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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
FCP
1776
Fidelis Capital Partners
Florida
$335K +$76.7K +4,015 +26%
SPA
1777
Sherbrooke Park Advisers
New York
$333K +$51.6K +2,700 +18%
1WM
1778
1900 Wealth Management
Texas
$333K -$822 -43 -0.2%
PJSIMP
1779
P.J. Schmidt Investment Management (PJS)
Wisconsin
$332K +$13.9K +725 +4%
SIC
1780
Samalin Investment Counsel
New York
$332K +$38.9K +2,035 +13%
PFG
1781
Piershale Financial Group
Illinois
$331K +$2.18K +114 +0.7%
RWB
1782
RMR Wealth Builders
New Jersey
$331K -$39.8K -2,080 -11%
RC
1783
Roundview Capital
New Jersey
$329K -$11.1K -582 -3%
FAM
1784
Flaharty Asset Management
Florida
$329K +$38 +2 +0%
PAMG
1785
Patton Albertson Miller Group
Tennessee
$328K -$49.6K -2,594 -13%
SCP
1786
Sandhill Capital Partners
New York
$328K
APW
1787
Austin Private Wealth
Texas
$328K +$37.2K +1,946 +13%
FG
1788
Foster Group
Iowa
$328K +$42.3K +2,211 +15%
LAM
1789
L2 Asset Management
Massachusetts
$327K +$13.9K +727 +4%
WFI
1790
West Family Investments
California
$326K -$30.4K -1,592 -9%
BFG
1791
Berger Financial Group
Minnesota
$326K -$7.61K -398 -2%
HGERS
1792
Householder Group Estate & Retirement Specialist
Arizona
$326K -$39K -2,042 -11%
BOPW
1793
Brandywine Oak Private Wealth
Pennsylvania
$325K -$84K -4,394 -21%
PIMG
1794
Patriot Investment Management Group
Tennessee
$325K +$1.26K +66 +0.4%
HIP
1795
Harrell Investment Partners
Texas
$325K
SCM
1796
Silvant Capital Management
Georgia
$324K
CFFP
1797
Center for Financial Planning
Michigan
$324K +$38.2K +1,997 +13%
BWM
1798
Bulltick Wealth Management
Florida
$323K +$3.82K +200 +1%
TA
1799
TruWealth Advisors
Louisiana
$323K +$68.9K +3,605 +27%
SL
1800
Sentinus LLC
Illinois
$323K +$321K +16,784 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.