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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
DILIC
451
Dai-ichi Life Insurance Company
Japan
$4.2M -$2.55M -174,036 -38%
RWM
452
Rench Wealth Management
Texas
$4.17M +$89.6K +6,114 +2%
ATC
453
Argent Trust Co
Tennessee
$4.17M -$537K -36,666 -12%
FGAM
454
Financial Gravity Asset Management
Texas
$4.16M +$38.5K +2,626 +3,202%
BFS
455
Bard Financial Services
Connecticut
$4.15M +$183K +12,500 +5%
NB
456
Norinchukin Bank
Japan
$4.14M -$4.5M -307,306 -53%
HAI
457
Hennessy Advisors Inc
California
$4.11M -$83.6K -5,700 -2%
AMBIA
458
Allen Mooney & Barnes Investment Advisors
Georgia
$4.1M +$167K +11,365 +4%
RMA
459
Roffman Miller Associates
Pennsylvania
$4.04M -$238K -16,244 -6%
SFWA
460
Summit Financial Wealth Advisors
Louisiana
$4.02M +$84.1K +5,735 +2%
ACIM
461
Azimuth Capital Investment Management
Michigan
$3.99M -$245K -16,720 -6%
BAMF
462
BI Asset Management Fondsmaeglerselskab
Denmark
$3.97M -$339K -23,100 -8%
SWIG
463
Strategic Wealth Investment Group
Kentucky
$3.94M +$689K +46,989 +22%
PAS
464
Park Avenue Securities
New York
$3.93M -$419K -28,573 -10%
TIAA Trust, National Association
465
TIAA Trust, National Association
North Carolina
$3.9M +$3.81M +259,803 New
CIBC Private Wealth Group
466
CIBC Private Wealth Group
Georgia
$3.87M -$106K -7,233 -3%
IAIM
467
International Assets Investment Management
Florida
$3.86M +$14.1M +961,377 New
NEAM
468
New England Asset Management
Connecticut
$3.85M -$232K -15,850 -6%
JWCA
469
J.W. Cole Advisors
Florida
$3.83M +$101K +6,899 +3%
MFS
470
Mirabella Financial Services
United Kingdom
$3.82M +$2.69M +183,534 +258%
TPCW
471
TD Private Client Wealth
New York
$3.82M -$1.49M -101,701 -29%
IAA
472
Independent Advisor Alliance
North Carolina
$3.81M -$97.8K -6,670 -3%
VPIM
473
Vanguard Personalized Indexing Management
California
$3.79M -$818K -55,830 -18%
Credit Agricole
474
Credit Agricole
France
$3.78M +$2.39M +162,941 +184%
KRSITF
475
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.76M -$91.6K -6,252 -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.