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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
GWANC
1626
Guardian Wealth Advisors (North Carolina)
North Carolina
$412K -$29.4K -1,540 -7%
BFAG
1627
Blackston Financial Advisory Group
Florida
$412K -$46.7K -2,444 -10%
RGC
1628
Roberts, Glore & Co
Illinois
$412K -$62.8K -3,286 -13%
FPWM
1629
FSB Premier Wealth Management
Iowa
$410K -$35.2K -1,841 -8%
MA
1630
Mezzasalma Advisors
New Jersey
$409K +$75.1K +3,929 +23%
HAIM
1631
Hunter Associates Investment Management
Pennsylvania
$409K -$3.38K -177 -0.8%
SA
1632
Scarborough Advisors
Maryland
$408K +$406K +21,218 New
DAM
1633
Derbend Asset Management
Georgia
$408K +$42.6K +2,231 +12%
LW
1634
Lauer Wealth
Indiana
$408K +$427K +22,367 New
WWP
1635
WR Wealth Planners
Missouri
$407K +$98.1K +5,132 +32%
LWCFA
1636
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$407K -$112K -5,857 -22%
SC
1637
Swan Capital
Florida
$405K +$402K +21,037 New
CSC
1638
Caldwell Sutter Capital
California
$404K +$294K +15,361 +272%
CM
1639
Cercano Management
Washington
$404K
CWM
1640
Congress Wealth Management
Massachusetts
$403K -$17.1K -894 -4%
PCM
1641
Princeton Capital Management
New Jersey
$402K +$147K +7,683 +58%
IIC
1642
Integrated Investment Consultants
Michigan
$401K +$55.8K +2,921 +16%
PPW
1643
Parcion Private Wealth
Washington
$401K
SWA
1644
SOA Wealth Advisors
New York
$401K +$4.03K +211 +1%
WDG
1645
Wealth Dimensions Group
Ohio
$401K +$917 +48 +0.2%
CG
1646
Cutler Group
California
$398K -$6.79M -355,091 -94%
LWA
1647
Lineweaver Wealth Advisors
Ohio
$398K +$2.81K +147 +0.7%
SWP
1648
Summit Wealth Partners
Florida
$398K -$1.91K -100 -0.5%
CRC
1649
Curi RMB Capital
Illinois
$398K +$80.6K +4,219 +26%
MYIA
1650
Mount Yale Investment Advisors
Colorado
$396K +$393K +20,584 New

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.