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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
MSR
1976
Main Street Research
Connecticut
$213K +$207K +12,130 New
UAS
1977
United Asset Strategies
New York
$213K -$60.1K -3,519 -23%
IP
1978
Investment Partners
Ohio
$212K -$33K -1,934 -14%
CWM
1979
Calamos Wealth Management
Illinois
$212K +$5.17K +303 +3%
FCFC
1980
First Commonwealth Financial Corp
Pennsylvania
$212K
WEG
1981
World Equity Group
Illinois
$211K -$105K -6,163 -34%
HI
1982
Harrington Investments
California
$211K -$43.4K -2,540 -17%
CB
1983
CNB Bank
Pennsylvania
$211K -$47.3K -2,771 -19%
VDBMI
1984
Van Den Berg Management I
Texas
$210K
WB
1985
West Bancorporation
Iowa
$210K
MWA
1986
Muirfield Wealth Advisors
North Carolina
$210K +$632 +37 +0.3%
HIA
1987
Harbor Investment Advisory
Maryland
$209K +$7.6K +445 +4%
OSNBOA
1988
Old Second National Bank of Aurora
Illinois
$209K -$52.9K -3,100 -21%
CB
1989
Centennial Bank
Arkansas
$209K -$20K -1,172 -9%
VCWA
1990
Vanguard Capital Wealth Advisors
Colorado
$209K -$6.18K -362 -3%
PWP
1991
Phillips Wealth Planners
Mississippi
$209K +$47.1K +2,760 +27%
CW
1992
CIC Wealth
Maryland
$208K -$1.6K -94 -0.8%
Legacy Financial Group (Iowa)
1993
Legacy Financial Group (Iowa)
Iowa
$208K +$202K +11,819 New
BFWM
1994
Bright Futures Wealth Management
New York
$207K +$189K +11,049 New
PWH
1995
Priebe Wealth Holdings
Minnesota
$207K -$10.3K -606 -5%
SFG
1996
Sather Financial Group
Texas
$206K +$5.74K +336 +3%
GD
1997
Grandfield & Dodd
New York
$206K +$1.38K +81 +0.7%
RL
1998
Rogco LP
Oklahoma
$206K +$16.9K +988 +9%
VP
1999
Verum Partners
North Carolina
$206K -$5.74K -336 -3%
PCS
2000
Private Client Services
Kentucky
$206K +$200K +11,703 New

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.