We are live on ! Find out more

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
BAM
2351
Baldrige Asset Management
Pennsylvania
$10K +$1.63K +85 +19%
SWG
2352
Summit Wealth Group
Vermont
$9K +$3.37M +176,222 New
RWM
2353
Ruedi Wealth Management
Illinois
$8.58K
MUMSS
2354
Mitsubishi UFJ Morgan Stanley Securities
Japan
$8K -$3.38K -177 -31%
NMG
2355
New Millennium Group
Utah
$7.95K -$1.01K -53 -11%
GC
2356
Gould Capital
Washington
$7.91K +$115 +6 +1%
EWP
2357
Elevation Wealth Partners
California
$7.3K +$7.24K +379 New
MBFW
2358
Morton Brown Family Wealth
Pennsylvania
$7.29K +$19 +1 +0.3%
GWMI
2359
Guardian Wealth Management (Illinois)
Illinois
$7.06K -$3.61K -189 -34%
TVWM
2360
Tower View Wealth Management
Wisconsin
$7K -$2.87K -150 -29%
GIS
2361
Grayhawk Investment Strategies
Alberta, Canada
$7K +$3.31K +173 +170%
HWA
2362
Heritage Wealth Advisors
Virginia
$6.98K +$38 +2 +0.6%
LSA
2363
Lansing Street Advisors
Pennsylvania
$6.74K +$57 +3 +0.9%
CMA
2364
Cedar Mountain Advisors
Oregon
$6.38K +$76 +4 +1%
RAM
2365
Riggs Asset Management
Pennsylvania
$6.03K +$5.98K +313 New
AWM
2366
Ameliora Wealth Management
Switzerland
$5.93K
KIG
2367
Kessler Investment Group
Indiana
$5.78K
SC
2368
Solstein Capital
California
$5.78K
HWM
2369
Horizons Wealth Management
North Carolina
$5.76K
DWMG
2370
DB Wealth Management Group
California
$5.7K
DF
2371
DecisionPoint Financial
Arizona
$5.66K +$5.62K +294 New
PS
2372
PayPay Securities
Japan
$5.1K -$248 -13 -5%
AFIA
2373
America First Investment Advisors
Nebraska
$4.89K -$5.49K -287 -53%
BCM
2374
Bourgeon Capital Management
Connecticut
$4.41K -$134 -7 -3%
SIA
2375
SkyView Investment Advisors
New Jersey
$4K +$4.13K +216 New

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.