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…
T
Which hedge funds are long T?
2 published ideas on AT&T Inc. across 1 fund — 2 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on AT&T Inc.: the full 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…