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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
NICM
2326
Neo Ivy Capital Management
New York
$245K +$43.1K +1,949 +22%
LOIM
2327
Liberty One Investment Management
Illinois
$244K -$17.2M -775,986 -99%
EFG
2328
Everhart Financial Group
Ohio
$244K +$8.69K +393 +4%
BWM
2329
BCGM Wealth Management
Indiana
$244K +$14.3K +646 +6%
DL
2330
DOHJ LLC
Washington
$243K -$36.7K -1,661 -14%
AWS
2331
AJ Wealth Strategies
New York
$243K -$3.01K -136 -1%
ERWM
2332
Elk River Wealth Management
Colorado
$243K
MAG
2333
MRA Advisory Group
New Jersey
$242K -$44 -2 -0%
UWPG
2334
Ullmann Wealth Partners Group
Florida
$242K
WFG
2335
Wills Financial Group
Virginia
$241K +$1.59K +72 +0.7%
TI
2336
Truepoint Inc
Ohio
$241K +$2.87K +130 +1%
WF
2337
Williams Financial
Vermont
$241K +$233K +10,558 New
MPIA
2338
Mountain Pacific Investment Advisers
Idaho
$240K -$159K -7,204 -41%
MCM
2339
Marathon Capital Management
Maryland
$240K -$38.3K -1,732 -14%
WW
2340
Westshore Wealth
California
$240K +$232K +10,502 New
TIAM2
2341
Tru Independence Asset Management 2
Oregon
$239K -$25.2K -1,140 -10%
AFA
2342
Atlanta Financial Associates
Georgia
$239K
RIS
2343
Retirement Income Solutions
Michigan
$239K +$111 +5 +0%
GCA
2344
Genesee Capital Advisors
New York
$239K +$231K +10,437 New
HCA
2345
Harbour Capital Advisors
Virginia
$239K +$231K +10,464 New
QWM
2346
Quaker Wealth Management
New Jersey
$238K -$13.6K -613 -6%
ODG
2347
O'Dell Group
Ohio
$238K +$21.3K +964 +10%
FFS
2348
Founders Financial Securities
Maryland
$237K -$58.5K -2,646 -20%
SDH
2349
Sloy Dahl & Holst
Washington
$237K -$18.1K -820 -7%
AA
2350
ACT Advisors
North Carolina
$237K -$2.21K -100 -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.