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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
EF
476
Empirical Finance
Pennsylvania
$3.7M +$326K +22,228 +10%
WA
477
Waverly Advisors
Alabama
$3.68M -$1.68M -114,560 -32%
HSA
478
HBK Sorce Advisory
Pennsylvania
$3.63M +$170K +11,580 +5%
RPA
479
Rock Point Advisors
Vermont
$3.61M +$83.5K +5,695 +2%
NICM
480
Neo Ivy Capital Management
New York
$3.6M +$365K +24,927 +12%
VWM
481
Valley Wealth Managers
New Jersey
$3.6M -$47.6K -3,246 -1%
MCM
482
MAI Capital Management
Ohio
$3.59M -$38.7K -2,643 -1%
LSA
483
Leonteq Securities AG
Switzerland
$3.55M -$64.4K -4,396 -2%
KPWS
484
Kestra Private Wealth Services
Texas
$3.54M +$186K +12,689 +6%
KL
485
KWMG LLC
Kansas
$3.53M +$228K +15,586 +7%
WS
486
Wedbush Securities
California
$3.53M -$219K -14,946 -6%
SCA
487
Snowden Capital Advisors
New York
$3.47M -$2.42M -165,257 -44%
RG
488
Richelieu Gestion
France
$3.45M +$499K +34,014 +17%
RPSA
489
Richard P. Slaughter Associates
Texas
$3.43M +$569K +38,783 +20%
FTC
490
Farmers Trust Company
Ohio
$3.42M -$11.1K -759 -0.3%
DGAM
491
Desjardins Global Asset Management
Quebec, Canada
$3.4M +$1.46M +99,262 +78%
NMIMC
492
Northwestern Mutual Investment Management Company
Wisconsin
$3.39M +$2.13K +145 +0.1%
Brown Advisory
493
Brown Advisory
Maryland
$3.38M -$514K -35,089 -14%
CTC
494
Central Trust Company
Missouri
$3.37M -$561K -38,246 -15%
AIMCA
495
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.36M
HCM
496
Hudson Capital Management
New Jersey
$3.36M +$567K +38,691 +21%
XWM
497
Xcel Wealth Management
Florida
$3.34M -$1.85M -125,879 -36%
DA
498
DCM Advisors
New York
$3.32M -$18.6K -1,271 -0.6%
UB
499
UMB Bank
Missouri
$3.31M -$911K -62,148 -22%
FCBT
500
First Citizens Bank & Trust
North Carolina
$3.3M +$1.15M +78,705 +56%

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.