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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
Kayne Anderson Rudnick Investment Management
2301
Kayne Anderson Rudnick Investment Management
California
$29.5K +$612 +32 +2%
MCA
2302
Maryland Capital Advisors
Maryland
$29K
CMANY
2303
Capital Management Associates (New York)
New York
$27.9K
WPWM
2304
Western Pacific Wealth Management
Illinois
$27.9K
NC
2305
NewSquare Capital
Pennsylvania
$27K +$6.86K +359 +34%
HWM
2306
HighMark Wealth Management
Minnesota
$26.6K +$57 +3 +0.2%
CC
2307
Centiva Capital
New York
$26.3K -$49.8K -2,608 -66%
GFL
2308
Granite FO LLC
New Hampshire
$25.6K +$21.7K +1,135 +364%
FSWA
2309
Financial Synergies Wealth Advisors
Texas
$25.2K +$25.1K +1,311 New
CJL
2310
Cyrus J. Lawrence
New York
$25K -$15.1K -789 -38%
CAC
2311
Core Alternative Capital
Georgia
$24.7K -$898 -47 -4%
1832 Asset Management
2312
1832 Asset Management
Ontario, Canada
$23.2K -$2.32M -121,441 -99%
PPWM
2313
PFG Private Wealth Management
Florida
$22.6K -$30K -1,571 -57%
IFAM
2314
Institutional & Family Asset Management
Colorado
$22.5K -$23.1K -1,208 -51%
LIA
2315
Luken Investment Analytics
Tennessee
$22K +$20.4K +1,067 +1,386%
CAM
2316
Close Asset Management
United Kingdom
$22K
RTL
2317
Red Tortoise LLC
Georgia
$21.8K -$9.73K -509 -31%
LFA
2318
Level Financial Advisors
New York
$21.6K
TFM
2319
TFC Financial Management
Massachusetts
$21.5K +$1.78K +93 +9%
AWM
2320
Avondale Wealth Management
Texas
$21.2K
AW
2321
Avion Wealth
Texas
$20K +$13.8K +724 +175%
GI
2322
GS Investments
Minnesota
$19.3K
MTIC
2323
Missouri Trust & Investment Company
Missouri
$19.3K
FC
2324
Family CFO
California
$18.4K
NOI
2325
Newton One Investments
Delaware
$18.3K

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.