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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
CWS
1651
Cypress Wealth Services
California
$396K +$105K +5,482 +36%
YCM
1652
Yakira Capital Management
Connecticut
$396K
GCMG
1653
Gyroscope Capital Management Group
Florida
$396K +$393K +20,553 New
PSC
1654
Prentiss Smith & Co
Vermont
$395K
LI
1655
Lafayette Investments
Maryland
$395K +$19 +1 +0%
TC
1656
Truvestments Capital
Florida
$394K -$188K -9,827 -32%
DG
1657
DMC Group
Alabama
$393K +$5.33K +279 +1%
TIA
1658
Tiemann Investment Advisors
California
$393K +$15.3K +800 +4%
FA
1659
Financial Advisors
Massachusetts
$392K -$9.94K -520 -2%
AWM
1660
Avaii Wealth Management
Wisconsin
$390K +$26K +1,359 +7%
CAGAS
1661
Capital Advisory Group Advisory Services
Minnesota
$390K -$22.3K -1,166 -5%
EW
1662
Evoke Wealth
California
$389K +$31.9K +1,670 +9%
UAML
1663
US Asset Management LLC
Pennsylvania
$389K -$1.01K -53 -0.3%
WKWM
1664
Walter & Keenan Wealth Management
Indiana
$388K +$90.7K +4,745 +31%
BFA
1665
Beaumont Financial Advisors
Massachusetts
$388K -$5.18K -271 -1%
BHWM
1666
Beaird Harris Wealth Management
Texas
$388K -$6.88K -360 -2%
CPC
1667
Congress Park Capital
New York
$387K -$39.2K -2,050 -9%
TF
1668
TimeScale Financial
Massachusetts
$387K +$6.71K +351 +2%
TWP
1669
Tower Wealth Partners
Pennsylvania
$386K
ECG
1670
Edge Capital Group
Georgia
$386K -$253K -13,264 -40%
TAIM
1671
TD Ameritrade Investment Management
Nebraska
$385K -$126K -6,576 -25%
NB
1672
Nicolet Bankshares
Wisconsin
$385K +$88.4K +4,627 +30%
HCMG
1673
Howard Capital Management Group
California
$384K
LGA
1674
Lebenthal Global Advisors
New York
$384K +$58.9K +3,083 +18%
BFO
1675
Boston Family Office
Massachusetts
$384K +$63.4K +3,316 +20%

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.