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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
BA
2326
Bellwether Advisors
Nebraska
$18.3K
CIM
2327
Contravisory Investment Management
Massachusetts
$17.8K -$4.78K -250 -21%
AWM
2328
Activest Wealth Management
Florida
$17.3K -$402K -21,013 -96%
CPA
2329
Cowen Prime Advisors
New York
$17K
TC
2330
Tacita Capital
Ontario, Canada
$17K +$16.8K +880 New
IA
2331
IFS Advisors
Kansas
$16.5K +$19 +1 +0.1%
SIM
2332
Studio Investment Management
Illinois
$16K +$15.9K +830 New
SC
2333
Slow Capital
California
$15.4K +$15.3K +801 New
WOC
2334
West Oak Capital
California
$15.2K
VF
2335
VitalStone Financial
Texas
$15K -$8.03K -420 -41%
FCA
2336
Fortis Capital Advisors
Kansas
$13.4K -$27.1K -1,420 -67%
SL
2337
Savior LLC
Massachusetts
$13.4K
JEST
2338
JTC Employer Solutions Trustee
Jersey
$13K
LOIP
2339
Live Oak Investment Partners
Texas
$12.7K
LF
2340
Lee Financial
Texas
$12.2K -$95.8K -5,011 -89%
TCWA
2341
Ten Capital Wealth Advisors
Washington
$12.1K -$478 -25 -4%
FFA
2342
Fairfield Financial Advisors
Massachusetts
$11.9K +$38 +2 +0.3%
RDFA
2343
Ritter Daniher Financial Advisory
Ohio
$11.4K +$1.8K +94 +19%
PG
2344
Proffitt & Goodson
Tennessee
$11.2K
CCM
2345
Copeland Capital Management
Pennsylvania
$11K -$5.03K -263 -32%
BFA
2346
BBJS Financial Advisors
Washington
$11K
TWD
2347
True Wealth Design
Ohio
$10.6K +$3.23K +169 +45%
VFA
2348
Values First Advisors
Tennessee
$10K +$9.96K +521 New
CAM
2349
ClariVest Asset Management
California
$10K -$115 -6 -1%
EA
2350
Evolution Advisers
Virginia
$10K +$96 +5 +0.9%

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.