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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
RIA
401
Regal Investment Advisors
Michigan
$7.09M +$788K +41,242 +13%
1IA
402
1834 Investment Advisors
Wisconsin
$7.03M +$1.27M +66,656 +22%
AWS
403
Arkfeld Wealth Strategies
Nebraska
$7M -$38.9K -2,035 -0.6%
WA
404
Waverly Advisors
Alabama
$6.99M +$5.32M +278,464 +328%
ASN
405
Advisory Services Network
Georgia
$6.98M +$40.7K +2,132 +0.6%
PGFC
406
Peapack-Gladstone Financial Corp
New Jersey
$6.96M -$19K -992 -0.3%
CWM
407
CIBC World Markets
New York
$6.94M -$36.6M -1,913,433 -84%
XWM
408
Xcel Wealth Management
Florida
$6.93M -$51.3K -2,685 -0.7%
HCM
409
Huber Capital Management
California
$6.92M -$153K -8,000 -2%
CA
410
CSM Advisors
Pennsylvania
$6.88M +$480K +25,100 +8%
SCA
411
Snowden Capital Advisors
New York
$6.87M +$704K +36,836 +12%
T
412
TOBAM
France
$6.85M +$4.14M +216,426 +155%
WB
413
WesBanco Bank
West Virginia
$6.73M -$277K -14,510 -4%
IF
414
Insight Folios
North Carolina
$6.67M +$248K +13,002 +4%
JC
415
Jacobs & Co
California
$6.67M -$230K -12,011 -3%
CBOR
416
Community Bank of Raymore
Missouri
$6.61M -$256K -13,380 -4%
RMA
417
Roffman Miller Associates
Pennsylvania
$6.6M +$603K +31,551 +10%
AF
418
Alerus Financial
North Dakota
$6.57M +$123K +6,430 +2%
WCA
419
Waratah Capital Advisors
Ontario, Canada
$6.53M +$5.23M +273,600 +418%
EAM
420
Eagle Asset Management
Florida
$6.49M +$2.82M +147,584 +78%
MHC
421
Meyer Handelman Company
New York
$6.43M -$134K -7,023 -2%
Marshall Wace
422
Marshall Wace
United Kingdom
$6.35M -$42.2M -2,210,640 -87%
NMERB
423
New Mexico Educational Retirement Board
New Mexico
$6.35M -$203K -10,600 -3%
AG
424
Advocate Group
Minnesota
$6.24M -$976K -51,084 -14%
HFS
425
Hantz Financial Services
Michigan
$6.19M +$181K +9,481 +3%

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.