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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
MHB
1901
Midwest Heritage Bank
Iowa
$277K
GWS
1902
Glassman Wealth Services
Virginia
$277K +$10.6K +557 +4%
AC
1903
Avestar Capital
New York
$276K +$39.8K +2,081 +17%
CT
1904
Colonial Trust
South Carolina
$276K +$5.41K +283 +2%
EFG
1905
Everhart Financial Group
Ohio
$276K +$274K +14,332 New
MAM
1906
Meeder Asset Management
Ohio
$276K -$4.18K -219 -2%
IP
1907
Intellectus Partners
California
$275K +$612 +32 +0.2%
WTFG
1908
Wells Trecaso Financial Group
Ohio
$274K -$573 -30 -0.2%
LFA
1909
LGT Financial Advisors
Texas
$274K +$1.32K +69 +0.5%
TAM
1910
TCP Asset Management
Ohio
$273K +$271K +14,198 New
WI
1911
WBI Investments
New Jersey
$273K -$19.3K -1,012 -7%
KA
1912
Kooman & Associates
Pennsylvania
$272K +$67.3K +3,522 +33%
EW
1913
Element Wealth
Mississippi
$271K +$3.65K +191 +1%
SFG
1914
Sowa Financial Group
Rhode Island
$271K -$10.1K -527 -4%
CWA
1915
Clearview Wealth Advisors
Oregon
$271K -$88.4K -4,625 -25%
SKK
1916
Shepherd Kaplan Krochuk
Massachusetts
$271K
BOH
1917
Bank of Hawaii
Hawaii
$270K -$277K -14,481 -51%
T
1918
TCWP
Ohio
$269K -$18.1K -947 -6%
NF
1919
Norwood Financial
Pennsylvania
$269K
SRC
1920
Sage Rhino Capital
California
$269K +$43.1K +2,257 +19%
AFT
1921
Alpha Family Trust
California
$269K
BMM
1922
Berkshire Money Management
Massachusetts
$268K +$267K +13,947 New
TFGT
1923
TS Financial Group (TSFG)
Illinois
$268K -$26.1K -1,364 -9%
BFC
1924
Bedel Financial Consulting
Indiana
$268K -$38K -1,990 -13%
GWM
1925
GSB Wealth Management
Connecticut
$267K -$1.99K -104 -0.7%

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.