We are live on ! Find out more

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
XF
551
XML Financial
Maryland
$3.8M +$111K +5,816 +3%
V
552
Veritable
Delaware
$3.79M +$113K +5,902 +3%
RBC
553
Romano Brothers & Co
Illinois
$3.75M -$109K -5,703 -3%
QPBE
554
Quintet Private Bank (Europe)
Luxembourg
$3.73M +$3.72M +194,443 New
SCA
555
Sage Capital Advisors
South Dakota
$3.73M +$115K +5,999 +3%
FG
556
Fiduciary Group
Georgia
$3.72M +$166K +8,706 +5%
HA
557
Hamel Associates
New Jersey
$3.7M -$27.8K -1,455 -0.8%
RG
558
Rathbones Group
United Kingdom
$3.68M -$26.9K -1,410 -0.7%
HC
559
Hourglass Capital
Texas
$3.65M +$111K +5,812 +3%
MFG
560
Merit Financial Group
Georgia
$3.64M -$399K -20,855 -10%
BWM
561
Buckley Wealth Management
Nevada
$3.62M -$879K -46,000 -20%
API
562
Advisor Partners II
California
$3.6M +$574K +30,045 +19%
ACM
563
Alta Capital Management
Utah
$3.58M +$279K +14,595 +9%
PAM
564
Palisade Asset Management
Minnesota
$3.57M -$31K -1,624 -0.9%
PAM
565
Panagora Asset Management
Massachusetts
$3.56M -$7.47M -390,906 -68%
BI
566
Bramshill Investments
Florida
$3.56M +$64.4K +3,370 +2%
RPSA
567
Richard P. Slaughter Associates
Texas
$3.53M -$761K -39,822 -18%
ACM
568
Altrius Capital Management
North Carolina
$3.52M +$48.8K +2,554 +1%
PFS
569
Prospera Financial Services
Texas
$3.52M +$46.1K +2,413 +1%
FTDI
570
First Trust Direct Indexing
Massachusetts
$3.51M +$214K +11,174 +7%
GAMC
571
Garner Asset Management Corp
Texas
$3.5M +$136K +7,111 +4%
BSW
572
Buckingham Strategic Wealth
Missouri
$3.5M
BMCM
573
Bryn Mawr Capital Management
Pennsylvania
$3.48M +$96.9K +5,070 +3%
ZCM
574
Ziegler Capital Management
Illinois
$3.47M +$36.2K +1,892 +1%
FT
575
Fiduciary Trust
Massachusetts
$3.45M +$26.3K +1,375 +0.8%

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.