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2,417 hedge funds and large institutions have $72.4B invested in AT&T in 2022 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 989 increasing their positions, 983 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 282 | Existing positions closed: 135

63% more call options, than puts

Call options by funds: $2.05B | Put options by funds: $1.25B

35% more funds holding in top 10

Funds holding in top 10: 3142 (+11)

25% more capital invested

Capital invested by funds: $57.9B → $72.4B (+$14.5B)

4% more funds holding

Funds holding: 2,3162,417 (+101)

1.48% more ownership

Funds ownership: 53.14%54.62% (+1.5%)

1% more repeat investments, than reductions

Existing positions increased: 989 | Existing positions reduced: 983

Holders
2,417
Holders Change
+101
Holders Change %
+4.36%
% of All Funds
38.85%
Holding in Top 10
42
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+35.48%
% of All Funds
0.68%
New
282
Increased
989
Reduced
983
Closed
135
Calls
$2.05B
Puts
$1.25B
Net Calls
+$793M
Net Calls Change
+$610M
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
2251
Legend Financial Advisors
Pennsylvania
$73.7K
HI
2252
Hoey Investments
Pennsylvania
$73.6K -$164K -9,150 -70%
CC
2253
Centiva Capital
New York
$73.1K -$1.02M -56,834 -93%
VCM
2254
Vigilant Capital Management
Maine
$73K -$24.2K -1,354 -25%
FA
2255
Fiduciary Alliance
South Carolina
$72.5K +$70.5K +3,939 New
DJSG
2256
D.J. St. Germain
Massachusetts
$70.7K +$74.9K +4,184 +8%
WR
2257
WD Rutherford
Oregon
$69.5K
IWP
2258
IAG Wealth Partners
Wisconsin
$69K +$125 +7 +0.2%
PK
2259
Pflug Koory
Nebraska
$69K -$21.4K -1,198 -24%
HC
2260
Hoese & Co
Minnesota
$69K -$1.86K -104 -3%
GWSA
2261
Global Wealth Strategies & Associates
Colorado
$68K +$66.1K +3,695 New
TLA
2262
Tanglewood Legacy Advisors
Texas
$66.7K +$64.9K +3,623 New
EWM
2263
Evermay Wealth Management
Virginia
$66.2K -$17.2K -960 -21%
DFCM
2264
Dark Forest Capital Management
Puerto Rico
$65.9K +$64.1K +3,580 New
EARNEST Partners
2265
EARNEST Partners
Georgia
$63.5K
BIA
2266
Bell Investment Advisors
California
$63.5K +$20.5K +1,143 +50%
FA
2267
Financial Avengers
California
$63.4K +$1.97K +110 +3%
TFP
2268
Tilia Fiduciary Partners
North Carolina
$63.3K +$89 +5 +0.1%
TCM
2269
Tradewinds Capital Management
Washington
$63.2K -$1.74K -97 -3%
MLA
2270
MB, Levis & Associates
Pennsylvania
$63.2K +$61.4K +3,430 New
MCM
2271
MV Capital Management
Maryland
$62.9K +$19.9K +1,112 +48%
ZIG
2272
Zullo Investment Group
Pennsylvania
$59.1K
LWA
2273
Lowe Wealth Advisors
Maryland
$58.4K
CSWM
2274
Cassady Schiller Wealth Management
Ohio
$57.1K -$127K -7,116 -70%
ANBT
2275
American National Bank & Trust
Texas
$57K +$2.24K +125 +4%

T Hedge Fund Activity: Q4 2022 in Review

2,417 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2022, worth a combined $72.4B — up 25% from $57.9B a quarter earlier.

Buyers outnumbered sellers: 282 funds opened new T positions and 135 closed out — a net gain of 147 holders — while 989 added to existing stakes and 983 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $533M. The largest seller was Marshall Wace, cutting an estimated $191M.

  • 2,417 institutional investors held AT&T (T) as of Q4 2022, up from 2,316 in Q3 2022.
  • Funds reported $72.4B of AT&T stock for Q4 2022, up 25% quarter-over-quarter.
  • 282 funds opened new AT&T positions in Q4 2022 and 135 closed out, a net change of +147 holders.
  • The largest AT&T buyer in Q4 2022 was Morgan Stanley, an estimated $533M added.
  • The largest AT&T seller in Q4 2022 was Marshall Wace, an estimated $191M sold.

Based on aggregated 13F filings for Q4 2022.