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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
3IP
2501
3Chopt Investment Partners
Virginia
-$86.3K -4,689 Closed
RFS
2502
Retirement Financial Solutions
Tennessee
-$80.5K -4,373 Closed
EE
2503
EWG Elevate
California
-$74.8K -4,065 Closed
WI
2504
WJ Interests
Texas
-$74.7K -4,058 Closed
PH
2505
Pinnacle Holdings
Oklahoma
-$74.6K -4,054 Closed
RG
2506
Richelieu Gestion
France
-$74K -4,000 Closed
FA
2507
Fiduciary Alliance
South Carolina
-$72.5K -3,939 Closed
WR
2508
WD Rutherford
Oregon
-$69.5K -3,775 Closed
ZIG
2509
Zullo Investment Group
Pennsylvania
-$59.1K -3,211 Closed
MS
2510
Madden Securities
Texas
-$54.6K -2,968 Closed
FWA
2511
Freedom Wealth Alliance
Wisconsin
-$48.1K -2,614 Closed
PFC
2512
Phocas Financial Corp
California
-$45.7K -2,480 Closed
DCM
2513
Davidson Capital Management
Texas
-$37.7K -2,047 Closed
CPFP
2514
Clear Perspectives Financial Planning
Ohio
-$36.8K -2,000 Closed
LAM
2515
Lakewood Asset Management
Illinois
-$32K -1,725 Closed
FIM
2516
FWL Investment Management
Texas
-$31.3K -1,702 Closed
GIA
2517
Goodwin Investment Advisory
Georgia
-$30.7K -1,668 Closed
ACP
2518
Arcus Capital Partners
Georgia
-$26.2K -1,423 Closed
Q
2519
QVR
California
-$23.3K -1,264 Closed
UOTTAIMCU
2520
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$22K -1,200 Closed
AP
2521
Atwood & Palmer
Missouri
-$21.9K -1,192 Closed
MPCL
2522
My Personal CFO LLC
Washington
-$19.7K -1,070 Closed
ACM
2523
AUA Capital Management
Pennsylvania
-$16.3K -885 Closed
IFA
2524
Interactive Financial Advisors
Illinois
-$12.1K -656 Closed
RWMH
2525
Riverpoint Wealth Management Holdings
Illinois
-$8.6K -467 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.