We are live on ! Find out more

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
RMDI
1401
R.M. Davis Inc
Maine
$476K -$133K -7,806 -22%
ACI
1402
Alpha Cubed Investments
California
$475K -$48.4K -2,835 -10%
PHS
1403
Pekin Hardy Strauss
Illinois
$475K -$6.4K -375 -1%
AWMG
1404
Alliance Wealth Management Group
New Jersey
$474K +$10.6K +620 +2%
VNA
1405
Valley National Advisers
Pennsylvania
$474K +$16.4K +958 +4%
FZCM
1406
Flynn Zito Capital Management
New York
$473K -$27.7K -1,623 -6%
CBFP
1407
Cedar Brook Financial Partners
Ohio
$473K -$43.7K -2,557 -9%
CHAM
1408
Clear Harbor Asset Management
Connecticut
$472K -$38.9K -2,280 -8%
EGWAG
1409
Elwood & Goetz Wealth Advisory Group
Georgia
$472K +$246K +14,416 +116%
CL
1410
COWA LLC
Oklahoma
$471K -$28.6K -1,674 -6%
ACP
1411
Aveo Capital Partners
Colorado
$471K +$3.48K +204 +0.7%
PWA
1412
Providence Wealth Advisors
Illinois
$471K -$296K -17,330 -39%
SCA
1413
SMH Capital Advisors
Texas
$470K +$8.57K +502 +2%
CA
1414
Claro Advisors
Massachusetts
$470K +$25.2K +1,474 +6%
JGUA
1415
John G. Ullman & Associates
New York
$469K -$9.19K -538 -2%
SAM
1416
Secure Asset Management
Michigan
$468K +$134K +7,853 +42%
PCP
1417
Proficio Capital Partners
Massachusetts
$467K -$52K -3,048 -10%
CWM
1418
Chesapeake Wealth Management
Virginia
$465K +$290 +17 +0.1%
BWA
1419
Beam Wealth Advisors
Louisiana
$465K -$67.6K -3,958 -13%
1IA
1420
1620 Investment Advisors
Massachusetts
$465K +$22.7K +1,332 +5%
WP
1421
WMS Partners
Maryland
$465K +$451K +26,392 New
PFA
1422
Peak Financial Advisors
Colorado
$464K -$1.49K -87 -0.3%
C
1423
CEDRUS
Colorado
$464K -$57.4K -3,361 -11%
MCA
1424
Magnolia Capital Advisors
Mississippi
$463K +$90.9K +5,322 +23%
WAG
1425
Wheelhouse Advisory Group
Missouri
$463K +$9.17K +537 +2%

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.