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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
BW
1251
BIP Wealth
Georgia
$746K +$741K +38,760 New
GAM
1252
Griffin Asset Management
New York
$744K -$11.6K -606 -2%
CFAM
1253
Center For Asset Management
Florida
$744K +$10.4K +543 +1%
WSCM
1254
Wellington Shields Capital Management
New York
$740K +$57 +3 +0%
GCWM
1255
Graham Capital Wealth Management
District of Columbia
$740K +$73.4K +3,842 New
HBT
1256
Hills Bank & Trust
Iowa
$739K +$437K +22,854 +147%
JWA
1257
JFS Wealth Advisors
Pennsylvania
$739K -$122K -6,385 -14%
DWM
1258
Drive Wealth Management
Utah
$739K +$6.15K +322 +0.8%
WI
1259
WrapManager Inc
California
$739K +$204K +10,665 +38%
DCM
1260
Dudley Capital Management
Virginia
$738K -$56.4K -2,950 -7%
GCM
1261
Gables Capital Management
Florida
$737K +$38.2K +2,000 +6%
BMCM
1262
Burns Matteson Capital Management
New York
$736K +$730K +38,222 New
CBFP
1263
Cedar Brook Financial Partners
Ohio
$733K +$54.5K +2,854 +8%
BFG
1264
Barber Financial Group
Kansas
$733K -$8.03K -420 -1%
CM
1265
Capula Management
Cayman Islands
$733K -$2.75M -144,061 -79%
IFWM
1266
Institute for Wealth Management
Colorado
$732K -$44.7K -2,339 -6%
BJL
1267
Brighton Jones LLC
Washington
$732K -$145K -7,578 -17%
LFA
1268
Legacy Financial Advisors
Kentucky
$731K -$8.79K -460 -1%
H
1269
HoyleCohen
California
$730K +$104K +5,453 +17%
CSPIA
1270
Cary Street Partners Investment Advisory
Virginia
$728K -$46.2K -2,417 -6%
MWM
1271
Mattern Wealth Management
Kansas
$728K -$7.53K -394 -1%
DBT
1272
Dubuque Bank & Trust
Iowa
$728K -$6.44K -337 -0.9%
CPRC
1273
Consolidated Portfolio Review Corp
New York
$727K +$722K +37,785 New
BLC
1274
Brown, Lisle/Cummings
Rhode Island
$725K -$34.3K -1,796 -5%
IAS
1275
Insigneo Advisory Services
Florida
$723K -$166K -8,706 -19%

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.