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2,394 hedge funds and large institutions have $76.5B invested in AT&T in 2023 Q1 according to their latest regulatory filings, with 165 funds opening new positions, 1,080 increasing their positions, 933 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $1.4B | Put options by funds: $781M

21% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 136

16% more repeat investments, than reductions

Existing positions increased: 1,080 | Existing positions reduced: 933

14% more funds holding in top 10

Funds holding in top 10: 4248 (+6)

6% more capital invested

Capital invested by funds: $72.4B → $76.5B (+$4.09B)

0.94% more ownership

Funds ownership: 54.62%55.56% (+0.94%)

1% less funds holding

Funds holding: 2,4182,394 (-24)

Holders
2,394
Holders Change
-24
Holders Change %
-0.99%
% of All Funds
38.15%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
0.76%
New
165
Increased
1,080
Reduced
933
Closed
136
Calls
$1.4B
Puts
$781M
Net Calls
+$619M
Net Calls Change
-$174M
Name Holding Trade Value Shares
Change
Change in
Stake
OQS
2476
Occudo Quantitative Strategies
Florida
-$222K -12,074 Closed
B
2477
Bailard
California
-$220K -11,962 Closed
KA
2478
Klingman & Associates
New York
-$219K -11,903 Closed
TPW
2479
Tiller Private Wealth
Pennsylvania
-$214K -11,611 Closed
WG
2480
Winton Group
United Kingdom
-$211K -11,478 Closed
CCA
2481
Childress Capital Advisors
Texas
-$206K -11,174 Closed
IWA
2482
IVC Wealth Advisors
Pennsylvania
-$203K -11,044 Closed
CCM
2483
Condor Capital Management
New Jersey
-$203K -11,021 Closed
FNWM
2484
Financial Network Wealth Management
Utah
-$199K -10,806 Closed
CWP
2485
Core Wealth Partners
California
-$849K -10,771 Closed
MIG
2486
McGuire Investment Group
Rhode Island
-$198K -10,769 Closed
FAT
2487
First American Trust
California
-$198K -10,734 Closed
AC
2488
Addison Capital
Pennsylvania
-$194K -10,555 Closed
FW
2489
FirstPurpose Wealth
Utah
-$192K -10,413 Closed
LMKC
2490
L.M. Kohn & Company
Ohio
-$188K -10,186 Closed
CWM
2491
Collaborative Wealth Management
Florida
-$187K -10,165 Closed
HWA
2492
HCR Wealth Advisors
California
-$185K -10,039 Closed
WF
2493
Wayfinding Financial
Washington
-$222K -9,216 Closed
MWM
2494
MinichMacGregor Wealth Management
New York
-$152K -8,256 Closed
CAS
2495
Coppell Advisory Solutions
Texas
-$151K -8,206 Closed
CASC
2496
Coppell Advisory Solutions Corp
Texas
-$151K -8,206 Closed
HB
2497
Horizon Bancorp
Indiana
-$135K -7,332 Closed
SC
2498
Sierra Capital
Florida
-$118K -6,418 Closed
DWP
2499
Destiny Wealth Partners
Florida
-$115K -6,262 Closed
MSCM
2500
McElhenny Sheffield Capital Management
Texas
-$108K -5,522 Closed

T Hedge Fund Activity: Q1 2023 in Review

2,394 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2023, worth a combined $76.5B — up 5.7% from $72.4B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new T positions and 136 closed out — a net gain of 29 holders — while 1,080 added to existing stakes and 933 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $517M. The largest seller was Capital World Investors, cutting an estimated $248M.

  • 2,394 institutional investors held AT&T (T) as of Q1 2023, down from 2,418 in Q4 2022.
  • Funds reported $76.5B of AT&T stock for Q1 2023, up 5.7% quarter-over-quarter.
  • 165 funds opened new AT&T positions in Q1 2023 and 136 closed out, a net change of +29 holders.
  • The largest AT&T buyer in Q1 2023 was Citadel Advisors, an estimated $517M added.
  • The largest AT&T seller in Q1 2023 was Capital World Investors, an estimated $248M sold.

Based on aggregated 13F filings for Q1 2023.