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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
PTP
1551
Platform Technology Partners
New York
$461K +$99K +5,182 +28%
CL
1552
CSS LLC
Illinois
$461K +$192K +10,061 +73%
BWM
1553
BerganKDV Wealth Management
Minnesota
$460K -$9.27K -485 -2%
OFS
1554
OneAscent Financial Services
Alabama
$459K -$33.8K -1,771 -7%
SB
1555
Sunflower Bank
Texas
$459K -$71.3K -3,732 -14%
TFA
1556
Teamwork Financial Advisors
Texas
$458K -$66.4K -3,476 -13%
QIM
1557
Quest Investment Management
Oregon
$457K
AIM
1558
Acropolis Investment Management
Missouri
$457K +$1.76K +92 +0.4%
COCM
1559
Charter Oak Capital Management
New Hampshire
$457K -$210 -11 -0%
FPCG
1560
Forum Private Client Group
Indiana
$456K +$48.8K +2,552 +12%
RWMG
1561
Redwood Wealth Management Group
New Jersey
$456K +$20.2K +1,059 +5%
AIP
1562
Ahrens Investment Partners
Louisiana
$455K -$86.1K -4,506 -16%
RWP
1563
RWA Wealth Partners
Massachusetts
$455K -$191 -10 -0%
C
1564
CEDRUS
Colorado
$455K +$23.4K +1,226 +5%
LSA
1565
Lion Street Advisors
Texas
$455K +$106K +5,522 +31%
CA
1566
Cullinan Associates
Kentucky
$454K -$238K -12,436 -35%
HWAM
1567
Hennion & Walsh Asset Management
New Jersey
$454K -$121K -6,329 -21%
CCM
1568
Carlson Capital Management
Minnesota
$453K -$1.82K -95 -0.4%
SFI
1569
SPC Financial Inc
Maryland
$453K +$325 +17 +0.1%
CHA
1570
Carmichael Hill & Associates
Maryland
$452K -$5.77K -302 -1%
AC
1571
Allstate Corporation
Illinois
$452K -$4.75M -248,353 -91%
RCWM
1572
Royal Capital Wealth Management
Indiana
$452K +$1.74K +91 +0.4%
CCM
1573
Community Capital Management
Florida
$451K
APIM
1574
Agate Pass Investment Management
Washington
$451K +$207K +10,825 +86%
HT
1575
Heritage Trust
Oklahoma
$450K -$36.5K -1,909 -8%

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.