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
WCM
1301
Washington Capital Management
Washington
$690K -$24.8K -1,300 -4%
WP
1302
Westmount Partners
California
$689K +$34.5K +1,805 +5%
AJ
1303
Ashburton (Jersey)
Jersey
$689K +$28.9K +1,510 +4%
EWA
1304
EP Wealth Advisors
California
$688K -$2.48M -129,796 -94%
CCFCSB
1305
Cape Cod Five Cents Savings Bank
Massachusetts
$685K -$54.7K -2,862 -7%
RAM
1306
Roanoke Asset Management
New Jersey
$685K
FHC
1307
First Heartland Consultants
Missouri
$684K +$20K +1,045 +3%
M1FG
1308
Mach-1 Financial Group
Arkansas
$683K +$105K +5,483 New
CWP
1309
CFM Wealth Partners
Texas
$683K +$33.7K +1,764 +5%
GC
1310
Grimes & Company
Massachusetts
$682K +$103K +5,409 +18%
LKIM
1311
Lawson Kroeker Investment Management
Nebraska
$682K -$29.1K -1,525 -4%
SC
1312
SouthState Corp
Florida
$678K -$16.3K -851 -2%
LG
1313
LaFleur & Godfrey
Michigan
$678K -$10.1K -526 -1%
OCM
1314
Orleans Capital Management
Louisiana
$674K +$86K +4,500 +15%
PIA
1315
Perennial Investment Advisors
California
$674K +$93.4K +4,888 +16%
SFG
1316
SevenBridge Financial Group
Pennsylvania
$673K -$7.64K -400 -1%
WIP
1317
WealthCare Investment Partners
Rhode Island
$672K -$7.09K -371 -1%
RWPA
1318
Richard W. Paul & Associates
Michigan
$670K +$23.2K +1,214 +4%
NEWAS
1319
N.E.W. Advisory Services
Wisconsin
$670K -$35.9K -1,880 -5%
Legacy Financial Group (Iowa)
1320
Legacy Financial Group (Iowa)
Iowa
$669K -$22.3K -1,168 -3%
Members Trust
1321
Members Trust
Florida
$668K -$63.4K -3,319 -9%
RMDI
1322
R.M. Davis Inc
Maine
$668K -$11.4K -598 -2%
AC
1323
Abbrea Capital
California
$667K -$7.82K -409 -1%
Loomis, Sayles & Company
1324
Loomis, Sayles & Company
Massachusetts
$666K -$190K -9,930 -22%
Edgewood Management
1325
Edgewood Management
Connecticut
$664K +$95.6K +5,000 +17%

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.