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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
DMBA
1451
Deseret Mutual Benefit Administrators
Utah
$442K -$191K -11,199 -31%
LCWP
1452
Legacy Capital Wealth Partners
Arkansas
$440K -$98.5K -5,769 -19%
MJRIC
1453
Mogy Joel R Investment Counsel
California
$440K
JF
1454
JSF Financial
California
$439K -$10.9K -638 -2%
RWA
1455
Redhawk Wealth Advisors
Minnesota
$439K +$71.2K +4,171 +20%
GWM
1456
Gitterman Wealth Management
New Jersey
$439K +$426K +24,919 New
LF
1457
LifePlan Financial
Minnesota
$438K -$50.5K -2,958 -11%
SVWAG
1458
Sound View Wealth Advisors Group
Georgia
$438K +$78.8K +4,616 +23%
PWM
1459
Partnership Wealth Management
Maryland
$438K
PWM
1460
PBMares Wealth Management
Virginia
$437K -$10.2K -600 -2%
OWA
1461
Octavia Wealth Advisors
Ohio
$436K -$184K -10,777 -30%
RFN
1462
RDA Financial Network
Iowa
$436K -$23.3K -1,362 -5%
CAL
1463
Capital Analysts LLC
Pennsylvania
$436K -$4.05K -237 -0.9%
ECU
1464
Eisler Capital (UK)
United Kingdom
$436K +$423K +24,753 New
MIS
1465
Morningstar Investment Services
Illinois
$435K -$234K -13,730 -36%
OWM
1466
OneAscent Wealth Management
Alabama
$435K -$188 -11 -0%
Financial Engines Advisors
1467
Financial Engines Advisors
California
$433K +$151K +8,814 +56%
BAM
1468
Brave Asset Management
New Jersey
$433K -$8.54K -500 -2%
BIA
1469
Beacon Investment Advisors
Maryland
$433K -$2.05K -120 -0.5%
MSFP
1470
Mark Sheptoff Financial Planning
Connecticut
$433K +$142K +8,300 +51%
SJIM
1471
St. Johns Investment Management
Florida
$431K +$16.1K +940 +4%
TBA
1472
Tower Bridge Advisors
Pennsylvania
$429K -$43.4K -2,544 -9%
JLBC
1473
J.L. Bainbridge & Co
Florida
$428K -$311K -18,218 -43%
GA
1474
Geller Advisors
New York
$428K +$98.8K +5,786 +31%
FC
1475
Fusion Capital
South Carolina
$427K -$2.71K -159 -0.7%

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.