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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
SB
826
Simmons Bank
Arkansas
$1.79M -$207K -10,811 -10%
OPA
827
Old Port Advisors
Maine
$1.78M +$103K +5,369 +6%
EWA
828
Exencial Wealth Advisors
Oklahoma
$1.77M -$354K -18,541 -17%
NSIM
829
North Star Investment Management
Illinois
$1.77M +$106K +5,556 +6%
WTC
830
WhitTier Trust Company
Nevada
$1.76M -$83.8K -4,386 -5%
PCM
831
Parsons Capital Management
Rhode Island
$1.76M -$22.2K -1,160 -1%
TCA
832
Transcend Capital Advisors
New Jersey
$1.76M +$81.6K +4,268 +5%
CG
833
Caprock Group
Idaho
$1.76M +$371K +19,425 +27%
NB
834
NBT Bank
New York
$1.76M +$17.4K +910 +1%
RT
835
Rockland Trust
Massachusetts
$1.76M -$218K -11,388 -11%
SLFPAM
836
St. Louis Financial Planners Asset Management
Missouri
$1.75M +$1.74M +90,858 New
MAS
837
Meeder Advisory Services
Ohio
$1.75M +$251K +13,150 +17%
CIP
838
Convergence Investment Partners
Florida
$1.74M +$23.4K +1,223 +1%
MGIA
839
Moneta Group Investment Advisors
Missouri
$1.74M +$405K +21,190 +31%
FAIM
840
Financial Advocates Investment Management
Washington
$1.73M -$566K -29,618 -25%
FFP
841
FourThought Financial Partners
Florida
$1.73M -$2.25M -117,778 -57%
CCA
842
Catalyst Capital Advisors
New York
$1.72M
HG
843
Herbst Group
Connecticut
$1.72M +$30.6K +1,600 +2%
AA
844
Apriem Advisors
California
$1.71M -$15.5K -812 -0.9%
MIC
845
Meridian Investment Counsel
California
$1.7M -$35.2K -1,842 -2%
AIP
846
Ameritas Investment Partners
Nebraska
$1.69M -$18.1K -947 -1%
PCC
847
Park Circle Company
Maryland
$1.69M
BBHC
848
Brown Brothers Harriman & Co
New York
$1.69M -$210K -11,000 -11%
HAS
849
HBW Advisory Services
California
$1.68M +$220K +11,524 +15%
CC
850
Cannell & Co
New York
$1.67M +$140K +7,300 +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.