We are live on ! Find out more

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
HT
1651
Heritage Trust
Oklahoma
$333K +$16.5K +964 +5%
RZH
1652
Relyea Zuckerberg Hanson
Connecticut
$332K +$7.63K +447 +2%
FFA
1653
First Foundation Advisors
California
$332K -$25.4K -1,487 -7%
OL
1654
Optas LLC
Texas
$332K +$2.46K +144 +0.8%
RGC
1655
Roberts, Glore & Co
Illinois
$331K
BFO
1656
Boston Family Office
Massachusetts
$331K
MWM
1657
Mosley Wealth Management
California
$331K +$321K +18,781 New
OLA
1658
Oliver Luxxe Assets
New Jersey
$330K -$16.1K -943 -5%
SFG
1659
Socha Financial Group
New York
$330K +$3.33K +195 +1%
ECM
1660
Exchange Capital Management
Michigan
$330K +$4.7K +275 +1%
CAI
1661
Capital Advisors Inc
Oklahoma
$330K -$6.04M -353,860 -95%
AW
1662
Atlas Wealth
Ohio
$329K -$15.3K -897 -5%
NGA
1663
Naples Global Advisors
Florida
$329K -$54.1K -3,166 -14%
LW
1664
Lauer Wealth
Indiana
$329K -$6.98K -409 -2%
CAWM
1665
Capital Advisors Wealth Management
Washington
$328K +$67.6K +3,958 +27%
MCM
1666
Monarch Capital Management
Indiana
$327K -$18.8K -1,100 -6%
VAS
1667
Vestmark Advisory Solutions
Massachusetts
$327K +$102K +5,994 +48%
CBC
1668
Coombe, Bender & Co
New York
$326K -$186K -10,885 -37%
SCM
1669
Schnieders Capital Management
California
$325K -$10.1K -593 -3%
OL
1670
OneFund LLC
Florida
$325K -$6.22K -364 -2%
CA
1671
Cornerstone Advisory
Maryland
$325K +$7.87K +461 +3%
EB
1672
Exchange Bank
California
$324K -$2.53K -148 -0.8%
VCG
1673
Vantage Consulting Group
Virginia
$324K -$495 -29 -0.2%
WI
1674
WrapManager Inc
California
$324K -$43.3K -2,537 -12%
MPI
1675
Mairs & Power Inc
Minnesota
$324K +$8.54K +500 +3%

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.