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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
MGP
501
Metis Global Partners
California
$3.98M -$234K -13,712 -5%
HPG
502
Harvest Portfolios Group
Ontario, Canada
$3.97M +$643K +37,773 +18%
SFWA
503
Summit Financial Wealth Advisors
Louisiana
$3.96M -$178K -10,439 -4%
JWCA
504
J.W. Cole Advisors
Florida
$3.96M -$289K -16,993 -6%
PSP
505
Principal Street Partners
Tennessee
$3.87M -$620K -36,396 -13%
VWM
506
Valley Wealth Managers
New Jersey
$3.87M +$29.8K +1,751 +0.7%
SA
507
Strategic Advisors
New York
$3.87M +$19.1K +1,123 +0.5%
MCM
508
MAI Capital Management
Ohio
$3.86M -$652K -38,271 -14%
LSA
509
Leonteq Securities AG
Switzerland
$3.84M +$1.35M +79,538 +49%
SWM
510
SeaCrest Wealth Management
New York
$3.83M +$104K +6,132 +3%
SYBT
511
Stock Yards Bank & Trust
Kentucky
$3.82M -$87.3K -5,123 -2%
Nomura Holdings
512
Nomura Holdings
Japan
$3.81M +$3.13M +183,601 +334%
DLA
513
Douglas Lane & Associates
New York
$3.8M +$333K +19,541 +9%
ECM
514
Estabrook Capital Management
New York
$3.74M +$517K +30,338 +15%
RPA
515
Rock Point Advisors
Vermont
$3.74M +$2.22M +130,556 +126%
OAM
516
Ostrum Asset Management
France
$3.73M -$48.8K -2,866 -1%
FFBTD
517
First Financial Bank - Trust Division
Ohio
$3.73M +$83.6K +4,908 +2%
EIA
518
Edgemoor Investment Advisors
Maryland
$3.71M -$57.7K -3,385 -1%
CI
519
CX Institutional
Indiana
$3.7M -$659K -38,702 -14%
HSA
520
HBK Sorce Advisory
Pennsylvania
$3.68M +$483K +28,379 +14%
FTC
521
Farmers Trust Company
Ohio
$3.65M +$115K +6,768 +3%
VIM
522
Vinva Investment Management
Australia
$3.6M -$292K -17,127 -7%
NMIMC
523
Northwestern Mutual Investment Management Company
Wisconsin
$3.6M +$24.6K +1,442 +0.6%
ONSWM
524
Old North State Wealth Management
North Carolina
$3.58M +$98.5K +5,785 +3%
EF
525
Empirical Finance
Pennsylvania
$3.58M +$436K +25,600 +13%

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.