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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
VPIM
451
Vanguard Personalized Indexing Management
California
$4.92M -$1.38M -80,864 -21%
MHC
452
Meyer Handelman Company
New York
$4.89M -$465K -27,320 -8%
CCI
453
Credit Capital Investments
New Jersey
$4.84M +$913K +53,586 +21%
Lido Advisors
454
Lido Advisors
California
$4.83M -$97.3K -5,710 -2%
SWP
455
Stratos Wealth Partners
Ohio
$4.82M -$36.7K -2,155 -0.7%
PFO
456
Pathstone Family Office
New Jersey
$4.81M +$527K +30,942 +12%
TI
457
tru Independence
Oregon
$4.8M +$157K +9,246 +3%
NM
458
NWI Management
New York
$4.79M -$1.7M -100,000 -25%
WF
459
Welch & Forbes
Massachusetts
$4.76M -$69.4K -4,072 -1%
SPC
460
Sigma Planning Corp
Michigan
$4.76M -$144K -8,454 -3%
WW
461
Windle Wealth
Oklahoma
$4.76M +$177K +10,388 +4%
OA
462
Oxbow Advisors
Texas
$4.73M +$5.05M +296,577 New
LMIM
463
Lockheed Martin Investment Management
Maryland
$4.7M +$1.52M +89,500 +44%
PCOC
464
Power Corp of Canada
Canada
$4.68M
NEI
465
Northwest & Ethical Investments
Ontario, Canada
$4.63M +$3.1M +182,146 +168%
PAS
466
Park Avenue Securities
New York
$4.63M +$31.4K +1,844 +0.6%
KFP
467
Keystone Financial Planning
Ohio
$4.6M +$77.2K +4,534 +2%
SAM
468
Shell Asset Management
Netherlands
$4.59M -$316K -18,534 -6%
BAMF
469
BI Asset Management Fondsmaeglerselskab
Denmark
$4.59M +$1.2M +70,566 +33%
RMA
470
Roffman Miller Associates
Pennsylvania
$4.55M -$980K -57,515 -17%
UB
471
UMB Bank
Missouri
$4.5M -$1.56M -91,309 -24%
ACIM
472
Azimuth Capital Investment Management
Michigan
$4.5M -$219K -12,850 -4%
VanEck Associates
473
VanEck Associates
New York
$4.47M +$800K +46,997 +20%
HAI
474
Hennessy Advisors Inc
California
$4.46M -$273K -16,000 -5%
GLA
475
Great Lakes Advisors
Illinois
$4.44M -$2.34M -137,561 -33%

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.