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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
MA
976
Montag & Associates
Georgia
$1.27M
PTC
977
Private Trust Company
Ohio
$1.27M +$12.1K +632 +1%
NL
978
NWAM LLC
Washington
$1.27M +$114K +5,967 +10%
GBT
979
Grove Bank & Trust
Florida
$1.27M +$85.7K +4,482 +7%
HA
980
Herold Advisors
New York
$1.27M +$48.5K +2,537 +4%
HTC
981
Haverford Trust Company
Pennsylvania
$1.26M +$55.6K +2,907 +5%
KF
982
Krilogy Financial
Missouri
$1.26M +$18.7K +977 +2%
HIC
983
Holderness Investments Company
North Carolina
$1.26M -$14.6K -766 -1%
ACA
984
Aptus Capital Advisors
Alabama
$1.25M -$221K -11,569 -15%
CWS
985
Confluence Wealth Services
Pennsylvania
$1.25M +$148K +7,732 +13%
HCA
986
Horan Capital Advisors
Ohio
$1.24M -$12.3K -643 -1%
ICA
987
Infrastructure Capital Advisors
New York
$1.24M +$175K +9,182 +17%
GCM
988
Greenland Capital Management
New York
$1.23M +$1.23M +64,147 New
GI
989
Gradient Investments
Minnesota
$1.22M -$197K -10,304 -14%
TCM
990
Twin Capital Management
Pennsylvania
$1.22M -$194K -10,168 -14%
WIA
991
World Investment Advisors
California
$1.22M +$118K +6,150 +11%
NAM
992
NorthCrest Asset Manangement
Minnesota
$1.21M +$1.21M +63,114 New
MPPW
993
Mitchell & Pahl Private Wealth
Oklahoma
$1.21M +$60K +3,137 +5%
AWM
994
Avitas Wealth Management
California
$1.21M +$1.2M +62,866 New
CWM
995
C2C Wealth Management
Arizona
$1.21M +$413K +21,622 +55%
AWE
996
Avidian Wealth Enterprises
Texas
$1.2M +$404K +21,161 +51%
BBI
997
Baxter Bros Inc
Connecticut
$1.2M -$42.4K -2,216 -3%
PCS
998
Personal CFO Solutions
New Jersey
$1.19M +$29.1K +1,524 +3%
MW
999
Marcum Wealth
Ohio
$1.19M +$45.3K +2,369 +4%
MHIC
1000
Marble Harbor Investment Counsel
Massachusetts
$1.18M -$21.6K -1,129 -2%

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.