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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
1501
Cahaba Wealth Management
Georgia
$495K +$157K +8,210 +47%
BTW
1502
Boston Trust Walden
Massachusetts
$494K -$72.5K -3,796 -13%
FOFP
1503
Fee-Only Financial Planning
South Carolina
$492K
FC
1504
Fusion Capital
South Carolina
$492K -$14.9K -778 -3%
FFWA
1505
FRG Family Wealth Advisors
Washington
$490K -$47K -2,460 -9%
MSA
1506
Marino Stram & Associates
Massachusetts
$490K +$3.27K +171 +0.7%
BWA
1507
Beam Wealth Advisors
Louisiana
$488K -$24.4K -1,279 -5%
ESB
1508
Essex Savings Bank
Connecticut
$488K +$26.2K +1,370 +6%
SAM
1509
SignalPoint Asset Management
Missouri
$487K +$879 +46 +0.2%
MPI
1510
Mairs & Power Inc
Minnesota
$487K +$7.64K +400 +2%
HFG
1511
Heron Financial Group
New York
$487K +$103K +5,390 +27%
FC
1512
Financial Consulate
Maryland
$485K +$40.6K +2,125 +9%
EWM
1513
Endurance Wealth Management
Rhode Island
$484K +$29.3K +1,533 +6%
BAM
1514
Brave Asset Management
New Jersey
$483K
ONST
1515
Old North State Trust
North Carolina
$483K
BG
1516
Bahl & Gaynor
Ohio
$483K -$93.9K -4,913 -16%
CRI
1517
Colonial River Investments
Virginia
$482K +$4.87K +255 +1%
TCM
1518
Triumph Capital Management
Colorado
$482K -$31.7K -1,659 -6%
BWM
1519
Baystate Wealth Management
Massachusetts
$482K +$8.77K +459 +2%
KP
1520
Keel Point
Alabama
$480K -$16.5K -864 -3%
APW
1521
Aurora Private Wealth
New Jersey
$478K -$119K -6,205 -20%
EFL
1522
ERn Financial LLC
Wisconsin
$478K -$29.4K -1,539 -6%
ML
1523
McAdam LLC
Pennsylvania
$477K +$35.7K +1,866 +8%
DWM
1524
Dorchester Wealth Management
Quebec, Canada
$477K +$134 +7 +0%
MIM
1525
MTM Investment Management
South Carolina
$476K +$115 +6 +0%

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.