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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
RA
801
RFG Advisory
Alabama
$1.87M +$52.9K +2,768 +3%
MFS
802
Mirabella Financial Services
United Kingdom
$1.87M +$1.15M +60,060 +162%
RIM
803
Reliant Investment Management
Tennessee
$1.87M
Verition Fund Management
804
Verition Fund Management
Connecticut
$1.86M +$219K +11,475 +13%
FDS
805
First Dallas Securities
Texas
$1.86M +$47.9K +2,505 +3%
SFO
806
Stokes Family Office
Louisiana
$1.86M +$79.1K +4,141 +4%
PCM
807
Palouse Capital Management
Washington
$1.86M -$793K -41,515 -30%
WSC
808
Wellington Shields & Co
New York
$1.86M +$20.3K +1,060 +1%
SC
809
Sawyer & Company
Massachusetts
$1.85M -$33.9K -1,775 -2%
AFP
810
Ausdal Financial Partners
Iowa
$1.83M -$62.4K -3,267 -3%
EFS
811
Essex Financial Services
Connecticut
$1.83M -$108K -5,629 -6%
LDB
812
Lee, Danner & Bass
Tennessee
$1.83M -$85.3K -4,464 -4%
CT
813
Caldwell Trust
Florida
$1.82M -$268K -14,018 -13%
PCM
814
Poehling Capital Management
Wisconsin
$1.82M -$22.9K -1,198 -1%
SHFA
815
SS&H Financial Advisors
Michigan
$1.82M +$956 +50 +0.1%
PWP
816
Private Wealth Partners
California
$1.81M -$74.5K -3,900 -4%
CFGS
817
Concourse Financial Group Securities
Alabama
$1.81M +$73.4K +3,840 +4%
RCA
818
Ranch Capital Advisors
Florida
$1.81M +$165K +8,654 +10%
AFG
819
Albion Financial Group
Utah
$1.8M +$76.6K +4,006 +4%
PFPT
820
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.8M -$7.43K -389 -0.4%
CT
821
Chicago Trust
Illinois
$1.8M -$121K -6,348 -6%
CCMW
822
Cypress Capital Management (Wyoming)
Wyoming
$1.79M -$70K -3,665 -4%
SC
823
Schulhoff & Co
Ohio
$1.79M -$10.5K -550 -0.6%
AWM
824
Axxcess Wealth Management
California
$1.79M -$91.9K -4,806 -5%
Two Sigma Investments
825
Two Sigma Investments
New York
$1.79M -$70.3M -3,677,745 -98%

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.