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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
MAM
1801
MMA Asset Management
Pennsylvania
$323K +$19.5K +1,018 +6%
PA
1802
PSI Advisors
Florida
$322K -$20.7K -1,083 -6%
AIA
1803
AIMZ Investment Advisors
California
$321K -$956 -50 -0.3%
AL
1804
Aspiriant LLC
California
$321K +$13.1K +685 +4%
ERIC
1805
Eagle Rock Investment Company
Georgia
$321K -$208K -10,880 -39%
MLFP
1806
MPS Loria Financial Planners
Illinois
$321K +$11.2K +586 +4%
NRD
1807
Nebula Research & Development
New York
$321K +$318K +16,662 New
PFA
1808
Peak Financial Advisors
Colorado
$321K -$8.98K -470 -3%
AC
1809
AlphaCore Capital
California
$320K +$93K +4,866 +41%
PWM
1810
Paulson Wealth Management
Illinois
$319K -$1.93K -101 -0.6%
IIA
1811
IPG Investment Advisors
California
$319K
BCP
1812
Berkeley Capital Partners
Georgia
$319K +$440 +23 +0.1%
SIS
1813
Strategic Investment Solutions
Illinois
$319K -$17.8K -929 -5%
IAG
1814
Investment Advisory Group
Massachusetts
$318K +$401 +21 +0.1%
CBT
1815
Central Bank & Trust
Kentucky
$318K +$31.6K +1,656 +11%
MWC
1816
MBM Wealth Consultants
Missouri
$317K
TFCP
1817
Twin Focus Capital Partners
Massachusetts
$317K +$119K +6,222 +61%
MIC
1818
Means Investment Company
Maine
$316K +$726 +38 +0.2%
RA
1819
Ruggaard & Associates
Ohio
$316K +$314K +16,419 New
RHDIC
1820
R.H. Dinel Investment Counsel
California
$316K
MGIM
1821
M&G Investment Management
United Kingdom
$315K
QC
1822
Quent Capital
New York
$314K +$8.7K +455 +3%
PWM
1823
Prosperity Wealth Management
California
$314K -$8.68K -454 -3%
LSIA
1824
LaSalle St. Investment Advisors
Illinois
$312K +$37.3K +1,952 +14%
CCIA
1825
Campbell & Co Investment Adviser
Maryland
$312K -$371K -19,432 -55%

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.