LongTJun 2026
AT&T Inc.
The fund held an overweight position in AT&T during the quarter. Shares declined even though first-quarter earnings beat expectations, indicating that investors focused more…
T
Which hedge funds are long T?
2 published ideas on AT&T Inc. across 2 funds — 2 long and 0 short.
At&T hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on At&T: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongTJun 2026
AT&T Inc.
AT&T weakened as investors focused on telecom competition, wireless churn and softer pricing. Ariel believes fears of satellite-based mobile disruption are overstated because…