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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
SFG
1951
Sowa Financial Group
Rhode Island
$219K
PWM
1952
Paulson Wealth Management
Illinois
$219K +$4.73K +277 +2%
BPC
1953
Banque Pictet & Cie
Switzerland
$219K -$286K -16,748 -57%
RCWM
1954
Royal Capital Wealth Management
Indiana
$219K -$22.3K -1,304 -9%
EWG
1955
Executive Wealth Group
Washington
$218K +$214K +12,532 New
RFA
1956
Register Financial Advisors
Georgia
$218K +$10.9K +639 +5%
AFS
1957
AFG Fiduciary Services
Massachusetts
$218K +$21.4K +1,251 +11%
SPI
1958
Santori & Peters Inc
Pennsylvania
$218K +$1.47K +86 +0.7%
HNWAG
1959
High Net Worth Advisory Group
Florida
$218K -$9.15K -536 -4%
SWS
1960
SYSTM Wealth Solutions
Illinois
$217K -$54.7K -3,206 -21%
BA
1961
Bridgewater Advisors
New York
$217K -$30.2K -1,767 -13%
WHC
1962
Wulff, Hansen & Co
California
$217K +$4.35K +255 +2%
SRC
1963
Sage Rhino Capital
California
$216K +$2.41K +141 +1%
CWS
1964
Cypress Wealth Services
California
$216K +$20.8K +1,220 +11%
MWM
1965
Merriman Wealth Management
Washington
$216K +$1.02K +60 +0.5%
MIA
1966
MeadowBrook Investment Advisors
Michigan
$216K +$2.39K +140 +1%
MMHP
1967
Murphy Middleton Hinkle & Parker
Georgia
$216K -$10.9K -640 -5%
ME
1968
McIlrath & Eck
Washington
$216K +$990 +58 +0.5%
MAM
1969
MMA Asset Management
Pennsylvania
$215K +$5.81K +340 +3%
JWBC
1970
John W. Brooker & Co
California
$214K
FDDB
1971
Fidelity D&D Bancorp
Pennsylvania
$214K -$174K -10,168 -46%
FWTB
1972
First Western Trust Bank
Colorado
$214K -$16.1K -944 -7%
OPWM
1973
Oxinas Partners Wealth Management
Indiana
$214K +$9.66K +566 +5%
UF
1974
Univest Financial
Pennsylvania
$214K -$18.9K -1,106 -8%
IGGA
1975
Iron Gate Global Advisors
Utah
$214K +$30.1K +1,762 +17%

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.