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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
CAC
1451
Certified Advisory Corp
Florida
$541K +$35.1K +1,835 +7%
FCT
1452
First Community Trust
Iowa
$541K -$3.23K -169 -0.6%
FMWA
1453
Forvis Mazars Wealth Advisors
Missouri
$540K +$536K +28,037 New
KLWA
1454
Kelly Lawrence W & Associates
California
$539K +$47.8K +2,500 +10%
VF
1455
Vista Finance
Missouri
$538K +$2.12K +111 +0.4%
FGA
1456
Fortis Group Advisors
New Jersey
$536K +$580K +30,350 New
FBT
1457
First Bankers Trust
Kentucky
$536K -$1.41K -74 -0.3%
CBA
1458
Coastal Bridge Advisors
Connecticut
$535K -$306 -16 -0.1%
CCG
1459
Ceeto Capital Group
Florida
$534K -$141K -7,361 -21%
ORC
1460
O'Rourke & Company
Massachusetts
$534K +$44.1K +2,306 +9%
AIM
1461
Alhambra Investment Management
Florida
$534K +$61.5K +3,216 +13%
ADMI
1462
Albert D. Mason Inc
Massachusetts
$532K -$6.79K -355 -1%
GITFIT
1463
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$531K +$527K +27,600 New
KI
1464
Kula Investments
Illinois
$531K +$234K +12,218 +80%
EWM
1465
Executive Wealth Management
Michigan
$531K +$81.6K +4,270 +18%
TWM
1466
Thrive Wealth Management
Pennsylvania
$528K +$21.2K +1,110 +4%
LIA
1467
LS Investment Advisors
Michigan
$527K -$48.4K -2,535 -8%
PWA
1468
Providence Wealth Advisors
Illinois
$524K +$325 +17 +0.1%
PWAM
1469
Pinnacle West Asset Management
Wyoming
$523K +$519K +27,148 New
TCMP
1470
Thrive Capital Management (Pennsylvania)
Pennsylvania
$522K +$20.8K +1,090 +4%
CAI
1471
Capital Advisors Inc
Oklahoma
$522K -$826K -43,243 -61%
CMTU
1472
Capital Markets Trading (UK)
United Kingdom
$522K -$2.77M -144,872 -84%
SCA
1473
SMH Capital Advisors
Texas
$522K -$42.6K -2,228 -7%
BMC
1474
Benin Management Corp
Connecticut
$522K +$344 +18 +0.1%
P
1475
&Partners
Tennessee
$520K -$8.41K -440 -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.