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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
CRWM
1526
Castle Rock Wealth Management
California
$399K -$23.9K -1,402 -6%
SWMG
1527
Sard Wealth Management Group
Georgia
$399K -$23.3K -1,362 -6%
EA
1528
Eudaimonia Advisors
Tennessee
$398K -$339K -19,861 -47%
SRSA
1529
S.R. Schill & Associates
Washington
$398K
AC
1530
Apella Capital
Connecticut
$396K +$24.7K +1,445 +7%
PSP
1531
Pacific Sage Partners
Washington
$396K +$171 +10 +0%
BHBT
1532
Burke & Herbert Bank & Trust
Virginia
$395K -$67K -3,923 -15%
AWA
1533
Aaron Wealth Advisors
Illinois
$395K +$90.2K +5,282 +31%
NBT
1534
Northwest Bank & Trust
Iowa
$395K +$956 +56 +0.2%
WG
1535
Winton Group
United Kingdom
$394K +$383K +22,414 New
LA
1536
Legacy Advisors
Pennsylvania
$394K +$26.2K +1,534 +7%
DAM
1537
Derbend Asset Management
Georgia
$392K +$4.75K +278 +1%
TNBTD
1538
Trustmark National Bank Trust Department
Mississippi
$392K -$16.9K -987 -4%
PCA
1539
Pallas Capital Advisors
Massachusetts
$391K -$29.3K -1,715 -7%
BO
1540
Bank OZK
Arkansas
$390K -$20.7K -1,211 -5%
NEI
1541
Northwest & Ethical Investments
Ontario, Canada
$390K -$5.05M -295,736 -93%
TCM
1542
Triumph Capital Management
Colorado
$389K -$235K -13,767 -38%
RI
1543
Ridgewood Investments
New Jersey
$387K +$6.46K +378 +2%
DJSG
1544
D.J. St. Germain
Massachusetts
$387K -$22.4K -1,311 -6%
CWM
1545
Cahaba Wealth Management
Georgia
$386K +$14.9K +873 +4%
GP
1546
Greenline Partners
New York
$386K
CSB
1547
City State Bank
Iowa
$385K -$14.3K -839 -4%
SCM
1548
Silvant Capital Management
Georgia
$385K +$85.4K +5,000 +30%
AWS
1549
Arkfeld Wealth Strategies
Nebraska
$385K -$30.3K -1,772 -7%
VA
1550
Valmark Advisers
Ohio
$384K +$3.16K +185 +0.9%

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.