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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
PCMK
2051
Paragon Capital Management (Kansas)
Kansas
$221K
LNWTC
2052
Laird Norton Wetherby Trust Company
Washington
$221K
HWMG
2053
Hurlow Wealth Management Group
Indiana
$221K +$306 +16 +0.1%
MWM
2054
MBE Wealth Management
Wisconsin
$221K -$45.8K -2,399 -17%
OPWM
2055
Oxinas Partners Wealth Management
Indiana
$220K -$5.37K -281 -2%
TCM
2056
Teza Capital Management
Illinois
$220K -$534K -27,921 -71%
AIC
2057
Archer Investment Corporation
Indiana
$219K +$19 +1 +0%
MGWM
2058
Marks Group Wealth Management
Minnesota
$219K -$474K -24,792 -69%
FWM
2059
FSA Wealth Management
Massachusetts
$219K +$268 +14 +0.1%
FMI
2060
F/M Investments
District of Columbia
$219K +$197K +10,325 New
FWM
2061
Focused Wealth Management
New York
$218K -$30.7K -1,604 -12%
SAM
2062
Sequent Asset Management
Texas
$218K +$57 +3 +0%
HP
2063
HT Partners
Connecticut
$218K
HKAM
2064
Horizon Kinetics Asset Management
New York
$218K +$216K +11,306 New
RB
2065
Richmond Brothers
Michigan
$218K -$87.8K -4,595 -29%
OWA
2066
Opal Wealth Advisors
New York
$217K +$12.4K +651 +6%
OPPS
2067
Obsidian Personal Planning Solutions
Maryland
$217K -$21.3K -1,116 -9%
RFA
2068
Register Financial Advisors
Georgia
$216K +$48.4K +2,530 +29%
CSIA
2069
Charles Schwab Investment Advisory
California
$216K +$2.52K +132 +1%
DTL
2070
Dynamic Technology Lab
Singapore
$216K -$2.26M -118,463 -91%
WP
2071
WMS Partners
Maryland
$216K +$214K +11,210 New
AWG
2072
Altus Wealth Group
Colorado
$215K -$2.62K -137 -1%
FS
2073
Ferguson Shapiro
Georgia
$215K -$9.12K -477 -4%
PTB
2074
Pioneer Trust Bank
Oregon
$215K -$191 -10 -0.1%
GPA
2075
Garrison Point Advisors
California
$215K +$4.91K +257 +2%

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.