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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
RWM
2351
Reston Wealth Management
Virginia
$237K +$8.05K +364 +4%
NG
2352
Northstar Group
New York
$236K -$45.6K -2,061 -17%
FMB
2353
Field & Main Bank
Kentucky
$236K
FMP
2354
Financial Management Professionals
Texas
$235K -$31.8K -1,436 -12%
LFA
2355
Landmark Financial Advisors
Kentucky
$235K -$13.2K -596 -5%
FNBSF
2356
First National Bank Sioux Falls
South Dakota
$235K +$14.4K +650 +7%
GSEP
2357
Golden State Equity Partners
California
$234K -$296K -13,383 -57%
SFG
2358
Sunburst Financial Group
Alabama
$234K -$2.15K -97 -0.9%
QAM
2359
QCI Asset Management
New York
$234K +$226K +10,224 New
LFA
2360
Lighthouse Financial Advisors
Maryland
$233K -$2.11M -95,336 -90%
LWMG
2361
Levy Wealth Management Group
Pennsylvania
$233K -$7.16K -324 -3%
SAM
2362
Security Asset Management
New York
$232K +$71.8K +3,249 +47%
CAM
2363
Congress Asset Management
Massachusetts
$231K -$39.6K -1,791 -15%
AFA
2364
American Financial Advisors
Georgia
$231K -$8.64K -391 -4%
BWM
2365
Biltmore Wealth Management
Arizona
$231K +$44 +2 +0%
IDBONY
2366
Israel Discount Bank of New York
New York
$230K -$6.08K -275 -3%
FCMC
2367
Founders Capital Management (Connecticut)
Connecticut
$230K +$5.13K +232 +2%
PCA
2368
Pallas Capital Advisors
Massachusetts
$230K +$206K +9,320 New
IA
2369
IFG Advisors
Missouri
$230K +$223K +10,068 New
MS
2370
Mizuho Securities
Japan
$228K +$145K +6,542 +190%
VCAM
2371
Van Cleef Asset Management
Ohio
$227K -$64.1K -2,899 -23%
FCT
2372
Family Capital Trust
Massachusetts
$227K
ASC
2373
Atalanta Sosnoff Capital
New York
$227K +$5.39K +244 +3%
FAM
2374
Fenimore Asset Management
New York
$226K -$14.6K -662 -6%
TLCM
2375
Twin Lakes Capital Management
California
$226K +$8.03K +363 +4%

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.