We are live on ! Find out more

2,396 hedge funds and large institutions have $62.8B invested in AT&T in 2023 Q2 according to their latest regulatory filings, with 177 funds opening new positions, 927 increasing their positions, 1,102 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $871M | Put options by funds: $726M

13% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 156

0% more funds holding

Funds holding: 2,3942,396 (+2)

0.71% less ownership

Funds ownership: 55.56%54.85% (-0.71%)

16% less repeat investments, than reductions

Existing positions increased: 927 | Existing positions reduced: 1,102

18% less capital invested

Capital invested by funds: $76.5B → $62.8B (-$13.7B)

44% less funds holding in top 10

Funds holding in top 10: 4827 (-21)

Holders
2,396
Holders Change
+2
Holders Change %
+0.08%
% of All Funds
37.61%
Holding in Top 10
27
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-43.75%
% of All Funds
0.42%
New
177
Increased
927
Reduced
1,102
Closed
156
Calls
$871M
Puts
$726M
Net Calls
+$145M
Net Calls Change
-$474M
Name Holding Trade Value Shares
Change
Change in
Stake
CFAM
2501
Coury Firm Asset Management
Pennsylvania
-$210K -10,925 Closed
CFG
2502
Carr Financial Group
Massachusetts
-$210K -10,914 Closed
FFA
2503
Fi3 Financial Advisors
Indiana
-$210K -10,887 Closed
HHGA
2504
Halbert Hargrove Global Advisors
California
-$209K -10,861 Closed
SFM
2505
Signet Financial Management
New Jersey
-$209K -10,860 Closed
EDRIA
2506
Edmonds Duncan Registered Investment Advisors
Kansas
-$209K -10,832 Closed
SCM
2507
Shapiro Capital Management
Georgia
-$208K -10,813 Closed
PWAG
2508
Polaris Wealth Advisory Group
California
-$208K -10,786 Closed
WIM
2509
Wittenberg Investment Management
Massachusetts
-$203K -10,566 Closed
GAA
2510
Global Assets Advisory
Florida
-$209K -10,544 Closed
DCM
2511
DGS Capital Management
New Jersey
-$202K -10,481 Closed
MFG
2512
Monte Financial Group
Connecticut
-$202K -10,473 Closed
KWA
2513
KCS Wealth Advisory
California
-$202K -10,471 Closed
BCM
2514
Basso Capital Management
Connecticut
-$200K -10,400 Closed
AA
2515
Argent Advisors
Louisiana
-$199K -10,344 Closed
JPLA
2516
Joseph P. Lucia & Associates
New York
-$195K -10,152 Closed
CWM
2517
Centurion Wealth Management
Virginia
-$195K -10,132 Closed
CBB
2518
Citizens Business Bank
California
-$194K -10,063 Closed
EIP
2519
Ellis Investment Partners
Pennsylvania
-$193K -10,041 Closed
BIM
2520
Bridgecreek Investment Management
Oklahoma
-$193K -10,000 Closed
PMAM
2521
Picton Mahoney Asset Management
Ontario, Canada
-$160K -9,410 Closed
GCM
2522
Goldstream Capital Management
Hong Kong
-$142K -7,375 Closed
RP
2523
Rowlandmiller & Partners
Georgia
-$120K -6,222 Closed
AS
2524
Altshuler Shaham
Israel
-$115K -5,968 Closed
AWM
2525
Accel Wealth Management
Iowa
-$115K -5,964 Closed

T Hedge Fund Activity: Q2 2023 in Review

2,396 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2023, worth a combined $62.8B — down 18% from $76.5B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new T positions and 156 closed out — a net gain of 21 holders — while 927 added to existing stakes and 1,102 trimmed.

The largest buyer was BlackRock, adding an estimated $198M. The largest seller was Citadel Advisors, cutting an estimated $431M.

  • 2,396 institutional investors held AT&T (T) as of Q2 2023, up from 2,394 in Q1 2023.
  • Funds reported $62.8B of AT&T stock for Q2 2023, down 18% quarter-over-quarter.
  • 177 funds opened new AT&T positions in Q2 2023 and 156 closed out, a net change of +21 holders.
  • The largest AT&T buyer in Q2 2023 was BlackRock, an estimated $198M added.
  • The largest AT&T seller in Q2 2023 was Citadel Advisors, an estimated $431M sold.

Based on aggregated 13F filings for Q2 2023.