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2,289 hedge funds and large institutions have $59.9B invested in AT&T in 2023 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 812 increasing their positions, 1,171 reducing their positions, and 207 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $1.1B | Put options by funds: $767M

11% more funds holding in top 10

Funds holding in top 10: 2730 (+3)

0.73% more ownership

Funds ownership: 54.85%55.58% (+0.73%)

5% less capital invested

Capital invested by funds: $62.8B → $59.9B (-$2.93B)

4% less funds holding

Funds holding: 2,3962,289 (-107)

31% less repeat investments, than reductions

Existing positions increased: 812 | Existing positions reduced: 1,171

38% less first-time investments, than exits

New positions opened: 129 | Existing positions closed: 207

Holders
2,289
Holders Change
-107
Holders Change %
-4.47%
% of All Funds
36.32%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.48%
New
129
Increased
812
Reduced
1,171
Closed
207
Calls
$1.1B
Puts
$767M
Net Calls
+$334M
Net Calls Change
+$189M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
401
CSM Advisors
Pennsylvania
$5.33M
CFG
402
Citizens Financial Group
Rhode Island
$5.27M -$1.58M -108,008 -24%
CCM
403
Coldstream Capital Management
Washington
$5.2M +$1.11M +75,395 +28%
MPM
404
Meritage Portfolio Management
Kansas
$5.2M -$99.2K -6,764 -2%
IF
405
Insight Folios
North Carolina
$5.18M -$375K -25,573 -7%
DLA
406
Douglas Lane & Associates
New York
$5.12M +$1.5M +102,292 +43%
GS
407
GTS Securities
New York
$5.11M -$1.01M -69,054 -17%
HFS
408
Hantz Financial Services
Michigan
$5.05M +$147K +10,061 +3%
BFM
409
Boothbay Fund Management
New York
$5.04M +$4.58M +312,454 +1,338%
CSIC
410
Clifford Swan Investment Counsel
California
$5.01M -$50.1K -3,417 -1%
LMIM
411
Lockheed Martin Investment Management
Maryland
$4.97M
AC
412
Addenda Capital
Quebec, Canada
$4.93M -$4.54K -310 -0.1%
EOJOAM
413
E. Ohman J:or Asset Management
Sweden
$4.93M
DC
414
Davenport & Co
Virginia
$4.92M -$1.58M -107,627 -25%
BCV
415
Banque Cantonale Vaudoise
Switzerland
$4.87M +$135K +9,188 +3%
PSP
416
Principal Street Partners
Tennessee
$4.86M +$1.19M +81,010 +33%
PGFC
417
Peapack-Gladstone Financial Corp
New Jersey
$4.81M -$621K -42,390 -12%
BS
418
Banco Santander
Spain
$4.78M +$996K +67,936 +27%
BCI
419
Brinker Capital Investments
Pennsylvania
$4.77M -$2.01M -137,199 -30%
OPS
420
Orion Portfolio Solutions
Nebraska
$4.77M -$2.01M -137,199 -30%
SS
421
Simplicity Solutions
Minnesota
$4.74M -$817K -55,715 -15%
BFG
422
Bleakley Financial Group
New Jersey
$4.74M -$658K -44,897 -12%
Lido Advisors
423
Lido Advisors
California
$4.7M +$151K +10,287 +3%
BL
424
BCWM LLC
Kansas
$4.69M +$5.2K +355 +0.1%
LK
425
Lumbard & Kellner
New Hampshire
$4.62M -$83.3K -5,681 -2%

T Hedge Fund Activity: Q3 2023 in Review

2,289 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2023, worth a combined $59.9B — down 4.7% from $62.8B a quarter earlier.

Sellers outnumbered buyers: 207 funds closed out of T and 129 opened new positions — a net loss of 78 holders — while 1,171 trimmed existing stakes and 812 added.

The largest buyer was Ameriprise, adding an estimated $501M. The largest seller was Deutsche Bank, cutting an estimated $241M.

  • 2,289 institutional investors held AT&T (T) as of Q3 2023, down from 2,396 in Q2 2023.
  • Funds reported $59.9B of AT&T stock for Q3 2023, down 4.7% quarter-over-quarter.
  • 129 funds opened new AT&T positions in Q3 2023 and 207 closed out, a net change of -78 holders.
  • The largest AT&T buyer in Q3 2023 was Ameriprise, an estimated $501M added.
  • The largest AT&T seller in Q3 2023 was Deutsche Bank, an estimated $241M sold.

Based on aggregated 13F filings for Q3 2023.