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
ECM
2376
Everence Capital Management
Indiana
$3.94K
IAS
2377
IMA Advisory Services
Colorado
$3.73K -$193K -10,099 -98%
CWAF
2378
Core Wealth Advisors (Florida)
Florida
$3.56K
RF
2379
Robbins Farley
New Hampshire
$3.41K
TSA
2380
Tri-Star Advisors
Texas
$3.12K +$3.1K +162 New
SHIM
2381
Stone House Investment Management
Pennsylvania
$3.1K +$3.08K +161 New
KFP
2382
KB Financial Partners
New Jersey
$3K
APW
2383
Acima Private Wealth
Virginia
$2.23K
DCBT
2384
Dakota Community Bank & Trust
North Dakota
$1.93K
EAM
2385
Eukles Asset Management
Ohio
$1.61K
LB
2386
Legacy Bridge
Iowa
$1.6K
WA
2387
WestEnd Advisors
North Carolina
$1.56K -$1.59K -83 Closed
TFA
2388
Toth Financial Advisory
Virginia
$1.12K +$153 +8 +16%
WIM
2389
WealthPlan Investment Management
Nebraska
$1.06K -$824K -43,109 -100%
OAJ
2390
Ogorek Anthony Joseph
New York
$1K +$1.91K +100 New
UFF
2391
USA Financial Formulas
Michigan
$905 +$898 +47 New
2L
2392
25 LLC
Missouri
$531 +$592 +31 New
TWP
2393
TFO Wealth Partners
Ohio
$481 +$248 +13 +108%
DWA
2394
Delos Wealth Advisors
Texas
$224 +$19 +1 +9%
AIM
2395
Arcadia Investment Management
Michigan
$193 +$191 +10 New
LFASL
2396
Lugano Financial Advisors SA (LFA)
Switzerland
$19 -$19 -1 -50%
SFFS
2397
Stonehage Fleming Financial Services
Jersey
$19
SFCL
2398
Strengthening Families & Communities LLC
Massachusetts
$15 +$57 +3 +0.4%
SVCP
2399
Silicon Valley Capital Partners
California
$7
N
2400
Natixis
France
-$102M -5,559,989 Closed

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.