We are live on ! Find out more

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
ISWM
851
Independent Solutions Wealth Management
New York
$1.67M +$100K +5,255 +6%
HI
852
Horizon Investments
North Carolina
$1.67M -$1.26M -66,094 -43%
CI
853
Cigna Investments
Connecticut
$1.67M -$35K -1,833 -2%
CIA
854
Cohen Investment Advisors
New Hampshire
$1.66M +$93.1K +4,870 +6%
FMAEN1
855
Fund Management at Engine No 1
California
$1.66M +$153K +7,997 +10%
BE
856
Bonness Enterprises
District of Columbia
$1.66M
SAG
857
SageView Advisory Group
California
$1.66M +$1.11M +58,033 +206%
HCM
858
Hengehold Capital Management
Ohio
$1.65M +$126K +6,610 +8%
BHWM
859
Bar Harbor Wealth Management
New Hampshire
$1.65M -$21.6K -1,128 -1%
AWA
860
Arete Wealth Advisors
Illinois
$1.64M -$10.4K -543 -0.6%
JGCM
861
Joseph Group Capital Management
Ohio
$1.64M +$1.63M +85,118 New
CCG
862
Coastwise Capital Group
California
$1.64M +$104K +5,465 +7%
DT
863
Diversified Trust
Tennessee
$1.63M -$144K -7,560 -8%
PG
864
Patten Group
Tennessee
$1.62M +$44K +2,301 +3%
BWP
865
Balboa Wealth Partners
Arizona
$1.62M +$132K +6,904 +9%
GVAG
866
Great Valley Advisor Group
Delaware
$1.61M +$206K +10,757 +15%
SBH
867
Segall Bryant & Hamill
Illinois
$1.61M +$83.8K +4,387 +6%
TH
868
TCTC Holdings
Texas
$1.6M +$5.64K +295 +0.4%
ECM
869
Evergreen Capital Management
Washington
$1.6M +$123K +6,413 +8%
IPW
870
Inlet Private Wealth
Florida
$1.6M -$426K -22,300 -21%
PPC
871
Park Place Capital
Alabama
$1.59M -$210K -10,974 -12%
SWM
872
Sculati Wealth Management
Michigan
$1.59M +$75.5K +3,948 +5%
BSB
873
Bangor Savings Bank
Maine
$1.58M -$90.5K -4,735 -5%
SACTSONJ
874
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.58M
TAM
875
Trust Asset Management
Texas
$1.58M +$17.5K +918 +1%

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.