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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
AA
601
Aire Advisors
California
$3.15M -$18.8K -986 -0.6%
FB
602
Fulton Bank
Pennsylvania
$3.11M +$35.3K +1,848 +1%
GT
603
Greenleaf Trust
Michigan
$3.11M +$236K +12,364 +8%
LNWWM
604
Laird Norton Wetherby Wealth Management
California
$3.11M +$312K +16,317 +11%
GFS
605
GYL Financial Synergies
Connecticut
$3.1M +$2.77M +144,711 +879%
FCBT
606
First Citizens Bank & Trust
North Carolina
$3.1M +$614K +32,141 +25%
LSA
607
Leonteq Securities AG
Switzerland
$3.1M +$136K +7,109 +5%
FLPIM
608
F.L. Putnam Investment Management
Massachusetts
$3.1M -$38.1K -1,992 -1%
SSWM
609
Smith Salley Wealth Management
North Carolina
$3.1M +$606K +31,701 +25%
CWM
610
Concentric Wealth Management
California
$3.09M -$12.3K -643 -0.4%
OIA
611
OneDigital Investment Advisors
Kansas
$3.08M +$89.6K +4,690 +3%
WAOTB
612
Wealth Advisors of Tampa Bay
Florida
$3.08M +$308K +16,101 +11%
IWM
613
IHT Wealth Management
Illinois
$3.08M +$85.5K +4,476 +3%
USAA
614
United Services Automobile Association
Texas
$3.08M -$1.94M -101,753 -39%
MFA
615
Mayflower Financial Advisors
Massachusetts
$3.07M +$487K +25,469 +19%
S
616
SignatureFD
Georgia
$3.07M +$321K +16,804 +12%
KCM
617
Kanawha Capital Management
Virginia
$3.06M +$102K +5,316 +3%
WorldQuant Millennium Advisors
618
WorldQuant Millennium Advisors
New York
$3.05M +$3.03M +158,631 New
CTI
619
Community Trust & Investment
Kentucky
$3.04M -$209K -10,922 -6%
SW
620
SVB Wealth
Massachusetts
$3.04M -$267K -13,973 -8%
TRCT
621
Tower Research Capital (TRC)
New York
$3.04M +$473K +24,766 +19%
BL
622
Balentine LLC
Georgia
$3.03M -$216K -11,321 -7%
VDBMI
623
Van Den Berg Management I
Texas
$3.03M -$53.6K -2,807 -2%
AG
624
Ascent Group
Virginia
$3.02M +$252K +13,200 +9%
SWIG
625
Strategic Wealth Investment Group
Kentucky
$3.01M -$2.59M -135,442 Closed

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.