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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
CFG
2451
CKW Financial Group
Hawaii
$163K -$6.39K -289 -4%
VCM
2452
Versant Capital Management
Arizona
$162K
TCM
2453
TD Capital Management
Tennessee
$162K +$6.85K +310 +5%
OWA
2454
Outlook Wealth Advisors
Texas
$159K -$265K -11,988 -63%
RWG
2455
Regal Wealth Group
California
$158K +$884 +40 +0.6%
SIAP
2456
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$156K -$17.6K -794 -10%
SC
2457
Sierra Capital
Florida
$154K +$149K +6,737 New
JMF
2458
Johnson Midwest Financial
Iowa
$153K +$21K +948 +17%
TFM
2459
TFC Financial Management
Massachusetts
$152K -$25.1K -1,134 -15%
TAIM
2460
TD Ameritrade Investment Management
Nebraska
$150K
PIM
2461
Platinum Investment Management
Australia
$146K +$141K +6,386 New
AL
2462
ADE LLC
Maryland
$145K -$120K -5,423 -46%
FQ
2463
First Quadrant
California
$144K
MCAI
2464
Members Capital Advisors Inc
Wisconsin
$144K
IWP
2465
IAG Wealth Partners
Wisconsin
$141K +$13.2K +598 +11%
HS
2466
Horan Securities
United States
$139K +$38.8K +1,757 +41%
JFA
2467
JNBA Financial Advisors
Minnesota
$138K +$29.3K +1,324 +28%
PPW
2468
Pasadena Private Wealth
California
$134K
FP
2469
Fiduciary Planning
Florida
$134K +$1.7K +77 +1%
HWM
2470
HighMark Wealth Management
Minnesota
$129K +$44 +2 +0%
POIA
2471
Pin Oak Investment Advisors
Texas
$129K +$17.6K +795 +16%
SL
2472
Savior LLC
Massachusetts
$128K -$22.8K -1,033 -16%
MIFH
2473
Migdal Insurance & Financial Holdings
Israel
$126K +$29K +1,311 +31%
FPB
2474
First PREMIER Bank
South Dakota
$123K +$155 +7 +0.1%
JPLA
2475
Joseph P. Lucia & Associates
New York
$123K +$8.78K +397 +8%

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.