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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
CWM
1426
Chesapeake Wealth Management
Virginia
$564K -$27.3K -1,429 -5%
BAG
1427
Briggs Advisory Group
Rhode Island
$563K
SPWG
1428
Syntegra Private Wealth Group
Missouri
$563K +$2.31K +121 +0.4%
VA
1429
Valmark Advisers
Ohio
$562K -$54.3K -2,841 -9%
RPC
1430
Rossmore Private Capital
Connecticut
$561K
NL
1431
NVWM LLC
Pennsylvania
$560K +$4.07K +213 +0.7%
AWMG
1432
Alliance Wealth Management Group
New Jersey
$558K -$22.8K -1,192 -4%
MWM
1433
Modera Wealth Management
New Jersey
$558K +$10.7K +562 +2%
CAL
1434
Capital Analysts LLC
Pennsylvania
$555K +$49.5K +2,590 +10%
IWN
1435
Independent Wealth Network
Iowa
$554K -$6.69K -350 -1%
DE
1436
Day & Ennis
Georgia
$553K -$1.19K -62 -0.2%
NFG
1437
Nadler Financial Group
Illinois
$553K +$115 +6 +0%
PCA
1438
Peddock Capital Advisors
Massachusetts
$553K
FB
1439
First Bancorp
Maine
$552K +$13.5K +707 +3%
WDA
1440
Wendell David Associates
New Hampshire
$551K +$45.7K +2,391 +9%
RCM
1441
RB Capital Management
Nevada
$550K -$16.8K -880 -3%
CPA
1442
Cardiff Park Advisors
California
$550K +$21.1K +1,106 +4%
AWA
1443
Acorn Wealth Advisors
Michigan
$549K +$3.77K +197 +0.7%
AIA
1444
Armor Investment Advisors
North Carolina
$549K -$106K -5,532 -16%
PFGIA
1445
Patriot Financial Group Insurance Agency
Massachusetts
$548K +$29.6K +1,550 +6%
LNB
1446
Ledyard National Bank
$546K -$65.9K -3,449 -11%
HPM
1447
Hoxton Planning & Management
West Virginia
$543K +$136K +7,111 +34%
TC
1448
Trust Company
Kansas
$543K -$233K -12,203 -30%
CWC
1449
Carolinas Wealth Consulting
North Carolina
$542K -$2.01K -105 -0.3%
SVWAG
1450
Sound View Wealth Advisors Group
Georgia
$541K +$150K +7,857 +39%

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.