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
PIMG
1801
Patriot Investment Management Group
Tennessee
$272K -$23.7K -1,386 -8%
MWC
1802
MBM Wealth Consultants
Missouri
$271K -$3.69K -216 -1%
SCM
1803
Sterneck Capital Management
Missouri
$271K -$10.8K -630 -4%
LWA
1804
Lineweaver Wealth Advisors
Ohio
$271K +$1.84K +108 +0.7%
EIG
1805
Ellenbecker Investment Group
Wisconsin
$270K +$3.62K +212 +1%
MSA
1806
Marino Stram & Associates
Massachusetts
$270K -$240K -14,048 -48%
JE
1807
JMAC Enterprises
Pennsylvania
$269K -$75.3K -4,410 -22%
PFSC
1808
Peoples Financial Services Corp
Pennsylvania
$268K -$80.3K -4,700 -24%
BTIM
1809
BancFirst Trust & Investment Management
Oklahoma
$268K +$5.05K +296 +2%
TA
1810
TruWealth Advisors
Louisiana
$268K -$12.4K -726 -5%
FL
1811
Fort LP
Maryland
$267K -$17.2K -1,007 -6%
BFA
1812
Beaumont Financial Advisors
Massachusetts
$267K -$4.73K -277 -2%
AP
1813
Appleton Partners
Massachusetts
$267K -$59.8K -3,504 -19%
SWP
1814
ShoreHaven Wealth Partners
New Jersey
$266K -$55.8K -3,270 -18%
TPWA
1815
TRUE Private Wealth Advisors
Oregon
$266K +$22.2K +1,301 +9%
NAS
1816
NWF Advisory Services
California
$266K +$14.9K +870 +6%
PM
1817
Penbrook Management
New York
$265K -$8.54K -500 -3%
WW
1818
Waterfront Wealth
Kansas
$265K -$10.1K -589 -4%
BOC
1819
Barbara Oil Co
Illinois
$264K
PCMU
1820
Paragon Capital Management (Utah)
Utah
$264K
NECFA
1821
New England Capital Financial Advisors
Connecticut
$263K -$18.9K -1,107 -7%
1WM
1822
1900 Wealth Management
Texas
$263K +$50.4K +2,950 +25%
MA
1823
MBA Advisors
Pennsylvania
$263K -$14.7K -858 -5%
SWP
1824
Semus Wealth Partners
Florida
$262K -$13.6K -797 -5%
ACG
1825
Allen Capital Group
Nebraska
$262K +$41K +2,402 +19%

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.