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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
ACG
651
Allen Capital Group
Nebraska
$2.75M +$2.73M +142,739 New
PMAM
652
Penn Mutual Asset Management
Pennsylvania
$2.75M
PT
653
Plimoth Trust
Massachusetts
$2.72M +$111K +5,784 +4%
CG
654
Cynosure Group
Utah
$2.72M -$958K -50,150 -26%
GT
655
Glenview Trust
Kentucky
$2.72M +$44K +2,304 +2%
GW
656
GW & Wade
Massachusetts
$2.71M -$122K -6,398 -4%
WA
657
WealthTrust Axiom
Pennsylvania
$2.7M -$17.3K -904 -0.6%
FWM
658
Finer Wealth Management
Massachusetts
$2.7M +$105K +5,520 +4%
CA
659
Carson Advisory
Georgia
$2.7M -$111K -5,826 -4%
TBA
660
Tower Bridge Advisors
Pennsylvania
$2.69M -$106K -5,565 -4%
ABC
661
Associated Banc-Corp
Wisconsin
$2.69M -$57.3K -3,000 -2%
BB
662
Busey Bank
Illinois
$2.69M -$149K -7,794 -5%
PCTC
663
Perkins Coie Trust Company
Washington
$2.68M +$58.7K +3,069 +2%
CCIA
664
Cherry Creek Investment Advisors
Colorado
$2.68M +$151K +7,879 +6%
BL
665
BFSG LLC
California
$2.66M -$8.39K -439 -0.3%
FSA
666
Financial Sense Advisors
California
$2.66M -$129K -6,749 -5%
JHCP
667
Jackson Hole Capital Partners
Oklahoma
$2.65M -$198K -10,348 -7%
RHAM
668
Round Hill Asset Management
California
$2.65M -$40.5K -2,118 -2%
CAM
669
Cidel Asset Management
Ontario, Canada
$2.64M +$78.7K +4,120 +3%
CS
670
Comerica Securities
Michigan
$2.61M +$430K +22,521 +20%
WA
671
Wealth Alliance
New York
$2.61M +$91.5K +4,786 +4%
GRP
672
Global Retirement Partners
California
$2.61M +$602K +31,497 +26%
TMAM
673
Tokio Marine Asset Management
Japan
$2.6M +$291K +15,228 +13%
KFP
674
KMG Fiduciary Partners
Ohio
$2.59M +$183K +9,599 +8%
DGAM
675
Desjardins Global Asset Management
Quebec, Canada
$2.58M +$553K +28,942 +27%

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.