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2,487 hedge funds and large institutions have $102B invested in AT&T in 2021 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 905 increasing their positions, 1,252 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $2.69B | Put options by funds: $2.19B

0.46% more ownership

Funds ownership: 69.96%70.42% (+0.46%)

3% less funds holding

Funds holding: 2,5622,487 (-75)

5% less capital invested

Capital invested by funds: $108B → $102B (-$5.95B)

16% less funds holding in top 10

Funds holding in top 10: 5748 (-9)

26% less first-time investments, than exits

New positions opened: 113 | Existing positions closed: 153

28% less repeat investments, than reductions

Existing positions increased: 905 | Existing positions reduced: 1,252

Holders
2,487
Holders Change
-75
Holders Change %
-2.93%
% of All Funds
43.53%
Holding in Top 10
48
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15.79%
% of All Funds
0.84%
New
113
Increased
905
Reduced
1,252
Closed
153
Calls
$2.69B
Puts
$2.19B
Net Calls
+$503M
Net Calls Change
+$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
1651
Summit Wealth Partners
Florida
$590K +$30.5K +1,451 +5%
VFA
1652
Voya Financial Advisors
Connecticut
$590K -$91.3K -4,348 -13%
GL
1653
Graypoint LLC
New York
$590K +$138K +6,582 +29%
NPP
1654
New Potomac Partners
Maryland
$589K -$45.7K -2,175 -7%
WW
1655
Waterfront Wealth
Kansas
$589K -$3.65K -174 -0.6%
DAC
1656
Dividend Assets Capital
South Carolina
$589K
RC
1657
Roundview Capital
New Jersey
$589K +$146K +6,930 +32%
PCG
1658
Private Capital Group
Connecticut
$588K -$22.5K -1,069 -4%
CBA
1659
Coastal Bridge Advisors
Connecticut
$588K +$3.26K +155 +0.5%
SW
1660
SkyOak Wealth
Michigan
$588K +$22.4K +1,067 +4%
ACA
1661
Aptus Capital Advisors
Alabama
$586K -$146K -6,926 -19%
ROTUOC
1662
Regents of the University of California
California
$586K
LI
1663
Lafayette Investments
Maryland
$586K +$42 +2 +0%
TFS
1664
Thoroughbred Financial Services
Tennessee
$585K -$307K -14,611 -34%
RC
1665
RBO & Co
California
$585K
CFSG
1666
Community Financial Services Group
Vermont
$583K +$66.5K +3,164 +12%
PG
1667
Patten Group
Tennessee
$582K -$39.5K -1,881 -6%
BWA
1668
Beam Wealth Advisors
Louisiana
$581K +$9.79K +466 +2%
LA
1669
LexAurum Advisors
Kansas
$579K -$56.8K -2,702 -9%
SAM
1670
Sequent Asset Management
Texas
$578K -$32.5K -1,545 -5%
TWM
1671
Tradition Wealth Management
Minnesota
$578K +$8.07K +384 +1%
NSAM
1672
North Star Asset Management
Wisconsin
$577K -$41.6K -1,979 -7%
NWA
1673
New World Advisors
Massachusetts
$577K +$630K +29,978 New
DBIA
1674
Dumont & Blake Investment Advisors
New Jersey
$576K -$26.5K -1,263 -4%
ACS
1675
Archford Capital Strategies
Illinois
$576K -$4.89K -233 -0.8%

T Hedge Fund Activity: Q3 2021 in Review

2,487 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2021, worth a combined $102B — down 5.5% from $108B a quarter earlier.

Sellers outnumbered buyers: 153 funds closed out of T and 113 opened new positions — a net loss of 40 holders — while 1,252 trimmed existing stakes and 905 added.

The largest buyer was BlackRock, adding an estimated $331M. The largest seller was Morgan Stanley, cutting an estimated $247M.

  • 2,487 institutional investors held AT&T (T) as of Q3 2021, down from 2,562 in Q2 2021.
  • Funds reported $102B of AT&T stock for Q3 2021, down 5.5% quarter-over-quarter.
  • 113 funds opened new AT&T positions in Q3 2021 and 153 closed out, a net change of -40 holders.
  • The largest AT&T buyer in Q3 2021 was BlackRock, an estimated $331M added.
  • The largest AT&T seller in Q3 2021 was Morgan Stanley, an estimated $247M sold.

Based on aggregated 13F filings for Q3 2021.