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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
SPC
1926
Spirepoint Private Client
Florida
$227K +$220K +12,880 New
GIA
1927
GHP Investment Advisors
Colorado
$226K -$69.4K -4,065 -24%
AWM
1928
Aberdeen Wealth Management
Illinois
$226K -$10.5K -614 -5%
FW
1929
FirstPurpose Wealth
Utah
$226K -$5.62K -329 -2%
ACS
1930
Archford Capital Strategies
Illinois
$226K -$7.46K -437 -3%
SFG
1931
SevenBridge Financial Group
Pennsylvania
$226K -$49.3K -2,885 -18%
PTC
1932
Petrus Trust Company
Texas
$226K +$219K +12,813 New
FWA
1933
FSM Wealth Advisors
Ohio
$225K +$30.1K +1,765 +16%
RTC
1934
Riverview Trust Company
Washington
$225K -$9.07K -531 -4%
MIP
1935
Marietta Investment Partners
Wisconsin
$224K
RWI
1936
Red Wave Investments
Pennsylvania
$224K -$6.2K -363 -3%
SC
1937
Saybrook Capital
North Carolina
$224K
CWM
1938
Campbell Wealth Management
Virginia
$224K +$217K +12,710 New
PWM
1939
Purus Wealth Management
California
$224K -$63.4K -3,715 -23%
DA
1940
Doliver Advisors
Texas
$223K -$16.5K -969 -7%
TWM
1941
Trueblood Wealth Management
Ohio
$223K -$6.46K -378 -3%
AWS
1942
Aspen Wealth Strategies
Colorado
$223K -$5.07K -297 -2%
SXL
1943
Summit X LLC
Missouri
$222K +$25.8K +1,510 +14%
FFA
1944
Fi3 Financial Advisors
Indiana
$222K +$35.4K +2,072 +19%
SCP
1945
Sivia Capital Partners
California
$221K +$1.84K +108 +0.9%
WA
1946
Wealthstar Advisors
Texas
$221K -$495 -29 -0.2%
HCM
1947
Howard Capital Management
Georgia
$220K +$10.4K +612 +5%
BA
1948
Bristlecone Advisors
Washington
$220K
CPC
1949
Congress Park Capital
New York
$220K -$17.1K -1,000 -7%
MIM
1950
MTM Investment Management
South Carolina
$219K -$13.6K -797 -6%

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.