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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
WW
451
Windle Wealth
Oklahoma
$5.54M +$113K +5,890 +2%
IAA
452
Independent Advisor Alliance
North Carolina
$5.5M -$223K -11,654 -4%
NWM
453
NEIRG Wealth Management
Massachusetts
$5.49M +$117K +6,143 +2%
KFP
454
Keystone Financial Planning
Ohio
$5.47M -$14.3K -746 -0.3%
PCOC
455
Power Corp of Canada
Canada
$5.47M +$5.25M +274,665 +1,443%
CCM
456
Coldstream Capital Management
Washington
$5.46M +$209K +10,935 +4%
CTC
457
Central Trust Company
Missouri
$5.43M +$64.3K +3,367 +1%
MCM
458
MAI Capital Management
Ohio
$5.39M +$141K +7,367 +3%
CIBC Private Wealth Group
459
CIBC Private Wealth Group
Georgia
$5.39M +$76K +3,978 +1%
WIS
460
Wright Investors Service
Connecticut
$5.38M +$70.4K +3,684 +1%
MC
461
Moors & Cabot
Massachusetts
$5.38M +$48K +2,512 +0.9%
PSP
462
Principal Street Partners
Tennessee
$5.38M +$489K +25,611 +10%
PFO
463
Pathstone Family Office
New Jersey
$5.28M -$10.5M -551,666 -68%
CM
464
Capital Management
Virginia
$5.27M -$73.7K -3,856 -1%
BL
465
BCWM LLC
Kansas
$5.25M +$707K +36,977 +16%
NEAM
466
New England Asset Management
Connecticut
$5.24M +$3.82K +200 +0.1%
CI
467
CX Institutional
Indiana
$5.23M +$4.69M +245,506 +984%
QIM
468
Quantitative Investment Management
Virginia
$5.21M +$2.44M +127,629 +89%
Los Angeles Capital Management
469
Los Angeles Capital Management
California
$5.18M +$1.52M +79,366 +42%
IA
470
IFP Advisors
Florida
$5.17M -$3.27M -171,140 -46%
Brown Advisory
471
Brown Advisory
Maryland
$5.17M -$70.3K -3,677 -1%
RWM
472
Rench Wealth Management
Texas
$5.15M +$573K +29,957 +13%
JWCA
473
J.W. Cole Advisors
Florida
$5.1M +$262K +13,690 +5%
RIG
474
RiverFront Investment Group
Virginia
$5.07M +$456K +23,854 +10%
SAM
475
Sompo Asset Management
Japan
$5.07M +$698K +36,500 +16%

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.