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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
MFG
1326
Magnus Financial Group
New York
$664K +$497 +26 +0.1%
TAM
1327
Tealwood Asset Management
Minnesota
$663K -$8.06K -422 -1%
UBG
1328
United Bank (Georgia)
Georgia
$661K +$359K +18,795 +121%
CT
1329
Coastline Trust
Rhode Island
$660K -$9.17K -480 -1%
OFG
1330
OmniStar Financial Group
North Carolina
$659K -$98.3K -5,146 -13%
BA
1331
Bluesphere Advisors
Pennsylvania
$659K -$6.79K -355 -1%
EC
1332
EdgeRock Capital
Colorado
$657K +$17.8K +930 +3%
CWM
1333
Cedar Wealth Management
California
$657K +$8.12K +425 +1%
QL
1334
Quarry LP
New York
$655K +$463K +24,219 +247%
MWA
1335
Meridian Wealth Advisors
Texas
$655K -$15.7K -824 -2%
OWA
1336
Octavia Wealth Advisors
Ohio
$655K -$25.6K -1,339 -4%
VCM
1337
Viewpoint Capital Management
Washington
$654K -$25K -1,310 -4%
RGF
1338
Retirement Guys Formula
Ohio
$653K +$9.54K +499 +1%
HWM
1339
Horizon Wealth Management
Illinois
$653K +$2.16K +113 +0.3%
SEP
1340
Southland Equity Partners
Missouri
$651K -$40.1K -2,098 -6%
UAS
1341
United Asset Strategies
New York
$651K -$111K -5,832 -15%
RSVP
1342
Ramsay Stattman Vela & Price
Colorado
$650K -$32.5K -1,700 -5%
RFN
1343
RDA Financial Network
Iowa
$649K -$1.66K -87 -0.3%
MCP
1344
Mirador Capital Partners
California
$649K -$2.12M -111,031 -77%
CFO
1345
CVA Family Office
Colorado
$648K +$22.7K +1,186 +4%
ACI
1346
Alpha Cubed Investments
California
$647K +$1.63K +85 +0.3%
HDIM
1347
Hanson & Doremus Investment Management
Vermont
$644K -$70.7K -3,701 -10%
MIP
1348
Marietta Investment Partners
Wisconsin
$642K
LA
1349
Latitude Advisors
Florida
$641K -$25.5K -1,336 -4%
SXL
1350
Summit X LLC
Missouri
$637K +$139K +7,277 +28%

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.