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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
NC
1926
NBW Capital
Massachusetts
$267K +$34.5K +1,803 +15%
AWM
1927
Aberdeen Wealth Management
Illinois
$267K +$115 +6 +0%
IIM
1928
InTrack Investment Management
Vermont
$267K -$7.64K -400 -3%
HNWAG
1929
High Net Worth Advisory Group
Florida
$267K -$38.2K -2,000 -13%
SA
1930
Syntax Advisors
New York
$266K +$7.13K +373 +3%
VCG
1931
Vantage Consulting Group
Virginia
$266K +$7.13K +373 +3%
PWP
1932
Phillips Wealth Planners
Mississippi
$266K +$290K +15,184 New
PWMG
1933
Provence Wealth Management Group
California
$265K +$37.8K +1,977 +17%
FAB
1934
First American Bank
Illinois
$265K -$3.42K -179 -1%
TT
1935
TI-Trust
Illinois
$264K -$20.5K -1,074 -7%
RWI
1936
Red Wave Investments
Pennsylvania
$264K +$10.6K +552 +4%
RAG
1937
RIA Advisory Group
Iowa
$263K +$2.08K +109 +0.8%
BC
1938
Barrett & Company
Rhode Island
$263K +$94.5K +4,946 +57%
BFG
1939
Bouchey Financial Group
New York
$262K +$6.33K +331 +2%
SPWM
1940
Straight Path Wealth Management
Michigan
$261K -$210 -11 -0.1%
GWA
1941
GGM Wealth Advisors
Maryland
$261K +$363 +19 +0.1%
B
1942
Bensler
Washington
$261K -$28.3K -1,483 -10%
ACA
1943
Affinity Capital Advisors
California
$260K -$8.79K -460 -3%
SC
1944
Saybrook Capital
North Carolina
$259K
SG
1945
Stonnington Group
California
$258K +$19.1K +1,000 +8%
BCFD
1946
Boit C.F. David
$257K
SIA
1947
Soltis Investment Advisors
Utah
$256K -$662K -34,613 -72%
PEA
1948
Park Edge Advisors
Ohio
$256K
EFM
1949
E Fund Management
China
$256K -$8.12K -425 -3%
IC
1950
Inscription Capital
Texas
$256K +$20.8K +1,087 +9%

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.