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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
SWA
1351
SFMG Wealth Advisors
Texas
$520K -$43.3K -2,534 -8%
MWA
1352
Meridian Wealth Advisors
Texas
$520K +$2.05K +120 +0.4%
BCM
1353
Birmingham Capital Management
Alabama
$517K -$27.2K -1,595 -5%
MPWT
1354
MassMutual Private Wealth & Trust
Connecticut
$516K +$34.8K +2,036 +7%
WAL
1355
W Advisors LLC
Tennessee
$516K +$1.79K +105 +0.4%
SSWM
1356
Strait & Sound Wealth Management
California
$515K
SWA
1357
Sax Wealth Advisors
New Jersey
$515K -$61.9K -3,625 -11%
OAM
1358
Oak Asset Management
California
$512K -$4.2K -246 -0.8%
UCI
1359
Uncommon Cents Investing
Wisconsin
$510K +$12.6K +735 +3%
CCM
1360
Chilton Capital Management
Texas
$510K -$18.7K -1,098 -4%
AC
1361
Avestar Capital
New York
$508K +$115K +6,762 +31%
CG
1362
CFO4Life Group
Texas
$508K +$1.28K +75 +0.3%
CAC
1363
Certified Advisory Corp
Florida
$507K -$29.6K -1,735 -6%
PFGIA
1364
Patriot Financial Group Insurance Agency
Massachusetts
$507K -$17.9K -1,047 -4%
VFA
1365
Voya Financial Advisors
Connecticut
$506K -$19.6K -1,150 -4%
PCA
1366
Peddock Capital Advisors
Massachusetts
$505K
RPC
1367
Rossmore Private Capital
Connecticut
$505K
UAG
1368
United Advisor Group
Ohio
$503K +$488K +28,570 New
CS
1369
Capital Square
Tennessee
$501K +$700 +41 +0.1%
EWM
1370
Executive Wealth Management
Michigan
$500K +$9.77K +572 +2%
MIM
1371
Morningstar Investment Management
Illinois
$500K
FSA
1372
Franklin Street Advisors
North Carolina
$499K -$6.04K -354 -1%
SAM
1373
Seelaus Asset Management
New Jersey
$499K -$854 -50 -0.2%
SAM
1374
Sompo Asset Management
Japan
$499K -$651K -38,120 -57%
LS
1375
Leelyn Smith
Illinois
$498K +$59.2K +3,469 +14%

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.