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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
HGERS
1876
Householder Group Estate & Retirement Specialist
Arizona
$241K +$7.33K +429 +3%
SAW
1877
Signal Advisors Wealth
Michigan
$240K +$233K +13,635 New
KFG
1878
Kingdom Financial Group
Arizona
$240K +$233K +13,617 New
Kovitz Investment Group Partners
1879
Kovitz Investment Group Partners
Illinois
$239K +$232K +13,596 New
CRC
1880
Curi RMB Capital
Illinois
$238K -$40.8K -2,389 -15%
EW
1881
Element Wealth
Mississippi
$238K -$6.95K -407 -3%
CC
1882
Callan Capital
California
$238K +$231K +13,537 New
MAM
1883
MWA Asset Management
Massachusetts
$238K +$23.1K +1,351 +11%
DA
1884
Dover Advisors
Virginia
$238K +$27K +1,582 +13%
WTB
1885
Washington Trust Bank
Washington
$237K -$178K -10,450 -44%
NC
1886
NBW Capital
Massachusetts
$237K -$18.5K -1,082 -7%
BOPW
1887
Brandywine Oak Private Wealth
Pennsylvania
$237K +$41.9K +2,451 +22%
LFA
1888
LGT Financial Advisors
Texas
$237K +$1.45K +85 +0.6%
Fiera Capital (Canada)
1889
Fiera Capital (Canada)
Quebec, Canada
$237K +$18.4K +1,077 +9%
DWM
1890
Darwin Wealth Management
Florida
$236K -$13.6K -796 -6%
GG
1891
GenWealth Group
New Jersey
$236K +$546 +32 +0.2%
PSB
1892
Passumpsic Savings Bank
Vermont
$236K +$229K +13,395 New
EGA
1893
E&G Advisors
Texas
$236K -$5.12K -300 -2%
WJA
1894
Willis Johnson & Associates
Texas
$236K -$4.58K -268 -2%
TF
1895
Trek Financial
Arizona
$236K +$3.26K +191 +1%
FCA
1896
FinTrust Capital Advisors
South Carolina
$235K -$3.55K -208 -2%
KFP
1897
KMG Fiduciary Partners
Ohio
$234K -$67.4K -3,946 -23%
WAM
1898
Worth Asset Management
Texas
$233K -$2.29M -134,224 -91%
WA
1899
Wealth Architects
California
$233K +$3.04K +178 +1%
AAS
1900
Asset Allocation Strategies
Michigan
$232K +$9.27K +543 +4%

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.