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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
CBA
1376
Coastal Bridge Advisors
Connecticut
$497K -$48.4K -2,834 -9%
CAM
1377
Cozad Asset Management
Illinois
$497K -$69.9K -4,095 -13%
MWM
1378
Mattern Wealth Management
Kansas
$496K +$478 +28 +0.1%
WIC
1379
Woodmont Investment Counsel
Tennessee
$496K -$13.7K -805 -3%
TNB
1380
Thomasville National Bank
Georgia
$493K -$145K -8,491 -23%
LCM
1381
LVM Capital Management
Michigan
$493K -$88.5K -5,180 -16%
CIA
1382
Citadel Investment Advisory
Ohio
$493K
AA
1383
Ancora Advisors
Ohio
$492K -$6.28K -368 -1%
DWA
1384
Delap Wealth Advisory
Oregon
$492K +$477K +27,939 New
RWM
1385
RKL Wealth Management
Pennsylvania
$491K +$956 +56 +0.2%
JC
1386
JB Capital
Connecticut
$490K +$21K +1,231 +5%
RB
1387
Rodgers Brothers
Pennsylvania
$489K -$19.6K -1,146 -4%
NB
1388
Nicolet Bankshares
Wisconsin
$489K +$2.56K +150 +0.5%
AFM
1389
Abbot Financial Management
Massachusetts
$488K +$51 +3 +0%
ACM
1390
Alethea Capital Management
Washington
$487K +$472K +27,662 New
QFA
1391
Quantum Financial Advisors
California
$487K +$122K +7,137 +35%
LWM
1392
Lakeridge Wealth Management
Ohio
$487K -$55.4K -3,246 -11%
OPTFSNA
1393
Old Point Trust & Financial Services N A
Virginia
$485K +$3.23K +189 +0.7%
FPCG
1394
Forum Private Client Group
Indiana
$485K -$3.89K -228 -0.8%
ARG
1395
Advisory Resource Group
Oklahoma
$484K +$478 +28 +0.1%
PA
1396
Prossimo Advisors
California
$484K +$27.4K +1,602 +6%
AWM
1397
Alterna Wealth Management
Texas
$480K
BWP
1398
BSW Wealth Partners
Colorado
$479K +$11.9K +696 +3%
FIB
1399
First Interstate Bank
Montana
$479K -$17.7K -1,038 -4%
BBA
1400
BLB&B Advisors
Pennsylvania
$478K -$124K -7,259 -21%

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.