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2,487 hedge funds and large institutions have $102B invested in AT&T in 2021 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 905 increasing their positions, 1,252 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $2.69B | Put options by funds: $2.19B

0.46% more ownership

Funds ownership: 69.96%70.42% (+0.46%)

3% less funds holding

Funds holding: 2,5622,487 (-75)

5% less capital invested

Capital invested by funds: $108B → $102B (-$5.95B)

16% less funds holding in top 10

Funds holding in top 10: 5748 (-9)

26% less first-time investments, than exits

New positions opened: 113 | Existing positions closed: 153

28% less repeat investments, than reductions

Existing positions increased: 905 | Existing positions reduced: 1,252

Holders
2,487
Holders Change
-75
Holders Change %
-2.93%
% of All Funds
43.53%
Holding in Top 10
48
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15.79%
% of All Funds
0.84%
New
113
Increased
905
Reduced
1,252
Closed
153
Calls
$2.69B
Puts
$2.19B
Net Calls
+$503M
Net Calls Change
+$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
1351
Total Clarity Wealth Management
Illinois
$964K -$327K -15,545 -25%
DHFB
1352
Dixon Hubard Feinour & Brown
Virginia
$961K -$281K -13,368 -22%
KWMG
1353
King Wealth Management Group
Florida
$960K +$64.7K +3,078 +7%
TC
1354
Trust Company
Kansas
$959K -$168K -8,018 -15%
LSAG
1355
Lake Street Advisors Group
New Hampshire
$958K +$350K +16,673 +55%
IBOK
1356
Independence Bank of Kentucky
Kentucky
$955K -$1.27M -60,553 -56%
FNBOSM
1357
First National Bank of South Miami
Florida
$955K +$58.9K +2,803 +6%
NFSG
1358
Newbridge Financial Services Group
Florida
$951K -$60.1K -2,859 -6%
RAM
1359
Roanoke Asset Management
New Jersey
$951K +$27.8K +1,324 +3%
WGAM
1360
Wilkinson Global Asset Management
New York
$949K -$125K -5,958 -11%
SAM
1361
SignalPoint Asset Management
Missouri
$949K -$95.6K -4,550 -9%
MCM
1362
Mork Capital Management
California
$948K
ST
1363
Spinnaker Trust
Maine
$946K +$75.9K +3,612 +8%
MMG
1364
Monetary Management Group
Missouri
$946K +$200K +9,533 +26%
CPA
1365
Clear Perspective Advisors
Illinois
$945K +$18.8K +895 +2%
FWM
1366
Focused Wealth Management
New York
$945K +$38.1K +1,813 +4%
APWA
1367
Atlas Private Wealth Advisors
New Jersey
$945K +$60.1K +2,863 +7%
BCM
1368
BlueCrest Capital Management
Jersey
$945K +$974K +46,340 New
LF
1369
Lantz Financial
Illinois
$938K +$6.53K +311 +0.7%
HAS
1370
HBW Advisory Services
California
$937K +$209K +9,943 +28%
BAM
1371
Barrett Asset Management
New York
$935K -$166K -7,920 -15%
VA
1372
Valmark Advisers
Ohio
$934K -$1.05M -49,972 -52%
BWM
1373
BerganKDV Wealth Management
Minnesota
$931K +$24.7K +1,175 +3%
SIP
1374
Stoneridge Investment Partners
Pennsylvania
$929K -$25K -1,191 -3%
BIA
1375
BHK Investment Advisors
Alabama
$926K -$3.42K -163 -0.4%

T Hedge Fund Activity: Q3 2021 in Review

2,487 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2021, worth a combined $102B — down 5.5% from $108B a quarter earlier.

Sellers outnumbered buyers: 153 funds closed out of T and 113 opened new positions — a net loss of 40 holders — while 1,252 trimmed existing stakes and 905 added.

The largest buyer was BlackRock, adding an estimated $331M. The largest seller was Morgan Stanley, cutting an estimated $247M.

  • 2,487 institutional investors held AT&T (T) as of Q3 2021, down from 2,562 in Q2 2021.
  • Funds reported $102B of AT&T stock for Q3 2021, down 5.5% quarter-over-quarter.
  • 113 funds opened new AT&T positions in Q3 2021 and 153 closed out, a net change of -40 holders.
  • The largest AT&T buyer in Q3 2021 was BlackRock, an estimated $331M added.
  • The largest AT&T seller in Q3 2021 was Morgan Stanley, an estimated $247M sold.

Based on aggregated 13F filings for Q3 2021.