We are live on ! Find out more

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
AFS
2076
AFG Fiduciary Services
Massachusetts
$214K +$213K +11,141 New
FDDB
2077
Fidelity D&D Bancorp
Pennsylvania
$214K +$233K +12,171 New
D
2078
Diversified
Delaware
$214K +$213K +11,120 New
MBT
2079
Montecito Bank & Trust
California
$214K -$9.99K -523 -4%
BWM
2080
Biltmore Wealth Management
Arizona
$214K +$38 +2 +0%
MWM
2081
Melfa Wealth Management
Massachusetts
$213K +$212K +11,087 New
CAWM
2082
Capital Advisors Wealth Management
Washington
$213K +$10.4K +542 +5%
AT
2083
Arvest Trust
Oklahoma
$212K +$211K +11,029 New
T
2084
TRUADVICE
Florida
$212K +$230K +12,010 New
AHB
2085
Abner Herrman & Brock
New Jersey
$212K -$2.87K -150 -1%
JWCA
2086
J.W. Coons Advisors
Ohio
$211K
BONH
2087
Bank of New Hampshire
New Hampshire
$211K
DFCM
2088
Dark Forest Capital Management
Puerto Rico
$211K +$141K +7,377 +206%
STC
2089
Sarah T. Connolly
$211K
CWA
2090
Capital Wealth Alliance
Arizona
$210K -$10.4K -544 -5%
CFAM
2091
Coury Firm Asset Management
Pennsylvania
$210K +$248 +13 +0.1%
CFG
2092
Carr Financial Group
Massachusetts
$210K +$2.2K +115 +1%
IIA
2093
Integral Investment Advisors
California
$210K +$1.99K +104 +1%
FFA
2094
Fi3 Financial Advisors
Indiana
$210K -$2.6K -136 -1%
HHGA
2095
Halbert Hargrove Global Advisors
California
$209K +$4.49K +235 +2%
SFM
2096
Signet Financial Management
New Jersey
$209K -$41.1K -2,153 -17%
HIIFS
2097
Harel Insurance Investments & Financial Services
Israel
$209K
CIAS
2098
CFS Investment Advisory Services
New Jersey
$209K +$5.85K +306 +3%
GAA
2099
Global Assets Advisory
Florida
$209K +$202K +10,544 New
RIP
2100
RAM Investment Partners
Washington
$209K +$207K +10,854 New

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.