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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
NEI
751
Northwest & Ethical Investments
Ontario, Canada
$2.09M
LW
752
Linscomb Wealth
Texas
$2.08M -$260K -13,620 -11%
ACM
753
Advance Capital Management
Michigan
$2.08M -$59K -3,087 -3%
BFEC
754
Benjamin F. Edwards & Company
Missouri
$2.08M +$6.23K +326 +0.3%
PS
755
Pensionfund Sabic
Netherlands
$2.06M
WPC
756
Waters Parkerson & Co
Louisiana
$2.05M -$6.29K -329 -0.3%
WJWM
757
Williams Jones Wealth Management
New York
$2.04M -$1.2M -62,955 -37%
WFA
758
WMG Financial Advisors
Tennessee
$2.04M -$450K -23,565 -19%
WPC
759
White Pine Capital
Minnesota
$2.04M -$61.3K -3,206 -3%
GCM
760
Graham Capital Management
Connecticut
$2.03M +$135K +7,081 +7%
CCG
761
Cypress Capital Group
Florida
$2.03M -$86.9K -4,549 -4%
OC
762
Oarsman Capital
Wisconsin
$2.03M +$161K +8,445 +9%
FA
763
Financial Advantage
Maryland
$2.03M -$38.6K -2,021 -2%
RIA
764
Realta Investment Advisors
Delaware
$2.02M -$193K -10,077 -9%
Wealth Enhancement Advisory Services
765
Wealth Enhancement Advisory Services
Minnesota
$2.01M -$4.57M -239,372 -70%
NCM
766
Narwhal Capital Management
Georgia
$2.01M -$6.73K -352 -0.3%
MSAM
767
Moloney Securities Asset Management
Missouri
$2.01M +$28.2K +1,473 +1%
CL
768
Choreo LLC
Illinois
$2.01M +$1.2M +62,548 +150%
BRCM
769
Bright Rock Capital Management
Massachusetts
$2M +$1.99M +104,000 New
RPA
770
Rock Point Advisors
Vermont
$2M +$38.6K +2,020 +2%
BO
771
Bank OZK
Arkansas
$2M -$247K -12,918 -11%
Fisher Asset Management
772
Fisher Asset Management
Washington
$1.99M +$72.5K +3,793 +4%
CAAS
773
Capital Asset Advisory Services
Michigan
$1.99M +$352K +18,409 +22%
CLOS
774
Compagnie Lombard Odier SCmA
Switzerland
$1.98M -$130K -6,808 -6%
BFIM
775
Beese Fulmer Investment Management
Ohio
$1.98M -$91.3K -4,775 -4%

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.