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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
CFS
2276
CGC Financial Services
Oregon
$31.6K +$3.18K +186 +12%
EFP
2277
EnRich Financial Partners
Wisconsin
$30.8K +$29.8K +1,748 New
RP
2278
Raelipskie Partnership
Ontario, Canada
$30.2K -$34.2K -2,000 -54%
CWM
2279
CarsonAllaria Wealth Management
Illinois
$29.1K -$2.95K -173 -9%
BL
2280
Bleichroeder LP
New York
$29K
CIR
2281
Clear Investment Research
Georgia
$29K
SFCL
2282
Strengthening Families & Communities LLC
Massachusetts
$29K +$290 +17 +1%
FPF
2283
First Pacific Financial
Washington
$28.2K +$17.1K +1,000 +167%
CSWM
2284
Cassady Schiller Wealth Management
Ohio
$28.1K -$22.3K -1,305 -45%
MRCM
2285
M&R Capital Management
New Jersey
$27.7K -$360K -21,102 -93%
SFA
2286
Semmax Financial Advisors
North Carolina
$27.7K +$307 +18 +1%
IHWM
2287
Iron Horse Wealth Management
Iowa
$27K
TCM
2288
Tradewinds Capital Management
Washington
$26.7K +$51 +3 +0.2%
FRA
2289
Frank Rimerman Advisors
California
$26.7K
LWA
2290
Lowe Wealth Advisors
Maryland
$25.9K +$222 +13 +0.9%
TLA
2291
Tanglewood Legacy Advisors
Texas
$25.8K
CMANY
2292
Capital Management Associates (New York)
New York
$25.5K
TVWM
2293
Tower View Wealth Management
Wisconsin
$25K -$1.02K -60 -4%
HC
2294
Hoese & Co
Minnesota
$24.9K
GG
2295
Gleason Group
Kentucky
$24.5K -$2.83K -166 -11%
AT
2296
Avalon Trust
New Mexico
$24.3K -$5.07K -297 -18%
CCC
2297
Chelsea Counsel Company
California
$24.2K -$6.57K -385 -22%
FSWA
2298
Financial Synergies Wealth Advisors
Texas
$24K +$23.3K +1,366 New
DWS
2299
Dynamic Wealth Strategies
California
$24K
GAG
2300
Goodman Advisory Group
Massachusetts
$23.9K

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.