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AT&T
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Overview Fund Activity

2,381 hedge funds and large institutions have $76.4B invested in AT&T in 2023 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 1,073 increasing their positions, 930 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,381
Holders Change
-26
Holders Change %
-1.08%
% of All Funds
38.11%
Holding in Top 10
47
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.63%
% of All Funds
0.75%
New
163
Increased
1,073
Reduced
930
Closed
136
Calls
$1.4B
Puts
$781M
Net Calls
+$619M
Net Calls Change
-$174M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$521M
2
Millennium Management
Millennium Management
New York
+$295M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$230M
4
Bank of America
Bank of America
North Carolina
+$213M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$195M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$250M
2
Norges Bank
Norges Bank
Norway
-$138M
3
Barclays
Barclays
United Kingdom
-$122M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$108M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
2001
LCM Capital Management
Illinois
$236K +$5.14K +267 +2%
CAM
2002
Campion Asset Management
Virginia
$236K – – –
SWM
2003
Shakespeare Wealth Management
Wisconsin
$235K – – –
SICM
2004
Sustainable Insight Capital Management
New York
$235K +$235K +12,200 New
KLCM
2005
KG&L Capital Management
Louisiana
$234K -$8.51K -442 -4%
UF
2006
Univest Financial
Pennsylvania
$234K – – –
CCA
2007
Cobblestone Capital Advisors
New York
$233K -$144K -7,485 -38%
FUBT
2008
First United Bank & Trust
Maryland
$233K -$1.75K -91 -0.7%
CYG
2009
Clean Yield Group
Vermont
$232K -$4.87K -253 -2%
AIA
2010
Angeles Investment Advisors
California
$232K +$232K +12,040 New
PWA
2011
Physician Wealth Advisors
Utah
$232K +$5.91K +300 +3%
MIA
2012
MMBG Investment Advisors
Florida
$232K – – –
SMWM
2013
Silvia McColl Wealth Management
California
$231K -$3.72K -193 -2%
BBW
2014
Blue Barn Wealth
Utah
$231K +$231K +11,986 New
EWA
2015
EverSource Wealth Advisors
Alabama
$231K -$82.4K -4,278 -26%
W
2016
WealthOne
New York
$230K +$5.22K +271 +2%
WCM
2017
Windsor Capital Management
Arizona
$229K – – –
CAG
2018
Crestwood Advisors Group
Massachusetts
$229K -$120K -6,227 -34%
FBB
2019
Fulton Breakefield Broenniman
Maryland
$228K -$196K -10,207 -46%
WA
2020
Wealthstar Advisors
Texas
$228K – – –
GEA
2021
Glen Eagle Advisors
New Jersey
$228K -$3.29K -171 -1%
GWSG
2022
GPS Wealth Strategies Group
Colorado
$228K -$1.77M -91,972 -89%
CCM
2023
Cohen Capital Management
California
$228K -$5.53K -287 -2%
AIA
2024
Avalon Investment & Advisory
Texas
$228K +$13K +673 +6%
WCM
2025
Wedge Capital Management
North Carolina
$228K +$4.76K +247 +2%
79 80
81
82 83