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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
BEW
1901
Burton Enright Welch
California
$232K +$225K +13,185 New
PMG
1902
Private Management Group
California
$232K -$5.57K -326 -2%
EFG
1903
Ethos Financial Group
Pennsylvania
$231K -$17.1K -999 -7%
CP
1904
Castleview Partners
Texas
$231K +$49.2K +2,884 +28%
CBT
1905
Central Bank & Trust
Kentucky
$231K
IIA
1906
IPG Investment Advisors
California
$231K -$96.9K -5,673 -30%
PMAM
1907
Picton Mahoney Asset Management
Ontario, Canada
$230K +$14K +820 +7%
BWM
1908
Buska Wealth Management
Wisconsin
$230K +$223K +13,061 New
QC
1909
Quent Capital
New York
$229K -$8.37K -490 -4%
BHIA
1910
Birch Hill Investment Advisors
Massachusetts
$229K
LGA
1911
Lebenthal Global Advisors
New York
$229K -$25.6K -1,500 -10%
SC
1912
Swan Capital
Florida
$229K +$15.8K +926 +8%
CPA
1913
Clear Point Advisors
New York
$229K +$2.13K +125 +1%
PFWA
1914
Paces Ferry Wealth Advisors
Georgia
$229K +$222K +12,983 New
KCM
1915
Kendall Capital Management
Maryland
$228K -$46.1K -2,697 -17%
FAFN
1916
First Affirmative Financial Network
Colorado
$228K +$221K +12,962 New
DOA
1917
D'Orazio & Associates
Virginia
$228K +$2.44K +143 +1%
CAM
1918
Costello Asset Management
Pennsylvania
$228K +$144K +8,445 +188%
EA
1919
Ergawealth Advisors
Illinois
$228K +$31.2K +1,828 +16%
JCM
1920
Jag Capital Management
Missouri
$228K +$10.4K +608 +5%
KA
1921
Kooman & Associates
Pennsylvania
$227K +$221K +12,922 New
OHWP
1922
Oak Harbor Wealth Partners
North Carolina
$227K +$34 +2 +0%
AIM
1923
Acropolis Investment Management
Missouri
$227K -$77K -4,508 -26%
GWM
1924
GSB Wealth Management
Connecticut
$227K +$220K +12,894 New
PB
1925
Pinnacle Bancorp
Nebraska
$227K -$7.67K -449 -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.