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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
ONST
1576
Old North State Trust
North Carolina
$367K +$356K +20,844 New
DWP
1577
Daymark Wealth Partners
Ohio
$366K +$18.9K +1,108 +6%
CWP
1578
CFM Wealth Partners
Texas
$365K +$7.41K +434 +2%
SN
1579
Sittner & Nelson
Oregon
$365K -$24.2K -1,415 -6%
BC
1580
Broadwater Capital
Massachusetts
$364K -$58.1K -3,400 -14%
MSG
1581
Main Street Group
Virginia
$364K +$120K +7,027 +51%
MWP
1582
Madison Wealth Partners
Wisconsin
$363K -$649 -38 -0.2%
HPC
1583
HM Payson & Co
Maine
$362K -$21K -1,231 -6%
QIM
1584
Quest Investment Management
Oregon
$361K
AHL
1585
Abel Hall LLC
Louisiana
$361K +$3.65K +214 +1%
SP
1586
Systematic Portfolios
New York
$360K +$349K +20,447 New
APG
1587
Abacus Planning Group
South Carolina
$359K +$3.3K +193 +1%
SWP
1588
Summit Wealth Partners
Florida
$358K
FFBTD
1589
First Financial Bank - Trust Division
Ohio
$358K +$956 +56 +0.3%
S
1590
Sunpointe
Missouri
$358K +$10.8K +630 +3%
SWA
1591
SOA Wealth Advisors
New York
$357K +$1.83K +107 +0.5%
LI
1592
Lafayette Investments
Maryland
$357K
MCWA
1593
Meadow Creek Wealth Advisors
Georgia
$357K +$347K +20,304 New
AAS
1594
Annex Advisory Services
Wisconsin
$357K +$79.9K +4,679 +30%
SIC
1595
Sterling Investment Counsel
New York
$357K +$18.5K +1,085 +6%
GAA
1596
Guardian Asset Advisors
Pennsylvania
$356K -$10.2K -600 -3%
CCG
1597
Catalina Capital Group
California
$355K +$345K +20,177 New
NRI
1598
NFP Retirement Inc
California
$355K +$42.7K +2,503 +14%
RRA
1599
Round Rock Advisors
Connecticut
$355K
CFP
1600
Cascade Financial Partners
California
$355K +$372K +21,757 New

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.