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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
IFG
626
Independent Financial Group
California
$2.99M +$34.7K +1,815 +1%
WCMN
627
Westchester Capital Management (Nebraska)
Nebraska
$2.99M -$12.4K -651 -0.4%
CK
628
Cohen Klingenstein
New York
$2.98M
FBT
629
First Bank & Trust
South Dakota
$2.95M +$376K +19,656 +15%
VFG
630
V2 Financial group
Illinois
$2.95M +$30.3K +1,585 +1%
FNBOO
631
First National Bank of Omaha
Nebraska
$2.92M +$39.8K +2,081 +1%
CAM
632
Cresset Asset Management
Illinois
$2.92M +$138K +7,201 +5%
KA
633
Kovack Advisors
Florida
$2.92M -$135K -7,082 -4%
CAM
634
Columbia Asset Management
Michigan
$2.89M +$142K +7,428 +5%
NHC
635
Nicholas Hoffman & Company
Georgia
$2.88M -$123K -6,443 -4%
EM
636
Excalibur Management
Massachusetts
$2.88M -$64.1K -3,352 -2%
RCM
637
Raleigh Capital Management
North Carolina
$2.87M +$102K +5,326 +4%
FCB
638
First County Bank
Connecticut
$2.87M +$295K +15,418 +12%
CWM
639
Cornerstone Wealth Management
Missouri
$2.86M +$2.84M +148,471 New
BCCM
640
Bridge Creek Capital Management
Massachusetts
$2.86M +$174K +9,085 +7%
First Manhattan
641
First Manhattan
New York
$2.85M -$1.89M -98,855 -40%
KIA
642
KCM Investment Advisors
California
$2.85M +$516K +26,999 +22%
IC
643
IEQ Capital
California
$2.81M +$723K +37,817 +35%
GCAC
644
Guardian Capital Advisors (Canada)
Ontario, Canada
$2.81M -$107K -5,606 -4%
CAM
645
Carret Asset Management
New York
$2.79M -$103K -5,379 -4%
AOI
646
Auto-Owners Insurance
Michigan
$2.78M
BCM
647
Bluefin Capital Management
New York
$2.78M -$1.73M -90,553 Closed
FCM
648
Fourpath Capital Management
Oklahoma
$2.77M -$335K -17,540 -11%
GFA
649
Gifford Fong Associates
California
$2.77M
FFM
650
Forum Financial Management
Illinois
$2.77M +$36.2K +1,892 +1%

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.