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2,604 hedge funds and large institutions have $111B invested in AT&T in 2021 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 1,125 increasing their positions, 1,131 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 118

16% more funds holding in top 10

Funds holding in top 10: 6778 (+11)

4% more capital invested

Capital invested by funds: $107B → $111B (+$4.28B)

0% more funds holding

Funds holding: 2,5952,604 (+9)

0.43% less ownership

Funds ownership: 68.83%68.4% (-0.43%)

1% less repeat investments, than reductions

Existing positions increased: 1,125 | Existing positions reduced: 1,131

4% less call options, than puts

Call options by funds: $2.18B | Put options by funds: $2.29B

Holders
2,604
Holders Change
+9
Holders Change %
+0.35%
% of All Funds
45.72%
Holding in Top 10
78
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.42%
% of All Funds
1.37%
New
160
Increased
1,125
Reduced
1,131
Closed
118
Calls
$2.18B
Puts
$2.29B
Net Calls
-$102M
Net Calls Change
-$45.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
2276
Patron Partners
Texas
$271K +$263K +11,884 New
D
2277
Diversified
Delaware
$270K -$48.2K -2,178 -16%
BOM
2278
Bank of Marin
California
$270K -$1.04K -47 -0.4%
ACM
2279
Ashford Capital Management
Delaware
$269K
MHR
2280
Matthew Hamilton Rosenberg
$269K +$32.6K +1,475 +14%
FMN
2281
Financial Management Network
California
$269K +$250K +11,327 New
NWA
2282
New World Advisors
Massachusetts
$268K -$14.6K -662 -5%
VWM
2283
Venturi Wealth Management
Texas
$268K -$243 -11 -0.1%
FBFS
2284
First Business Financial Services
Wisconsin
$268K
MFGP
2285
Marshall Financial Group (Pennsylvania)
Pennsylvania
$268K +$1.08K +49 +0.4%
MWM
2286
MBE Wealth Management
Wisconsin
$267K -$36.4K -1,647 -12%
TWM
2287
TriaGen Wealth Management
California
$267K -$27.8K -1,258 -10%
NWM
2288
Northwest Wealth Management
Iowa
$267K +$3.6K +163 +1%
LFG
2289
Larson Financial Group
Missouri
$266K +$5.17K +234 +2%
NCM
2290
Northwest Capital Management
Oregon
$265K -$41.3K -1,870 -14%
EIA
2291
Eldridge Investment Advisors
New Hampshire
$265K +$199 +9 +0.1%
WIM
2292
Westside Investment Management
California
$264K -$86.5K -3,913 -11%
WA
2293
WESPAC Advisors
California
$262K -$211K -9,544 -45%
BBL
2294
Beck Bode LLC
Massachusetts
$262K +$253K +11,458 New
PCMC
2295
Private Capital Management (Colorado)
Colorado
$261K +$4.31K +195 +2%
PP
2296
Professional Planning
California
$260K -$55.9K -2,527 -18%
RW
2297
REDW Wealth
New Mexico
$260K +$5.28K +239 +2%
MWP
2298
Moller Wealth Partners
$260K +$18K +813 +8%
JWM
2299
Janiczek Wealth Management
Colorado
$260K +$68.3K +3,090 +37%
LIM
2300
Lathrop Investment Management
Arkansas
$259K -$69.4K -3,141 -22%

T Hedge Fund Activity: Q1 2021 in Review

2,604 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2021, worth a combined $111B — up 4% from $107B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new T positions and 118 closed out — a net gain of 42 holders — while 1,125 added to existing stakes and 1,131 trimmed.

The largest buyer was Franklin Resources, adding an estimated $434M. The largest seller was Loomis, Sayles & Company, cutting an estimated $714M.

  • 2,604 institutional investors held AT&T (T) as of Q1 2021, up from 2,595 in Q4 2020.
  • Funds reported $111B of AT&T stock for Q1 2021, up 4% quarter-over-quarter.
  • 160 funds opened new AT&T positions in Q1 2021 and 118 closed out, a net change of +42 holders.
  • The largest AT&T buyer in Q1 2021 was Franklin Resources, an estimated $434M added.
  • The largest AT&T seller in Q1 2021 was Loomis, Sayles & Company, an estimated $714M sold.

Based on aggregated 13F filings for Q1 2021.