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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
Jacobs Levy Equity Management
401
Jacobs Levy Equity Management
New Jersey
$6.24M +$6.66M +390,953 New
KOCAA
402
Knights of Columbus Asset Advisors
Connecticut
$6.19M +$6.61M +388,107 New
LCM
403
LVM Capital Management
Michigan
$6.17M +$186K +10,930 +3%
UM
404
UniSuper Management
Australia
$6.15M +$6.57M +385,702 New
CWG
405
Cornerstone Wealth Group
North Carolina
$6.13M +$5.87M +344,592 +865%
SFS
406
Sowell Financial Services
Arkansas
$6.12M +$2.44M +143,214 +60%
BPA
407
Beacon Pointe Advisors
California
$6.09M -$116K -6,829 -2%
GHAM
408
Gilman Hill Asset Management
Connecticut
$6.09M +$109K +6,414 +2%
1IA
409
1834 Investment Advisors
Wisconsin
$6.06M +$253K +14,852 +4%
SCA
410
Snowden Capital Advisors
New York
$6.06M +$385K +22,608 +6%
CM
411
Capital Management
Virginia
$6.03M +$1.78M +104,745 +38%
Wealth Enhancement Advisory Services
412
Wealth Enhancement Advisory Services
Minnesota
$5.96M +$4.58M +269,138 +257%
TRCT
413
Tower Research Capital (TRC)
New York
$5.95M +$3.66M +214,837 +136%
SS
414
Simplicity Solutions
Minnesota
$5.93M -$1.51M -88,743 -19%
IF
415
Insight Folios
North Carolina
$5.91M +$402K +23,576 +7%
EAM
416
Erste Asset Management
Austria
$5.88M -$6.53M -383,660 -51%
ASN
417
Advisory Services Network
Georgia
$5.86M +$83.1K +4,879 +1%
PGFC
418
Peapack-Gladstone Financial Corp
New Jersey
$5.78M +$21.7K +1,272 +0.4%
BFG
419
Bleakley Financial Group
New Jersey
$5.75M +$780K +45,811 +15%
WA
420
Waverly Advisors
Alabama
$5.73M -$69.7K -4,091 -1%
TPCW
421
TD Private Client Wealth
New York
$5.68M +$847K +49,728 +16%
CA
422
CSM Advisors
Pennsylvania
$5.66M -$48K -2,820 -0.8%
MPM
423
Meritage Portfolio Management
Kansas
$5.63M -$457K -26,851 -7%
Grantham, Mayo, Van Otterloo & Co (GMO)
424
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.58M -$23.7M -1,393,502 -80%
EAM
425
Eagle Asset Management
Florida
$5.58M +$212K +12,451 +4%

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.