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
ST
1201
Smithfield Trust
Pennsylvania
$809K +$36.5K +1,910 +5%
CTA
1202
Chesley Taft & Associates
Illinois
$809K +$33.3K +1,743 +4%
ClearBridge Investments
1203
ClearBridge Investments
New York
$809K -$155K -8,104 -16%
GWM
1204
Gray Wealth Management
Maine
$808K +$49.5K +2,588 +7%
BIC
1205
Beach Investment Counsel
Pennsylvania
$801K
AUB
1206
Atlantic Union Bankshares
Virginia
$800K -$90.2K -4,719 -10%
CWP
1207
Cyndeo Wealth Partners
Florida
$800K +$139K +7,260 +21%
CFMC
1208
Curbstone Financial Management Corp
New Hampshire
$799K -$15.8K -828 -2%
CA
1209
Continuum Advisory
Idaho
$798K +$56.8K +2,974 +8%
AW
1210
Atlas Wealth
Ohio
$794K -$3.86K -202 -0.5%
NW
1211
Naviter Wealth
Arkansas
$793K +$79.1K +4,139 +11%
BIA
1212
Beacon Investment Advisors
Maryland
$793K -$32.2K -1,685 -4%
ST
1213
Somerset Trust
Pennsylvania
$793K -$20.1K -1,050 -2%
SFC
1214
Strategic Financial Concepts
Texas
$790K +$785K +41,055 New
PMG
1215
ProVise Management Group
Florida
$790K -$23.9K -1,253 -3%
RSWM
1216
Robertson Stephens Wealth Management
California
$787K +$111K +5,800 +17%
FCA
1217
FLC Capital Advisors
California
$786K -$88.6K -4,638 -10%
IIL
1218
Insight Inv LLC
California
$782K -$24.9K -1,305 -3%
TA
1219
TrueWealth Advisors
Alabama
$781K -$44.7K -2,337 -5%
BCM
1220
Becker Capital Management
Oregon
$780K +$17.4K +909 +2%
STA
1221
Summit Trail Advisors
New York
$779K +$439K +22,988 +131%
RF
1222
Rollins Financial
Georgia
$779K +$82.7K +4,329 +12%
IA
1223
IFG Advisory
Georgia
$778K +$36.5K +1,910 +5%
CD
1224
Chapin Davis
Maryland
$777K +$65.4K +3,423 +9%
MWM
1225
Mission Wealth Management
California
$776K -$389K -20,368 -34%

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.