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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
ALAM
1376
Asahi Life Asset Management
Japan
$610K +$516K +27,020 +581%
WCM
1377
Whitener Capital Management
North Carolina
$610K -$21.6K -1,131 -3%
ICG
1378
InterOcean Capital Group
Tennessee
$610K +$79.1K +4,139 +15%
WB
1379
Webster Bank
Connecticut
$609K -$7.64K -400 -1%
M
1380
MOTCO
Texas
$608K +$34.3K +1,793 +6%
TWM
1381
Tradition Wealth Management
Minnesota
$607K -$35.1K -1,835 -6%
BTI
1382
Blue Trust Inc
Georgia
$606K -$92.3K -4,829 -13%
FWM
1383
Forza Wealth Management
Florida
$606K +$82.4K +4,311 +16%
BHBT
1384
Burke & Herbert Bank & Trust
Virginia
$605K -$3.82K -200 -0.6%
AAIS
1385
ABN AMRO Investment Solutions
$605K +$600K +31,420 New
BFA
1386
Bill Few Associates
Pennsylvania
$605K +$44.2K +2,314 +8%
AF
1387
Advisornet Financial
Minnesota
$604K -$24.5K -1,282 -4%
CWA
1388
Centennial Wealth Advisory
Michigan
$601K +$28.1K +1,469 +5%
RI
1389
Ridgewood Investments
New Jersey
$599K -$95.9K -5,018 -14%
FFA
1390
Farther Finance Advisors
California
$598K +$117K +6,130 +25%
RWA
1391
Ropes Wealth Advisors
Massachusetts
$598K +$12.9K +677 +2%
NAMP
1392
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$597K -$9K -471 -1%
SAM
1393
Seelaus Asset Management
New Jersey
$597K -$1.28K -67 -0.2%
HSA
1394
Hussman Strategic Advisors
Maryland
$597K
ASFA
1395
All Season Financial Advisors
Colorado
$594K +$4.05K +212 +0.7%
FIB
1396
First Interstate Bank
Montana
$594K -$121K -6,331 -17%
LWM
1397
Liberty Wealth Management
California
$594K +$589K +30,828 New
MAM
1398
Mystic Asset Management
Rhode Island
$593K -$7.64K -400 -1%
MM
1399
MQS Management
New York
$592K +$587K +30,733 New
PL
1400
Parthenon LLC
Kentucky
$591K -$5.1K -267 -0.9%

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.