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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
SWMP
1076
Signature Wealth Management Partners
New Jersey
$1.02M +$229 +12 +0%
SB
1077
Strategic Blueprint
Georgia
$1.02M +$25.1K +1,313 +3%
RW
1078
RVW Wealth
California
$1.02M +$1.01M +53,049 New
PWMAG
1079
Pinnacle Wealth Management Advisory Group
New Jersey
$1.02M +$58.6K +3,066 +6%
PCFFS
1080
Pacific Center for Financial Services
California
$1.02M +$1.01M +52,975 New
CIC
1081
Carnegie Investment Counsel
Ohio
$1.02M +$125K +6,563 +14%
TPA
1082
Trivium Point Advisory
Connecticut
$1.02M +$37.1K +1,942 +4%
AA
1083
Advisory Alpha
Michigan
$1.02M -$46.6K -2,440 -4%
MIM
1084
Marco Investment Management
Georgia
$1.01M -$10.4K -544 -1%
PWP
1085
Principle Wealth Partners
Connecticut
$1.01M -$85.4K -4,471 -8%
IAMOG
1086
Investors Asset Management of Georgia
Georgia
$1.01M -$31.5K -1,647 -3%
SW
1087
SteelPeak Wealth
California
$1.01M -$1.02M -53,329 -51%
TTWM
1088
TCV Trust & Wealth Management
Virginia
$1.01M -$49.3K -2,580 -5%
HKIM
1089
Hayek Kallen Investment Management
Alabama
$999K +$221K +11,552 +29%
LWP
1090
LMG Wealth Partners
Louisiana
$999K +$26.9K +1,407 +3%
GFA
1091
Gallagher Fiduciary Advisors
Illinois
$998K +$991K +51,853 New
AT
1092
Arden Trust
Delaware
$998K -$109K -5,699 -10%
EL
1093
Essex LLC
Illinois
$993K
TNB
1094
Thomasville National Bank
Georgia
$990K +$68.4K +3,577 +7%
DI
1095
Diligent Investors
California
$990K -$12.9K -677 -1%
RCAG
1096
Rehmann Capital Advisory Group
Michigan
$989K +$74.5K +3,900 +8%
RCM
1097
Radnor Capital Management
Pennsylvania
$988K +$95.2K +4,979 +11%
AFG
1098
Atomi Financial Group
New York
$987K +$980K +51,274 New
ADL
1099
Asset Dedication LLC
California
$979K +$247K +12,946 +34%
BST
1100
Bath Savings Trust
Maine
$977K +$1.63K +85 +0.2%

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.