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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
RDWM
1401
Red Door Wealth Management
Tennessee
$591K -$2.41K -126 -0.4%
CFA
1402
CWS Financial Advisors
Michigan
$591K +$32.2K +1,685 +6%
SWIM
1403
Smallwood Wealth Investment Management
New Jersey
$588K -$74.4K -3,892 -11%
WIC
1404
Woodmont Investment Counsel
Tennessee
$584K +$89.3K +4,671 +18%
MCWS
1405
McKinley Carter Wealth Services
West Virginia
$579K -$33.9K -1,772 -6%
CI
1406
Clal Insurance
Israel
$578K +$573K +30,000 New
GC
1407
Gilbert & Cook
Iowa
$577K +$84.6K +4,426 +17%
WA
1408
Waddell & Associates
Tennessee
$577K -$131K -6,852 -19%
NGA
1409
Naples Global Advisors
Florida
$576K +$4.78K +250 +0.8%
NCM
1410
Novare Capital Management
North Carolina
$575K +$6.57K +344 +1%
SRC
1411
Shufro Rose & Co
New York
$575K -$16.9K -885 -3%
TIA
1412
Trust Investment Advisors
Indiana
$573K +$32K +1,676 +6%
LCWP
1413
Legacy Capital Wealth Partners
Arkansas
$573K +$569K +29,759 New
KFI
1414
Key Financial Inc
Pennsylvania
$573K +$2.64K +138 +0.5%
SFG
1415
StrategIQ Financial Group
Indiana
$572K -$28.8K -1,506 -5%
PMA
1416
Prudent Man Advisors
Illinois
$571K -$10.1K -528 -2%
PIA
1417
Powell Investment Advisors
Florida
$570K -$2.96K -155 -0.5%
CWM
1418
Calamos Wealth Management
Illinois
$570K +$242K +12,679 +75%
RWP
1419
Ridgecrest Wealth Partners
California
$569K -$8.43K -441 -1%
HCM
1420
Horrell Capital Management
Arkansas
$568K +$3.52K +184 +0.6%
EWA
1421
Etesian Wealth Advisors
Oregon
$568K -$19.5K -1,019 -3%
WAL
1422
W Advisors LLC
Tennessee
$566K +$55.2K +2,886 +11%
GL
1423
Graypoint LLC
New York
$566K -$13.7K -718 -2%
HP
1424
Hyperion Partners
Pennsylvania
$565K -$9.61K -503 -2%
WWM
1425
Windsor Wealth Management
Indiana
$565K -$10.5K -550 -2%

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.