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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
KLI
2376
Kelman-Lazarov Inc
Tennessee
$225K
PWM
2377
Prentice Wealth Management
New York
$225K +$218K +9,844 New
BSSFA
2378
Baron Silver Stevens Financial Advisors
Florida
$224K -$36.8K -1,665 -14%
TIM
2379
Total Investment Management
Arizona
$224K -$9.75K -441 -4%
SRC
2380
Sage Rhino Capital
California
$224K +$5.88K +266 +3%
SIA
2381
SkyView Investment Advisors
New Jersey
$224K +$10.8K +487 +5%
PTB
2382
Pioneer Trust Bank
Oregon
$223K -$36.5K -1,651 -14%
IFS
2383
Ifrah Financial Services
Arkansas
$223K -$5.13K -232 -2%
DFA
2384
DHJJ Financial Advisors
Illinois
$223K
DCM
2385
Dimension Capital Management
Florida
$222K -$15.4K -698 -7%
AIM
2386
Aspen Investment Management
Michigan
$222K -$5.86K -265 -3%
FDCC
2387
Foster Dykema Cabot & Co
Massachusetts
$221K -$131K -5,933 -38%
AI
2388
AXS Investments
New York
$220K +$213K +9,629 New
IHL
2389
Investment House LLC
California
$219K -$54K -2,443 -20%
DI
2390
DFPG Investments
Utah
$219K -$18.9K -857 -8%
CPR
2391
CSU Producer Resources
Ohio
$218K
S
2392
SimplyRich
California
$218K
ICM
2393
Islay Capital Management
Texas
$217K -$509K -23,010 -71%
BFA
2394
Brendel Financial Advisors
New Hampshire
$217K
HA
2395
Hamel Associates
New Jersey
$217K
RCWMU
2396
Rothschild & Co Wealth Management (UK)
United Kingdom
$217K
GCA
2397
Greenwood Capital Associates
South Carolina
$216K +$208K +9,430 New
KA
2398
Klingman & Associates
New York
$216K +$209K +9,451 New
GAB
2399
German American Bancorp
Indiana
$215K -$34.8K -1,574 -14%
PO
2400
Private Ocean
California
$215K +$4.18K +189 +2%

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.