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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
FAM
1976
Formidable Asset Management
Ohio
$247K -$16K -837 -6%
PCA
1977
Prosperity Capital Advisors
Ohio
$247K +$11.3K +593 +5%
SFG
1978
Sather Financial Group
Texas
$246K +$26.9K +1,407 +12%
MWA
1979
Mills Wealth Advisors
Texas
$246K +$245K +12,797 New
AF
1980
Aldebaran Financial
$246K -$91.7K -4,800 -27%
HFM
1981
Hartford Financial Management
Connecticut
$246K -$1.72K -90 -0.7%
KIG
1982
Kennedy Investment Group
New Jersey
$245K -$44.1K -2,310 -15%
BCG
1983
Breakwater Capital Group
New Jersey
$244K +$242K +12,678 New
KWM
1984
Kolinsky Wealth Management
New Jersey
$244K -$25.2K -1,318 -9%
RZH
1985
Relyea Zuckerberg Hanson
Connecticut
$244K -$13.5K -708 -5%
NFC
1986
Northeast Financial Consultants
Connecticut
$244K -$13.4K -700 -5%
PPW
1987
Pasadena Private Wealth
California
$244K -$34.1K -1,784 -12%
MMG
1988
Monetary Management Group
Missouri
$243K -$30.6K -1,600 -11%
JWBC
1989
John W. Brooker & Co
California
$243K
LWM
1990
LJI Wealth Management
Indiana
$243K -$5.71K -299 -2%
VCWA
1991
Vanguard Capital Wealth Advisors
Colorado
$242K -$14.3K -748 -6%
ME
1992
McIlrath & Eck
Washington
$242K -$46.4K -2,429 -16%
WAG
1993
Winthrop Advisory Group
Massachusetts
$242K +$229 +12 +0.1%
BA
1994
Bristlecone Advisors
Washington
$241K
CFO
1995
Colony Family Offices
North Carolina
$241K
DA
1996
Dover Advisors
Virginia
$241K +$1.91K +100 +0.8%
I
1997
INVST
Indiana
$240K +$28.3K +1,482 +12%
NSB
1998
Norway Savings Bank
Maine
$240K -$92K -4,814 -28%
LWM
1999
Lodestone Wealth Management
Washington
$240K -$2.52K -132 -1%
WHC
2000
Wulff, Hansen & Co
California
$239K +$14.8K +775 +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.