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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
PFBT
1176
Parkside Financial Bank & Trust
Missouri
$838K +$46.6K +2,436 +6%
BLAM
1177
Bourne Lent Asset Management
New York
$837K -$6.69K -350 -0.8%
OHWA
1178
Oak Hill Wealth Advisors
Virginia
$837K -$75K -3,926 -8%
SAM
1179
Sawgrass Asset Management
Florida
$836K -$12.1K -631 -1%
CCT
1180
Capital City Trust
Florida
$833K +$27.7K +1,450 +3%
BIM
1181
Bridges Investment Management
Nebraska
$832K -$10.1K -530 -1%
WA
1182
Wambolt & Associates
Colorado
$828K +$210 +11 +0%
EWM
1183
Evercore Wealth Management
New York
$826K -$11.3K -593 -1%
HI
1184
Hudock Inc
Pennsylvania
$825K +$9.98K +522 +1%
BCM
1185
Birmingham Capital Management
Alabama
$825K -$6.5K -340 -0.8%
NP
1186
NorthRock Partners
Minnesota
$825K -$21.5K -1,127 -3%
LBC
1187
Lowe Brockenbrough & Co
Virginia
$824K -$47.2K -2,470 -5%
ARC
1188
Advisor Resource Council
Texas
$823K +$600K +31,389 +299%
IIM
1189
Ipswich Investment Management
Massachusetts
$819K +$9.56K +500 +1%
CFG
1190
Cooper Financial Group
California
$819K +$103K +5,380 +14%
GS
1191
Gagnon Securities
New York
$818K -$1.51K -79 -0.2%
APWA
1192
Atlas Private Wealth Advisors
New Jersey
$818K +$10.9K +569 +1%
AWM
1193
Accurate Wealth Management
Florida
$818K +$131K +6,857 +20%
ARG
1194
Advisory Resource Group
Oklahoma
$818K +$287 +15 +0%
PWW
1195
Pettyjohn Wood & White
Virginia
$817K -$2.87K -150 -0.4%
SDAM
1196
Shulman DeMeo Asset Management
New York
$816K +$363 +19 +0%
MCM
1197
McKinley Capital Management
Alaska
$812K -$27.3K -1,428 -3%
FFWM
1198
Future Financial Wealth Management
Ohio
$810K -$2.43K -127 -0.3%
P
1199
Pitcairn
Pennsylvania
$810K +$206K +10,761 +34%
SWA
1200
Sax Wealth Advisors
New Jersey
$810K -$71.6K -3,746 -8%

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.