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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 163 funds opening new positions, 983 increasing their positions, 1,039 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: 163 | 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: 1,039

1% less funds holding

Funds holding: 2,4442,416 (-28)

5% less funds holding in top 10

Funds holding in top 10: 4038 (-2)

Holders
2,416
Holders Change
-28
Holders Change %
-1.15%
% 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
163
Increased
983
Reduced
1,039
Closed
158
Calls
$1.04B
Puts
$800M
Net Calls
+$240M
Net Calls Change
-$85.7M
Name Holding Trade Value Shares
Change
Change in
Stake
DPW
2226
DiNuzzo Private Wealth
Pennsylvania
$61.4K -$137 -8 -0.2%
TC
2227
Tacita Capital
Ontario, Canada
$60.9K +$19.4K +1,135 +49%
FFA
2228
Frazier Financial Advisors
Ohio
$60.8K +$5.12K +300 +10%
KA
2229
Kozak & Associates
Colorado
$60.5K +$22.1K +1,294 +59%
MLA
2230
MB, Levis & Associates
Pennsylvania
$60.5K +$102 +6 +0.2%
LOIM
2231
Liberty One Investment Management
Illinois
$59.1K -$3.6K -211 -6%
AWM
2232
Ameliora Wealth Management
Switzerland
$58.2K +$51.2K +3,000 +974%
TAM
2233
Tucker Asset Management
Colorado
$56.1K -$94.6K -5,538 -63%
LF
2234
LifeSteps Financial
California
$55.7K +$54K +3,164 New
PH
2235
Pinnacle Holdings
Oklahoma
$53.8K
TCG
2236
Transcendent Capital Group
Oklahoma
$53.7K +$51 +3 +0.1%
GTAM
2237
Global Trust Asset Management
Florida
$53.6K
TFM
2238
TFC Financial Management
Massachusetts
$53.4K -$19.1K -1,116 -27%
MTIC
2239
Missouri Trust & Investment Company
Missouri
$52.8K -$21.3K -1,250 -29%
CWM
2240
Compass Wealth Management
Connecticut
$52K -$1.6K -94 -3%
SRCM
2241
Signature Resources Capital Management
California
$51.5K
CAM
2242
Close Asset Management
United Kingdom
$51K -$12.8K -750 -21%
PIS
2243
POM Investment Strategies
North Carolina
$50.1K
HWA
2244
Heritage Wealth Advisors
Virginia
$50.1K -$1.71K -100 -3%
KFP
2245
Keener Financial Planning
Texas
$50K +$26.9K +1,577 +126%
PK
2246
Pflug Koory
Nebraska
$49.3K -$3.04K -178 -6%
BAM
2247
Bellevue Asset Management
Washington
$48.9K -$3.36K -197 -7%
HF
2248
Halpern Financial
Virginia
$48K
C
2249
Covestor
United Kingdom
$48K +$10.6K +622 +30%
MWM
2250
Mascoma Wealth Management
New Hampshire
$47K -$1.96K -115 -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: 163 funds opened new T positions and 158 closed out — a net gain of 5 holders — while 983 added to existing stakes and 1,039 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 2,444 in Q4 2023.
  • Funds reported $73.6B of AT&T stock for Q1 2024, up 5% quarter-over-quarter.
  • 163 funds opened new AT&T positions in Q1 2024 and 158 closed out, a net change of +5 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.