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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
MGP
476
Metis Global Partners
California
$5.07M +$1.48M +77,343 +42%
DAS
477
Dynamic Advisor Solutions
Arizona
$5.06M -$941K -49,211 -16%
BFS
478
Bard Financial Services
Connecticut
$5.04M +$101K +5,290 +2%
TYCC
479
Texas Yale Capital Corp
Florida
$5.01M +$181K +9,474 +4%
NWM
480
Northcape Wealth Management
New York
$5.01M +$754K +39,429 +18%
O
481
Ossiam
France
$5.01M +$720K +37,697 +17%
AMBIA
482
Allen Mooney & Barnes Investment Advisors
Georgia
$4.98M -$60.5K -3,166 -1%
SFWA
483
Summit Financial Wealth Advisors
Louisiana
$4.98M +$192K +10,022 +4%
MA
484
Mutual Advisors
Nebraska
$4.94M +$127K +6,662 +3%
KRSITF
485
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.88M -$33.3K -1,741 -0.7%
WAM
486
WNY Asset Management
New York
$4.87M +$84.7K +4,432 +2%
AC
487
Addenda Capital
Quebec, Canada
$4.85M -$37.1K -1,941 -0.8%
WS
488
Wedbush Securities
California
$4.83M -$653K -34,161 -12%
CCI
489
Credit Capital Investments
New Jersey
$4.81M +$325K +17,000 +7%
BWS
490
Buck Wealth Strategies
Colorado
$4.75M +$4.71M +246,616 New
TNBTD
491
Trustmark National Bank Trust Department
Mississippi
$4.75M -$2.52M -132,091 -35%
SYBT
492
Stock Yards Bank & Trust
Kentucky
$4.71M +$6.13K +321 +0.1%
MYAM
493
Meiji Yasuda Asset Management
Japan
$4.68M -$871K -45,580 -16%
BS
494
Banco Santander
Spain
$4.68M +$14.9K +781 +0.3%
SA
495
Strategic Advisors
New York
$4.64M +$35K +1,831 +0.8%
VWM
496
Valley Wealth Managers
New Jersey
$4.64M +$440K +23,027 +11%
VIM
497
Vinva Investment Management
Australia
$4.63M +$4.64M +242,614 New
SFS
498
Sowell Financial Services
Arkansas
$4.63M -$2.94M -153,606 -39%
CCMT
499
CMT Capital Markets Trading
Germany
$4.62M +$4.59M +240,000 New
PL
500
Perpetual Ltd
Australia
$4.62M +$4.59M +239,977 New

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.