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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
POIA
1826
Pin Oak Investment Advisors
Texas
$311K
MIM
1827
Moseley Investment Management
Florida
$311K -$9.33K -488 -3%
PSB
1828
Piscataqua Savings Bank
New Hampshire
$311K +$5.73K +300 +2%
SSWM
1829
Strait & Sound Wealth Management
California
$310K +$49.7K +2,600 +19%
RWM
1830
Revisor Wealth Management
Ohio
$310K +$307K +16,078 New
BIAS
1831
Beacon Investment Advisory Services
New Jersey
$308K +$1.91K +100 +0.6%
ESCM
1832
Echo Street Capital Management
New York
$308K +$1.28K +67 +0.4%
JJBC
1833
James J. Burns & Company
New York
$308K +$306K +15,998 New
CCWA
1834
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$308K -$61.8K -3,231 -17%
RPWA
1835
Regent Peak Wealth Advisors
Georgia
$307K -$81.2K -4,248 -21%
CWM
1836
Curi Wealth Management
North Carolina
$306K -$44.5K -2,328 -13%
CW
1837
Channel Wealth
California
$305K +$303K +15,851 New
CWM
1838
Compass Wealth Management
Connecticut
$305K -$46.8K -2,450 -13%
WA
1839
Wealth Architects
California
$304K +$14K +734 +5%
AF
1840
Affiance Financial
Minnesota
$304K -$125K -6,556 -29%
UCI
1841
Uncommon Cents Investing
Wisconsin
$304K +$51.3K +2,684 +21%
WMA
1842
West Michigan Advisors
Michigan
$303K +$41.4K +2,168 +16%
CICI
1843
Capital Investment Counsel Inc
North Carolina
$303K +$134 +7 +0%
BCP
1844
Blue Chip Partners
Michigan
$303K +$17.2K +901 +6%
PWM
1845
Purus Wealth Management
California
$303K +$3.57K +187 +1%
MIA
1846
Milestone Investment Advisors
Wisconsin
$302K +$300K +15,671 New
ET
1847
Equitable Trust
Tennessee
$301K +$18.3K +958 +7%
GFG
1848
Goldstone Financial Group
Illinois
$301K +$299K +15,628 New
FBFS
1849
First Business Financial Services
Wisconsin
$301K -$40.6K -2,125 -12%
EG
1850
Ellerson Group
Maryland
$300K

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.