We are live on ! Find out more

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
TIM
2401
Tortoise Investment Management
New York
$215K +$30.6K +1,383 +17%
SIGI
2402
Susquehanna International Group (Ireland)
Ireland
$215K +$208K +9,400 New
RA
2403
Rodgers & Associates
Pennsylvania
$214K +$3.67K +166 +2%
RPGK
2404
Retirement Planning Group (Kansas)
Kansas
$214K +$207K +9,347 New
DIA
2405
Davidson Investment Advisors
Montana
$214K +$207K +9,367 New
FPCM
2406
Financial Partners Capital Management
New York
$214K -$58.5K -2,648 -22%
AWA
2407
AmeriServ Wealth Advisors
Pennsylvania
$213K -$33.3K -1,507 -14%
DWM
2408
Defined Wealth Management
Oregon
$213K -$4.27K -193 -2%
Aristotle Capital Management
2409
Aristotle Capital Management
California
$213K
SFP
2410
Sterling Financial Planning
New Jersey
$212K -$112K -5,053 -35%
PA
2411
Prism Advisors
California
$212K +$1.24K +56 +0.6%
FFA
2412
Fi3 Financial Advisors
Indiana
$212K +$205K +9,273 New
CF
2413
Corrigan Financial
Rhode Island
$212K +$205K +9,260 New
RPG
2414
Resource Planning Group
Georgia
$211K +$66 +3 +0%
GKWIM
2415
Gerber Kawasaki Wealth & Investment Management
California
$211K +$205K +9,272 New
APWM
2416
Atlas Private Wealth Management
New York
$210K -$77.5K -3,503 -28%
LA
2417
Legacy Advisors
Pennsylvania
$209K +$202K +9,142 New
NEGWA
2418
New England Guild Wealth Advisors
Connecticut
$207K +$200K +9,048 New
BA
2419
Bridge Advisory
California
$206K -$23.2K -1,051 -10%
VC
2420
Veracity Capital
Georgia
$206K -$10.4K -471 -5%
CCA
2421
Cadent Capital Advisors
Oklahoma
$206K +$199K +8,999 New
MCG
2422
MACRO Consulting Group
New Jersey
$206K +$199K +9,012 New
CWM
2423
Collaborative Wealth Management
Florida
$206K +$255K +11,552 New
OKSA
2424
O'Keefe Stevens Advisory
New York
$204K +$193K +8,725 New
BWP
2425
Baldwin Wealth Partners
Massachusetts
$203K -$8.18K -370 -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.