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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
PK
2276
Pflug Koory
Nebraska
$42.8K -$29.5K -1,545 -41%
LWA
2277
Lowe Wealth Advisors
Maryland
$42K -$18.9K -987 -31%
AT
2278
Avalon Trust
New Mexico
$41.9K +$41.6K +2,176 New
KA
2279
Kozak & Associates
Colorado
$41.7K +$287 +15 +0.7%
AFS
2280
Annapolis Financial Services
Maryland
$41.4K
RDIA
2281
RE Dickinson Investment Advisors
Iowa
$41K +$172 +9 +0.4%
UIA
2282
Ulland Investment Advisors
Minnesota
$39K
CWM
2283
CarsonAllaria Wealth Management
Illinois
$38.9K +$248 +13 +0.6%
RBC
2284
Roble Belko & Company
Pennsylvania
$38K
CSPAM
2285
Cary Street Partners Asset Management
Virginia
$36.6K
BBPWM
2286
Blue Bell Private Wealth Management
Pennsylvania
$35.9K
SSC
2287
Syverson Strege & Co
Iowa
$35.8K +$13.6K +710 +62%
FFL
2288
Financial Freedom LLC
Ohio
$35.6K +$344 +18 +1%
PP
2289
Pacifica Partners
Canada
$35.1K -$57 -3 -0.2%
KHC
2290
Koesten Hirschmann & Crabtree
Kansas
$33.8K +$19 +1 +0.1%
IHWM
2291
Iron Horse Wealth Management
Iowa
$33.4K -$2.85K -149 -8%
HWP
2292
Highline Wealth Partners
California
$32.7K +$26K +1,360 +401%
RWML
2293
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$32.4K +$76 +4 +0.2%
ST
2294
Sageworth Trust
Pennsylvania
$32.4K +$32.1K +1,681 New
GAG
2295
Goodman Advisory Group
Massachusetts
$31.9K
BL
2296
Bleichroeder LP
New York
$31.8K
CIR
2297
Clear Investment Research
Georgia
$31.7K
GFWA
2298
Grey Fox Wealth Advisors
Delaware
$31.6K +$31.3K +1,640 +41,000%
CCP
2299
Carmel Capital Partners
California
$31.1K +$30.9K +1,617 New
SFG
2300
Steward Financial Group
Texas
$30K +$18.3K +960 +160%

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.