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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
Financial Engines Advisors
1001
Financial Engines Advisors
California
$1.18M +$279K +14,620 +31%
MBTD
1002
Mechanics Bank - Trust Department
California
$1.17M -$54K -2,825 -4%
OAM
1003
Oak Asset Management
California
$1.17M -$86K -4,500 -7%
CGH
1004
CMG Global Holdings
Texas
$1.17M -$216K -11,327 -16%
KJWM
1005
Kiley Juergens Wealth Management
Washington
$1.17M +$123K +6,451 +12%
CGL
1006
Clarius Group LLC
Washington
$1.17M +$280K +14,633 +32%
HCM
1007
Hodges Capital Management
Texas
$1.16M +$47.9K +2,504 +4%
JFG
1008
Jefferies Financial Group
New York
$1.16M +$465K +24,307 +67%
FNBOSM
1009
First National Bank of South Miami
Florida
$1.16M -$17.5K -914 -1%
VI
1010
Versor Investments
New York
$1.15M +$224K +11,745 +24%
BW
1011
Bison Wealth
Georgia
$1.15M -$55K -2,880 -4%
GAG
1012
GM Advisory Group
New York
$1.15M +$37.9K +1,983 +3%
KS
1013
Karpas Strategies
Connecticut
$1.15M -$30.4K -1,593 -3%
CRIG
1014
Charter Research & Investment Group
Connecticut
$1.14M -$4.3K -225 -0.4%
BMC
1015
Beaton Management Company
Massachusetts
$1.14M
LSAG
1016
Lake Street Advisors Group
New Hampshire
$1.14M +$270K +14,133 +31%
PI
1017
PEAK6 Investments
Illinois
$1.14M -$1M -52,345 -47%
LIM
1018
Leavell Investment Management
Alabama
$1.14M -$43.3K -2,263 -4%
SIG
1019
Stonegate Investment Group
Alabama
$1.14M -$81.7K -4,275 -7%
HVIA
1020
Hudson Valley Investment Advisors
New York
$1.13M -$1.91K -100 -0.2%
CA
1021
Clearstead Advisors
Ohio
$1.13M -$157K -8,194 -12%
SF
1022
Symphony Financial
Texas
$1.13M +$554 +29 +0%
AP
1023
Americana Partners
Texas
$1.13M +$29.6K +1,547 +3%
DWM
1024
Dakota Wealth Management
Florida
$1.13M +$7.43K +389 +0.7%
EFMC
1025
Empire Financial Management Company
New York
$1.13M +$1.12M +58,761 New

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.