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
PPP
1126
Private Portfolio Partners
New Jersey
$936K -$29K -1,518 -3%
SFG
1127
Summit Financial Group
West Virginia
$930K -$1.91K -100 -0.2%
NFSG
1128
Newbridge Financial Services Group
Florida
$929K +$109K +5,696 +13%
LF
1129
Lantz Financial
Illinois
$924K -$7.93K -415 -0.9%
BTWM
1130
Baker Tilly Wealth Management
Wisconsin
$920K +$123K +6,444 +16%
EA
1131
Eudaimonia Advisors
Tennessee
$919K +$46K +2,409 +5%
RB
1132
Renasant Bank
Mississippi
$913K -$153K -8,005 -14%
SIM
1133
Sterling Investment Management
Arizona
$913K -$13K -682 -1%
PCG
1134
Prosperity Consulting Group
Maryland
$912K -$81.7K -4,274 -8%
CFA
1135
Compass Financial Advisors
Indiana
$910K +$20.2K +1,056 +2%
TWA
1136
TCI Wealth Advisors
Arizona
$905K +$23.7K +1,242 +3%
WSFS
1137
Wilmington Savings Fund Society
Delaware
$904K -$100K -5,251 -10%
APP
1138
Avantax Planning Partners
Iowa
$903K -$34K -1,781 -4%
WHRC
1139
W.H. Reaves & Co
New Jersey
$902K +$6.04K +316 +0.7%
NP
1140
Nilsine Partners
Colorado
$900K +$894K +46,765 New
SAM
1141
Summit Asset Management
Tennessee
$899K +$55.7K +2,913 +7%
HPM
1142
Hudson Portfolio Management
New York
$897K
BC
1143
Burney Company
Virginia
$897K +$2.94K +154 +0.3%
CPIG
1144
Chicago Partners Investment Group
Illinois
$896K +$573 +30 +0.1%
EHC
1145
Everett Harris & Co
California
$891K -$46.6K -2,436 -5%
TAM
1146
Titleist Asset Management
Texas
$891K +$885K +46,281 New
KCM
1147
Kempner Capital Management
Texas
$889K
EP
1148
Edgestream Partners
New Jersey
$888K +$882K +46,135 New
BAM
1149
Byrne Asset Management
New Jersey
$888K -$66.3K -3,470 -7%
BI
1150
Ballast Inc
Kentucky
$888K +$1.72K +90 +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.