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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
TCBWMS
1101
Texas Capital Bank Wealth Management Services
Texas
$977K +$592 +31 +0.1%
MA
1102
MONECO Advisors
Connecticut
$975K -$22.2K -1,163 -2%
MCA
1103
MSH Capital Advisors
Arizona
$975K +$19.2K +1,003 +2%
CBNLCF
1104
Cognios Beta Neutral Large Cap Fund
Kansas
$973K +$25.3K +1,324 +3%
TSS
1105
Two Sigma Securities
New York
$972K +$14.8K +777 +2%
FBC
1106
Fairfield, Bush & Co
Connecticut
$971K +$470K +24,608 +95%
SIM
1107
Sentry Investment Management
Wisconsin
$969K +$238K +12,433 +33%
NW
1108
NewEdge Wealth
Pennsylvania
$968K +$120K +6,261 +14%
AG
1109
AIA Group
Hong Kong
$967K -$1.1M -57,504 -53%
MSFP
1110
Mark Sheptoff Financial Planning
Connecticut
$966K +$8.39K +439 +0.9%
VCM
1111
Virtue Capital Management
Tennessee
$965K +$177K +9,286 +20%
LWM
1112
Laidlaw Wealth Management
New York
$965K -$45.4K -2,377 -5%
HCM
1113
Highview Capital Management
Illinois
$964K +$705K +36,864 +279%
VWA
1114
Visionary Wealth Advisors
Illinois
$959K +$14.7K +768 +2%
TMWM
1115
Taylor & Morgan Wealth Management
Michigan
$956K -$147K -7,709 -13%
OIA
1116
Optimum Investment Advisors
Illinois
$955K -$179K -9,344 -16%
SSB
1117
Sandy Spring Bank
Maryland
$953K -$77.6K -4,062 -8%
HCM
1118
Highlander Capital Management
New Jersey
$952K -$6.36K -333 -0.7%
HI
1119
Humankind Investments
New York
$947K -$17.2K -901 -2%
EF
1120
Empowered Funds
Pennsylvania
$947K +$940K +49,169 New
VF
1121
Virtu Financial
New York
$946K -$1.45M -76,078 -61%
HCP
1122
Hexagon Capital Partners
Arkansas
$945K +$48.8K +2,555 +5%
RIA
1123
Retirement Investment Advisors
Oklahoma
$944K +$156K +8,164 +20%
BP
1124
Ballentine Partners
Massachusetts
$940K +$75.9K +3,969 +9%
CA
1125
Cambridge Advisors
Nebraska
$938K +$2.6K +136 +0.3%

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.