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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
CFSG
1876
Clark Financial Services Group
Missouri
$287K -$16.7K -874 -6%
ZF
1877
Zhang Financial
Michigan
$286K -$12.9K -677 -4%
LD
1878
Lipe & Dalton
New York
$286K -$55.8K -2,920 -16%
SAM
1879
Secure Asset Management
Michigan
$286K +$879 +46 +0.3%
SFWC
1880
Strategic Family Wealth Counselors
New Jersey
$286K -$5.47K -286 -2%
SL
1881
SWMG LLC
Texas
$286K +$2.16K +113 +0.8%
MFGM
1882
Marshall Financial Group (Maryland)
Maryland
$286K -$25.6K -1,339 -8%
WPP
1883
Whalerock Point Partners
Rhode Island
$285K
MSR
1884
Main Street Research
Connecticut
$285K +$21.5K +1,123 +8%
TLP
1885
Trinity Legacy Partners
Texas
$284K
MIA
1886
MainStreet Investment Advisors
Illinois
$284K +$282K +14,759 New
EGWAG
1887
Elwood & Goetz Wealth Advisory Group
Georgia
$283K +$287 +15 +0.1%
EIG
1888
Ellenbecker Investment Group
Wisconsin
$283K -$8.79K -460 -3%
TGAM
1889
TBH Global Asset Management
Tennessee
$283K -$250K -13,095 -47%
CFP
1890
Catalyst Financial Partners
Massachusetts
$283K +$39.3K +2,056 +16%
AIP
1891
Almanack Investment Partners
Pennsylvania
$283K -$19.1K -1,000 -6%
SFG
1892
Socha Financial Group
New York
$282K -$100K -5,230 -26%
CFA
1893
Capstone Financial Advisors
Illinois
$281K -$95.3K -4,985 -25%
MFP
1894
Meridian Financial Partners
Virginia
$280K
EWA
1895
Encompass Wealth Advisors
Oregon
$280K -$2.89K -151 -1%
MA
1896
MJP Associates
Connecticut
$279K -$23.6K -1,235 -8%
BWFA
1897
Baltimore-Washington Financial Advisors
Maryland
$278K +$57.3K +3,000 +26%
SFA
1898
Source Financial Advisors
New York
$278K +$554 +29 +0.2%
AAMA
1899
Advanced Asset Management Advisors
Ohio
$278K +$96 +5 +0%
DJYG
1900
David J. Yvars Group
Florida
$278K +$38 +2 +0%

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.