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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
SFA
2301
Souders Financial Advisors
Ohio
$259K +$250K +11,308 New
FCFC
2302
First Citizens Financial Corp
Iowa
$258K -$64.7K -2,925 -21%
PWM
2303
PBMares Wealth Management
Virginia
$258K -$18.6K -843 -7%
AC
2304
Applied Capital
Arkansas
$257K +$249K +11,241 New
CP
2305
Camelot Portfolios
Ohio
$256K +$66 +3 +0%
SLT
2306
St Louis Trust
Missouri
$255K +$246K +11,140 New
GTAM
2307
Global Trust Asset Management
Florida
$254K -$107K -4,820 -30%
VWM
2308
Vigilare Wealth Management
Arizona
$254K -$99.3K -4,489 -29%
RP
2309
Rice Partnership
Hawaii
$254K +$246K +11,126 New
LWCFA
2310
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$252K -$131K -5,919 -35%
UCI
2311
Uncommon Cents Investing
Wisconsin
$252K -$23.9K -1,083 -9%
CMANY
2312
Capital Management Associates (New York)
New York
$252K -$11.7K -530 -5%
BDF
2313
Black Diamond Financial
Maryland
$252K
GCP
2314
Gill Capital Partners
Colorado
$251K -$22.4K -1,011 -8%
RC
2315
Reik & Co
New York
$251K
KFS
2316
Kelly Financial Services
Massachusetts
$249K +$1.02K +46 +0.4%
NA
2317
Nottingham Advisors
New York
$249K +$29.7K +1,345 +14%
MPCG
2318
Matrix Private Capital Group
New York
$248K -$13K -587 -5%
AIA
2319
Arbor Investment Advisors
North Carolina
$248K
CAWM
2320
Capital Advisors Wealth Management
Washington
$248K +$240K +10,849 New
TCM
2321
Tradewinds Capital Management
Washington
$247K -$568K -25,682 -70%
AIFAIM
2322
American Institute for Advanced Investment Management
Arizona
$247K -$39.5K -1,785 -14%
AWM
2323
Arbor Wealth Management
Florida
$247K -$840 -38 -0.4%
AWC
2324
Abundance Wealth Counselors
Pennsylvania
$245K
RHP
2325
Royal Harbor Partners
Texas
$245K +$3.07K +139 +1%

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.