM
1304
Westport Asset Management
Connecticut
$562K
FWM
1305
Forza Wealth Management
Florida
$562K
OIA
1306
Optimum Investment Advisors
Illinois
$561K -$16.3K -953 -3%
LFG
1307
Larson Financial Group
Missouri
$561K +$115K +6,726 +27%
EW
1308
Evoke Wealth
California
$559K +$543K +31,783 New
CPSAC
1309
Chas P. Smith & Associates (CPS)
Florida
$558K +$279K +16,361 +106%
TIA
1310
Traphagen Investment Advisors
New Jersey
$558K +$188 +11 +0%
SRC
1311
Shufro Rose & Co
New York
$557K +$58.5K +3,428 +12%
JWA
1312
JFS Wealth Advisors
Pennsylvania
$557K +$11K +643 +2%
GFP
1313
Gryphon Financial Partners
Ohio
$556K +$74.5K +4,363 +16%
AAIS
1314
ABN AMRO Investment Solutions
$556K -$37.8K -2,216 -7%
SIC
1315
Samalin Investment Counsel
New York
$556K +$34K +1,994 +7%
ICG
1316
InterOcean Capital Group
Tennessee
$555K -$13.4K -784 -2%
SC
1317
Schubert & Co
Texas
$554K -$6.46K -378 -1%
KFI
1318
Key Financial Inc
Pennsylvania
$553K +$734 +43 +0.1%
MYIA
1319
Mount Yale Investment Advisors
Colorado
$552K +$28.8K +1,687 +6%
BIP
1320
Blueprint Investment Partners
North Carolina
$552K +$154K +9,030 +40%
GWP
1321
Gen-Wealth Partners
Michigan
$552K +$535K +31,338 New
AUB
1322
Atlantic Union Bankshares
Virginia
$551K -$34 -2 -0%
ST
1323
Smithfield Trust
Pennsylvania
$548K -$39.4K -2,305 -7%
FB
1324
First Bancorp
Maine
$547K +$2.22K +130 +0.4%
PIA
1325
Perennial Investment Advisors
California
$546K -$16.7K -977 -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.