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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
SJIM
1526
St. Johns Investment Management
Florida
$476K +$51.6K +2,702 +12%
FAG
1527
Fortitude Advisory Group
Washington
$476K -$1.01K -53 -0.2%
PAG
1528
Powers Advisory Group
Illinois
$475K +$4.34K +227 +0.9%
MFWP
1529
Mosaic Family Wealth Partners
Missouri
$474K -$12.9K -675 -3%
TL
1530
Tradewinds LLC
North Carolina
$473K +$470K +24,570 New
DFA
1531
Delta Financial Advisors
Louisiana
$472K -$6.33K -331 -1%
JWBC
1532
J.W. Burns & Co
New York
$471K -$33K -1,727 -7%
DWA
1533
Douglass Winthrop Advisors
New York
$470K -$5.49K -287 -1%
HCM
1534
Howland Capital Management
Massachusetts
$469K -$6.71K -351 -1%
HFS
1535
HBC Financial Services
Washington
$469K +$115 +6 +0%
ABLA
1536
Alan B. Lancz & Associates
Ohio
$468K -$440 -23 -0.1%
JSL
1537
JT Stratford LLC
Georgia
$467K +$120K +6,298 +35%
SWM
1538
Sugarloaf Wealth Management
Georgia
$467K -$50.2K -2,625 -10%
CSB
1539
City State Bank
Iowa
$467K -$24K -1,255 -5%
JGIA
1540
Jackson Grant Investment Advisers
Connecticut
$467K -$726 -38 -0.2%
BHIA
1541
Birch Hill Investment Advisors
Massachusetts
$466K +$7.34K +384 +2%
CIM
1542
CIM Investment Management
Pennsylvania
$466K +$22K +1,149 +5%
CL
1543
COWA LLC
Oklahoma
$465K +$107K +5,622 +30%
WAG
1544
Wallace Advisory Group
California
$465K +$134K +7,033 +41%
CS
1545
Cannell & Spears
New York
$464K
TWP
1546
Tempus Wealth Planning
California
$463K -$23.3K -1,218 -5%
CB
1547
Centennial Bank
Arkansas
$462K -$215K -11,239 -32%
GLLW
1548
Graves Light Lenhart Wealth
Virginia
$462K -$20.5K -1,075 -4%
MA
1549
MBA Advisors
Pennsylvania
$462K +$2.29K +120 +0.5%
AWA
1550
Arkadios Wealth Advisors
Georgia
$461K -$47.3K -2,473 -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.