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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
WQ
1376
Wealth Quarterback
New Jersey
$926K +$13.1K +624 +1%
RDWM
1377
Red Door Wealth Management
Tennessee
$925K -$32.1K -1,528 -3%
BHBT
1378
Burke & Herbert Bank & Trust
Virginia
$925K +$67.3K +3,204 +8%
FRM
1379
Fox Run Management
Connecticut
$923K +$951K +45,254 New
LJAC
1380
L.J. Altfest & Co
New York
$922K -$60.4K -2,874 -6%
PL
1381
Plancorp LLC
Missouri
$920K -$17.8K -845 -2%
PJSIMP
1382
P.J. Schmidt Investment Management (PJS)
Wisconsin
$917K -$114K -5,415 -10%
C
1383
Certuity
Florida
$914K +$260K +12,395 +38%
CG
1384
Caprock Group
Idaho
$913K -$130K -6,190 -12%
PK
1385
Pflug Koory
Nebraska
$909K -$60.9K -2,897 -6%
WC
1386
Woodstock Corp
Massachusetts
$903K
CA
1387
Continuum Advisory
Idaho
$899K +$7.98K +380 +0.9%
BHC
1388
Bowen Hanes & Co
Florida
$898K -$104K -4,952 -10%
PL
1389
Parthenon LLC
Kentucky
$896K -$194K -9,252 -17%
OBWG
1390
Onyx Bridge Wealth Group
New York
$896K +$83.4K +3,972 +9%
CFG
1391
Cooper Financial Group
California
$894K +$7K +333 +0.8%
DLHL
1392
Donald L. Hagan LLC
Florida
$894K +$53K +2,523 +6%
RWA
1393
Roberts Wealth Advisors
California
$894K +$921K +43,835 New
4WM
1394
44 Wealth Management
Oregon
$892K +$25.8K +1,226 +3%
VNA
1395
Valley National Advisers
Pennsylvania
$889K -$40.8K -1,940 -4%
AWA
1396
Arkadios Wealth Advisors
Georgia
$881K -$571K -27,156 -39%
IFWM
1397
Institute for Wealth Management
Colorado
$878K +$312K +14,853 +53%
YWP
1398
YorkBridge Wealth Partners
New York
$875K +$4.33K +206 +0.5%
CWM
1399
Chesapeake Wealth Management
Virginia
$874K -$53.1K -2,529 -6%
SEP
1400
Southland Equity Partners
Missouri
$873K +$15.5K +737 +2%

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.