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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
LB
701
Leo Brokerage
Texas
$2.41M +$2.4M +125,330 New
TFA
702
Transamerica Financial Advisors
Florida
$2.4M +$934K +48,856 +65%
MPIM
703
McGinn Penninger Investment Management
Virginia
$2.4M -$111K -5,825 -4%
DFG
704
Delta Financial Group
New Jersey
$2.39M +$25K +1,308 +1%
MCIA
705
Mountain Capital Investment Advisors
Colorado
$2.38M +$357K +18,697 +19%
CA
706
CGN Advisors
Kansas
$2.37M +$141K +7,385 +6%
HI
707
Harbour Investments
Wisconsin
$2.35M +$92.2K +4,824 +4%
CAM
708
Centre Asset Management
New York
$2.34M -$96.7K -5,058 -4%
AHC
709
Adell Harriman & Carpenter
Texas
$2.33M +$190K +9,926 +9%
WT
710
Whittier Trust
California
$2.31M -$141K -7,354 -6%
CAG
711
Csenge Advisory Group
Florida
$2.31M -$15.4K -806 -0.7%
VCP
712
Verus Capital Partners
Arizona
$2.31M +$337K +17,657 +17%
PCA
713
Providence Capital Advisors
North Carolina
$2.31M -$41.1K -2,150 -2%
WAS
714
Wesleyan Assurance Society
United Kingdom
$2.31M
CT
715
Clearstead Trust
Maine
$2.3M -$145K -7,563 -6%
SGCA
716
Steel Grove Capital Advisors
Tennessee
$2.29M +$193K +10,085 +9%
LA
717
Lakeside Advisors
Washington
$2.28M
AAS
718
Ameritas Advisory Services
Nebraska
$2.27M -$383K -20,026 -14%
SC
719
Stolper & Co
Oklahoma
$2.27M +$35.8K +1,875 +2%
KCFA
720
Key Client Fiduciary Advisors
New Jersey
$2.26M +$252K +13,201 +13%
Massachusetts Financial Services
721
Massachusetts Financial Services
Massachusetts
$2.25M -$15.3M -798,238 -87%
FHA
722
Flagship Harbor Advisors
Massachusetts
$2.24M +$108K +5,630 +5%
FCI
723
Financial Counselors Inc
Kansas
$2.23M -$119K -6,232 -5%
IB
724
Intrust Bank
Kansas
$2.22M +$290K +15,191 +15%
FNBT
725
FineMark National Bank & Trust
Florida
$2.21M -$137K -7,147 -6%

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.