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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
SL
1951
Salomon & Ludwin
Virginia
$255K -$3.35K -175 -1%
DBIA
1952
Dumont & Blake Investment Advisors
New Jersey
$254K +$13.3K +696 +6%
KAM
1953
KEB Asset Management
Illinois
$254K +$252K +13,193 New
CL
1954
CIM LLC
New York
$254K +$30.3K +1,584 +14%
MCCP
1955
Mission Creek Capital Partners
California
$253K +$1.22K +64 +0.5%
DWM
1956
Darwin Wealth Management
Florida
$253K -$52.9K -2,769 -18%
RTC
1957
Riverview Trust Company
Washington
$253K
GDP
1958
Great Diamond Partners
Maine
$253K +$251K +13,132 New
BPC
1959
Banque Pictet & Cie
Switzerland
$252K -$295K -15,414 -54%
CWP
1960
Concord Wealth Partners
Virginia
$252K -$2.24K -117 -0.9%
SWP
1961
Semus Wealth Partners
Florida
$252K -$24.2K -1,264 -9%
KWS
1962
Keystone Wealth Services
California
$252K +$20K +1,049 +9%
BWA
1963
BDO Wealth Advisors
Florida
$251K -$6.36K -333 -2%
PFA
1964
Professional Financial Advisors
Nebraska
$250K +$1.97K +103 +1%
BB
1965
Berkshire Bank
Massachusetts
$250K -$45K -2,354 -15%
TCPWM
1966
Traverso Chambers Private Wealth Management
California
$249K +$440 +23 +0.2%
IP
1967
Investment Partners
Ohio
$248K +$1.63K +85 +0.7%
AWM
1968
Affinity Wealth Management
Delaware
$248K +$325 +17 +0.1%
FFC
1969
First Financial Corp
Indiana
$248K -$631 -33 -0.3%
JF
1970
Jump Financial
Illinois
$248K -$129K -6,737 -34%
CWM
1971
Connecticut Wealth Management
Connecticut
$248K -$19.5K -1,019 -7%
WJA
1972
Willis Johnson & Associates
Texas
$248K -$12.4K -647 -5%
HFP
1973
Holistic Financial Partners
Indiana
$247K +$3.82K +200 +2%
BCM
1974
Brainard Capital Management
Texas
$247K -$440 -23 -0.2%
DSC
1975
Duncker Streett & Co
Missouri
$247K

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.