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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
VVP
526
Venture Visionary Partners
Ohio
$4.27M +$480K +25,121 +13%
KPWS
527
Kestra Private Wealth Services
Texas
$4.22M +$538K +28,145 +15%
ONSWM
528
Old North State Wealth Management
North Carolina
$4.22M +$352K +18,411 +9%
DLA
529
Douglas Lane & Associates
New York
$4.21M -$7.86K -411 -0.2%
KWM
530
Kingsview Wealth Management
Oregon
$4.18M -$736K -38,501 -15%
VLC
531
Van Leeuwen & Company
New Jersey
$4.18M -$86.1K -4,505 -2%
SGI
532
Summit Global Investments
Utah
$4.18M +$628K +32,862 +18%
AWM
533
Apollon Wealth Management
South Carolina
$4.18M +$495K +25,908 +14%
BAMF
534
BI Asset Management Fondsmaeglerselskab
Denmark
$4.18M -$1.71M -89,503 -29%
CM
535
Churchill Management
California
$4.11M +$459K +24,014 +13%
SIMG
536
Sonora Investment Management Group
Arizona
$4.08M +$110K +5,757 +3%
HPG
537
Harvest Portfolios Group
Ontario, Canada
$4.06M +$272K +14,247 +7%
VAS
538
Vestmark Advisory Solutions
Massachusetts
$4.04M +$490K +25,644 +14%
VFA
539
Valeo Financial Advisors
Indiana
$4M +$737K +38,585 +22%
EH
540
Equitable Holdings
New York
$3.97M +$477K +24,969 +14%
LMIM
541
Lockheed Martin Investment Management
Maryland
$3.95M
ECM
542
Estabrook Capital Management
New York
$3.93M +$24.3K +1,269 +0.6%
CB
543
Community Bank
New York
$3.93M +$139K +7,266 +4%
AM
544
AGF Management
Ontario, Canada
$3.9M -$26.4K -1,381 -0.7%
HSA
545
HBK Sorce Advisory
Pennsylvania
$3.89M -$3.65M -191,186 -49%
ISL
546
Ingalls & Snyder LLC
New York
$3.88M +$42.8K +2,239 +1%
LNC
547
Lincoln National Corp
Pennsylvania
$3.86M -$47.9K -2,504 -1%
EF
548
Empirical Finance
Pennsylvania
$3.82M +$180K +9,435 +5%
WMA
549
Wealth Management Associates
New Jersey
$3.82M +$34.9K +1,827 +0.9%
KL
550
KWMG LLC
Kansas
$3.8M +$141K +7,388 +4%

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.