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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
SS
726
Sunbelt Securities
Texas
$2.21M -$111K -5,828 -5%
SMC
727
Smith, Moore & Co
Missouri
$2.2M +$58.6K +3,067 +3%
ECA
728
Elevated Capital Advisors
Utah
$2.2M +$8.77K +459 +0.4%
UBV
729
United Bank (Virginia)
Virginia
$2.2M -$7.4K -387 -0.3%
SCI
730
S&CO Inc
Massachusetts
$2.2M
Capstone Investment Advisors
731
Capstone Investment Advisors
New York
$2.2M -$9.64M -504,362 -82%
CCM
732
Cutler Capital Management
Massachusetts
$2.19M -$1.63M -85,095 -43%
RG
733
Retirement Group
California
$2.19M -$25.9K -1,357 -1%
Koshinski Asset Management
734
Koshinski Asset Management
Illinois
$2.18M -$75.1K -3,930 -3%
GIA
735
GHP Investment Advisors
Colorado
$2.17M +$53.2K +2,782 +3%
AIA
736
Affinity Investment Advisors
California
$2.17M -$633K -33,119 -23%
PAG
737
Private Advisory Group
Washington
$2.17M +$1.21M +63,228 +128%
MYLI
738
Meiji Yasuda Life Insurance
Japan
$2.16M +$315K +16,475 +17%
RIL
739
Rothschild Investment LLC
Illinois
$2.16M -$46.1K -2,414 -2%
SM
740
Sweeney & Michel
California
$2.16M +$2.63M +137,535 New
FHB
741
First Hawaiian Bank
Hawaii
$2.16M -$19.8K -1,038 -0.9%
IF
742
Intrua Financial
Texas
$2.14M +$79.7K +4,171 +3%
PR
743
Payden & Rygel
California
$2.14M -$14.5M -757,000 -87%
CCB
744
Country Club Bank
Missouri
$2.14M -$35.4K -1,852 -2%
LHC
745
Little House Capital
Massachusetts
$2.13M +$156K +8,153 +8%
WSTAM
746
Wilbanks Smith & Thomas Asset Management
Virginia
$2.11M +$84.8K +4,435 +4%
DAM
747
Delta Asset Management
Tennessee
$2.11M -$19.3K -1,009 -0.9%
IAG
748
Investmark Advisory Group
Connecticut
$2.11M +$474K +24,810 +29%
BKA
749
Brick & Kyle Associates
Pennsylvania
$2.1M +$240K +12,552 +13%
WAM
750
WFA Asset Management
Wisconsin
$2.1M +$167K +8,752 +9%

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.