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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
BL
1826
Balentine LLC
Georgia
$261K +$29K +1,697 +13%
RFS
1827
Richardson Financial Services
Massachusetts
$261K +$11.7K +685 +5%
CIA
1828
Cohen Investment Advisors
New Hampshire
$260K -$19.6K -1,149 -7%
BB
1829
Berkshire Bank
Massachusetts
$260K -$12.7K -745 -5%
HDIM
1830
Hanson & Doremus Investment Management
Vermont
$260K -$51.7K -3,028 -17%
ARC
1831
Advisor Resource Council
Texas
$259K -$680K -39,825 -72%
KDA
1832
Kraft Davis & Associates
Missouri
$259K -$43.3K -2,533 -14%
TFS
1833
Thoroughbred Financial Services
Tennessee
$258K -$92.4K -5,410 -27%
CTWM
1834
Cherry Tree Wealth Management
Minnesota
$257K
ST
1835
Sabal Trust
Florida
$257K
MIC
1836
Means Investment Company
Maine
$257K -$2.36K -138 -0.9%
SL
1837
SWMG LLC
Texas
$257K -$6.83K -400 -3%
SMA
1838
Seven Mile Advisory
New Jersey
$256K +$32.9K +1,928 +15%
SL
1839
Sentinus LLC
Illinois
$256K +$248K +14,526 New
FCM
1840
Firestone Capital Management
Florida
$256K -$51.7K -3,029 -17%
SCM
1841
Steele Capital Management
Iowa
$255K +$939 +55 +0.4%
CFSG
1842
Community Financial Services Group
Vermont
$255K +$247K +14,481 New
HCM
1843
Howland Capital Management
Massachusetts
$254K -$90.6K -5,305 -27%
HNB
1844
Hilltop National Bank
Wyoming
$254K +$246K +14,426 New
CSI
1845
Cross Staff Investments
New York
$253K -$19.3K -1,133 -7%
FFB
1846
First Financial Bankshares
Texas
$253K -$64.5K -3,775 -21%
TWP
1847
Tempus Wealth Planning
California
$252K -$119K -6,997 -33%
CFA
1848
Capstone Financial Advisors
Illinois
$252K -$284K -16,652 -54%
HWP
1849
Heritage Wealth Partners
Ohio
$252K
AAMA
1850
Advanced Asset Management Advisors
Ohio
$252K +$7.91K +463 +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.