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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
RP
2201
Rowlandmiller & Partners
Georgia
$120K +$9.75K +510 +9%
PAI
2202
Pittenger & Anderson Inc
Nebraska
$119K -$58.2K -3,045 -33%
VWM
2203
Venturi Wealth Management
Texas
$116K +$116K +6,046 New
SA
2204
SRH Advisors
Kansas
$116K +$287 +15 +0.3%
SWA
2205
Sutton Wealth Advisors
Florida
$116K -$31.8K -1,665 -22%
FRA
2206
Front Row Advisors
California
$115K
AS
2207
Altshuler Shaham
Israel
$115K +$5.66K +296 +5%
AWM
2208
Accel Wealth Management
Iowa
$115K -$7.13K -373 -6%
PMFA
2209
Plante Moran Financial Advisors
Michigan
$112K -$46.8K -2,448 -30%
MCM
2210
Manchester Capital Management
Vermont
$108K -$1.93K -101 -2%
IBOK
2211
Independence Bank of Kentucky
Kentucky
$108K +$9.56K +500 +10%
JMF
2212
Johnson Midwest Financial
Iowa
$107K +$1.93K +101 +2%
SOW
2213
State of Wyoming
Wyoming
$106K -$3.63K -190 -3%
IUHSA
2214
Itau Unibanco Holding S.A.
Brazil
$104K +$104K +5,427 New
FMB
2215
Field & Main Bank
Kentucky
$101K -$1.72K -90 -2%
EBA
2216
Eagle Bay Advisors
New York
$100K -$11.8K -619 -11%
FPFS
2217
First Personal Financial Services
North Carolina
$96.1K -$324K -16,954 -77%
Commonwealth Equity Services
2218
Commonwealth Equity Services
Massachusetts
$95.7K +$75K +3,925 +0.1%
CFG
2219
CKW Financial Group
Hawaii
$95K +$956 +50 +1%
CCMI
2220
Creative Capital Management Investments
California
$94.2K -$3.65K -191 -4%
BAM
2221
Bellevue Asset Management
Washington
$93.2K -$382 -20 -0.4%
IAIM
2222
Industrial Alliance Investment Management
Quebec, Canada
$93K -$232K -12,141 -72%
BWAM
2223
Boyd Watterson Asset Management
Ohio
$90.1K
FIA
2224
FNY Investment Advisers
New York
$90K +$75.3K +3,940 +518%
CM
2225
Cornerstone Management
Georgia
$89.1K +$19 +1 +0%

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.