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
EDRIA
2101
Edmonds Duncan Registered Investment Advisors
Kansas
$209K +$76 +4 +0%
SCM
2102
Shapiro Capital Management
Georgia
$208K +$207K +10,813 New
PTC
2103
Petrus Trust Company
Texas
$208K -$126K -6,603 -38%
PA
2104
Perennial Advisors
New York
$208K
NSAM
2105
North Star Asset Management
Wisconsin
$208K -$32.7K -1,710 -14%
PWAG
2106
Polaris Wealth Advisory Group
California
$208K -$6.27K -328 -3%
IGGA
2107
Iron Gate Global Advisors
Utah
$207K +$4.87K +255 +2%
ITIM
2108
Indiana Trust & Investment Management
Indiana
$206K -$17.6K -920 -8%
TFS
2109
Thoroughbred Financial Services
Tennessee
$205K +$204K +10,656 New
SEIA
2110
Signature Estate & Investment Advisors
California
$205K +$204K +10,683 New
GAM
2111
Grandview Asset Management
Pennsylvania
$204K -$5.54K -290 -3%
LIM
2112
Lathrop Investment Management
Arkansas
$204K +$287 +15 +0.1%
MFT
2113
Moisand Fitzgerald Tamayo
Florida
$204K -$17.8K -932 -8%
SSW
2114
Smith Shellnut Wilson
Mississippi
$203K
WIM
2115
Wittenberg Investment Management
Massachusetts
$203K
REMPR
2116
Roof Eidam Maycock Peralta (REMP)
California
$203K
FTA
2117
Financial & Tax Architects
Missouri
$203K +$4.43K +232 +2%
RFA
2118
Resurgent Financial Advisors
Georgia
$203K -$417K -21,837 -67%
HI
2119
Hoey Investments
Pennsylvania
$202K +$124K +6,500 +163%
WWG
2120
West Wealth Group
California
$202K +$201K +10,496 New
DCM
2121
DGS Capital Management
New Jersey
$202K -$116K -6,080 -37%
MFG
2122
Monte Financial Group
Connecticut
$202K
CA
2123
Crewe Advisors
Utah
$202K -$3.08K -161 -2%
KWA
2124
KCS Wealth Advisory
California
$202K -$22.9K -1,199 -10%
DIM
2125
Delta Investment Management
California
$201K -$5.77K -302 -3%

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.