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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
BIA
1351
BHK Investment Advisors
Alabama
$634K +$121K +6,330 +24%
AWM
1352
Adams Wealth Management
Utah
$633K +$138K +7,225 +28%
HIP
1353
HUB Investment Partners
Texas
$633K +$28K +1,465 +5%
CAM
1354
Cozad Asset Management
Illinois
$633K -$53.1K -2,778 -8%
MVA
1355
Mount Vernon Associates
Maryland
$632K -$8.6K -450 -1%
XT
1356
XTX Topco
Cayman Islands
$630K -$2.32M -121,224 -79%
TCM
1357
Towercrest Capital Management
Pennsylvania
$629K -$22.8K -1,192 -4%
AAM
1358
Auxier Asset Management
Oregon
$629K -$22.7K -1,189 -4%
KWMG
1359
King Wealth Management Group
Florida
$628K
CA
1360
Claro Advisors
Massachusetts
$626K +$25.7K +1,345 +4%
FCA
1361
FinTrust Capital Advisors
South Carolina
$622K
WP
1362
WealthSource Partners
California
$622K +$39.3K +2,054 +7%
GFP
1363
Gryphon Financial Partners
Ohio
$620K -$41.7K -2,184 -6%
PP
1364
PDS Planning
Ohio
$619K +$170K +8,891 +38%
CS
1365
Capital Square
Tennessee
$616K +$2.75K +144 +0.5%
PIA
1366
Pinion Investment Advisors
Kansas
$616K +$77.7K +4,063 +15%
VFA
1367
Voya Financial Advisors
Connecticut
$616K +$33.8K +1,766 +6%
Fayez Sarofim & Co
1368
Fayez Sarofim & Co
Texas
$616K -$44.7K -2,337 -7%
KOC
1369
Koss-Olinger Consulting
Florida
$615K +$31.8K +1,663 +5%
OPTFSNA
1370
Old Point Trust & Financial Services N A
Virginia
$615K +$5.35K +280 +0.9%
WAM
1371
Westport Asset Management
Connecticut
$614K
SWA
1372
SFMG Wealth Advisors
Texas
$612K -$2.34M -122,279 -79%
SC
1373
Schubert & Co
Texas
$612K -$56.2K -2,940 -8%
OBWG
1374
Onyx Bridge Wealth Group
New York
$611K +$43.1K +2,255 +8%
BHPW
1375
Beverly Hills Private Wealth
California
$610K +$88.5K +4,630 +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.