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AT&T
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Overview Fund Activity

2,381 hedge funds and large institutions have $76.4B invested in AT&T in 2023 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 1,073 increasing their positions, 930 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,381
Holders Change
-26
Holders Change %
-1.08%
% of All Funds
38.11%
Holding in Top 10
47
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.63%
% of All Funds
0.75%
New
163
Increased
1,073
Reduced
930
Closed
136
Calls
$1.4B
Puts
$781M
Net Calls
+$619M
Net Calls Change
-$174M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$521M
2
Millennium Management
Millennium Management
New York
+$295M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$230M
4
Bank of America
Bank of America
North Carolina
+$213M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$195M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$250M
2
Norges Bank
Norges Bank
Norway
-$138M
3
Barclays
Barclays
United Kingdom
-$122M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$108M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPCONE
1751
Retirement Planning Company of New England
Rhode Island
$341K +$10.7K +554 +3%
SRSA
1752
S.R. Schill & Associates
Washington
$340K -$77K -4,000 -18%
CNBTD
1753
Citizens National Bank Trust Department
Mississippi
$340K -$20.2K -1,050 -6%
CTA
1754
Colonial Trust Advisors
South Carolina
$340K +$39.1K +2,030 +13%
TNA
1755
True North Advisors
Texas
$339K -$67.1K -3,488 -17%
NFA
1756
Northern Financial Advisors
Michigan
$338K +$140K +7,955 +71%
LWP
1757
Lumature Wealth Partners
Georgia
$338K -$244K -12,668 -42%
ETIA
1758
Epic Trust Investment Advisors
Washington
$338K +$145K +7,509 +75%
KCM
1759
Kendall Capital Management
Maryland
$337K -$33.9K -1,760 -9%
GM
1760
GeoWealth Management
Illinois
$337K -$28.7K -1,491 -8%
AAM
1761
Aureus Asset Management
Massachusetts
$337K +$96.3K +5,000 +40%
ECM
1762
Exchange Capital Management
Michigan
$337K +$4.83K +251 +1%
CFS
1763
CRA Financial Services
New Jersey
$336K +$1.12K +58 +0.3%
PFM
1764
Parsec Financial Management
North Carolina
$336K – – –
BCM
1765
Boltwood Capital Management
California
$335K +$335K +17,426 New
AT
1766
American Trust
Kentucky
$335K +$481 +25 +0.1%
FCP
1767
Fidelis Capital Partners
Florida
$335K +$68.8K +4,015 +26%
SPA
1768
Sherbrooke Park Advisers
New York
$333K +$52K +2,700 +18%
1WM
1769
1900 Wealth Management
Texas
$333K -$817 -43 -0.2%
PJSIMP
1770
P.J. Schmidt Investment Management (PJS)
Wisconsin
$332K +$12.8K +725 +4%
SIC
1771
Samalin Investment Counsel
New York
$332K +$39.2K +2,035 +13%
PFG
1772
Piershale Financial Group
Illinois
$331K +$2.19K +114 +0.7%
RWB
1773
RMR Wealth Builders
New Jersey
$331K -$40K -2,080 -11%
RC
1774
Roundview Capital
New Jersey
$329K -$11.2K -582 -3%
FAM
1775
Flaharty Asset Management
Florida
$329K +$38 +2 +0%
69 70
71
72 73