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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
CAMG
1551
CWA Asset Management Group
Florida
$384K +$43.5K +2,546 +13%
SC
1552
Summa Corp
Texas
$384K -$29.4K -1,723 -7%
LF
1553
Lantz Financial
Illinois
$382K -$6.46K -378 -2%
ROTUOC
1554
Regents of the University of California
California
$382K
JWBC
1555
J.W. Burns & Co
New York
$381K -$29K -1,700 -7%
PGF
1556
Plan Group Financial
Oklahoma
$381K +$194K +11,375 +111%
Members Trust
1557
Members Trust
Florida
$380K -$51.6K -3,021 -12%
WQ
1558
Wealth Quarterback
New Jersey
$378K -$59.9K -3,507 -14%
MCWS
1559
McKinley Carter Wealth Services
West Virginia
$378K +$1.95K +114 +0.5%
HWM
1560
Hohimer Wealth Management
Washington
$378K -$1.25K -73 -0.3%
MA
1561
MJP Associates
Connecticut
$377K +$46.1K +2,702 +14%
SFI
1562
SPC Financial Inc
Maryland
$377K +$30.8K +1,806 +9%
RCM
1563
RB Capital Management
Nevada
$377K +$3.5K +205 +1%
AC
1564
Allstate Corporation
Illinois
$376K -$48.3K -2,829 -12%
CFA
1565
CWS Financial Advisors
Michigan
$375K -$66.5K -3,896 -15%
LWANC
1566
Laurel Wealth Advisors (North Carolina)
North Carolina
$372K -$7.04K -412 -2%
FAM
1567
Formidable Asset Management
Ohio
$370K +$160K +9,348 +80%
JGIA
1568
Jackson Grant Investment Advisers
Connecticut
$369K +$990 +58 +0.3%
CIAS
1569
CFS Investment Advisory Services
New Jersey
$369K +$4.64K +272 +1%
DC
1570
Diametric Capital
Massachusetts
$368K +$357K +20,935 New
SP
1571
Successful Portfolios
Florida
$368K +$3.23K +189 +0.9%
FG
1572
Foster Group
Iowa
$368K +$54.9K +3,215 +18%
WWP
1573
WR Wealth Planners
Missouri
$368K +$12.9K +754 +4%
RPWA
1574
Regent Peak Wealth Advisors
Georgia
$367K -$649 -38 -0.2%
LWM
1575
Liberty Wealth Management
California
$367K -$59K -3,454 -14%

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.