We are live on ! Find out more

2,415 hedge funds and large institutions have $73.6B invested in AT&T in 2024 Q1 according to their latest regulatory filings, with 162 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: 162 | 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: 2,4442,415 (-29)

5% less funds holding in top 10

Funds holding in top 10: 4038 (-2)

Holders
2,415
Holders Change
-29
Holders Change %
-1.19%
% of All Funds
34.79%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.55%
New
162
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
EWM
2351
Evermay Wealth Management
Virginia
$9.33K +$2.89K +169 +47%
PCWA
2352
Pacific Capital Wealth Advisors
California
$9.24K
WOC
2353
West Oak Capital
California
$9K -$5.12K -300 -38%
YAL
2354
Your Advocates Ltd
Texas
$8.8K +$8.54K +500 New
CMA
2355
Cedar Mountain Advisors
Oregon
$8.67K +$1.66K +97 +24%
MBFW
2356
Morton Brown Family Wealth
Pennsylvania
$8.57K -$36.5K -2,135 -81%
OCM
2357
Orion Capital Management
California
$8.06K
CAC
2358
Core Alternative Capital
Georgia
$7.97K -$7.16K -419 -48%
GC
2359
Gould Capital
Washington
$7.74K +$120 +7 +2%
DCM
2360
Davis Capital Management
Florida
$7.44K
W
2361
WealthCollab
Washington
$7.38K +$1.6K +94 +29%
NC
2362
NewSquare Capital
Pennsylvania
$7.26K -$5.82K -341 -45%
CTC
2363
Cetera Trust Company
Minnesota
$7.22K
MCM
2364
MidAtlantic Capital Management
Virginia
$7.04K
PFA
2365
Pathway Financial Advisers
Indiana
$7.04K +$6.83K +400 New
TCA
2366
Trifecta Capital Advisors
Illinois
$6.99K
EWP
2367
Elevation Wealth Partners
California
$6.67K -$3.93K -230 -38%
GFL
2368
Granite FO LLC
New Hampshire
$6.18K
RAM
2369
Riggs Asset Management
Pennsylvania
$5.51K
RCM
2370
Richardson Capital Management
Wisconsin
$5.46K -$57.9K -3,390 -92%
SC
2371
Solstein Capital
California
$5.28K
NC
2372
nVerses Capital
Florida
$5.28K +$5.12K +300 New
KWAG
2373
Kiely Wealth Advisory Group
North Carolina
$5.17K -$46.8K -2,742 -90%
WCM
2374
Westend Capital Management
California
$5.03K +$4.88K +286 New
FCG
2375
Financial Connections Group
California
$5K +$4.44K +260 +1,733%

T Hedge Fund Activity: Q1 2024 in Review

2,415 of the 6,942 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: 162 funds opened new T positions and 158 closed out — a net gain of 4 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.

  • 2,415 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.
  • 162 funds opened new AT&T positions in Q1 2024 and 158 closed out, a net change of +4 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.