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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
AIMCA
526
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.57M
KPWS
527
Kestra Private Wealth Services
Texas
$3.55M +$60.3K +3,543 +2%
DA
528
DCM Advisors
New York
$3.55M +$1.6K +94 +0%
ECM
529
ExodusPoint Capital Management
New York
$3.53M -$4.2M -246,357 -53%
QPBE
530
Quintet Private Bank (Europe)
Luxembourg
$3.53M +$415K +24,366 +13%
KL
531
KWMG LLC
Kansas
$3.51M +$377K +22,151 +11%
WIS
532
Wright Investors Service
Connecticut
$3.48M -$1.04M -61,042 -22%
VLC
533
Van Leeuwen & Company
New Jersey
$3.44M -$61.2K -3,593 -2%
SWIG
534
Strategic Wealth Investment Group
Kentucky
$3.44M +$3.67M +215,531 New
PNC
535
Park National Corp
Ohio
$3.44M -$221K -12,949 -6%
NICM
536
Neo Ivy Capital Management
New York
$3.43M +$3.66M +214,833 New
EWA
537
EP Wealth Advisors
California
$3.42M -$60.1K -3,527 -40%
HFRG
538
Houlihan Financial Resource Group
Virginia
$3.39M +$3.39M +199,185 New
SIMG
539
Sonora Investment Management Group
Arizona
$3.38M
SC
540
Savant Capital
Illinois
$3.37M +$709K +41,616 +25%
KWM
541
Kingsview Wealth Management
Oregon
$3.36M -$118K -6,914 -3%
CBOR
542
Community Bank of Raymore
Missouri
$3.35M -$2.27M -133,400 -39%
VVP
543
Venture Visionary Partners
Ohio
$3.35M -$201K -11,776 -5%
TA
544
Tectonic Advisors
Texas
$3.3M +$612K +35,906 +21%
CCM
545
Chiron Capital Management
Florida
$3.29M -$293K -17,194 -8%
CM
546
Churchill Management
California
$3.29M -$121K -7,120 -3%
WWMSC
547
Wagner Wealth Management (South Carolina)
South Carolina
$3.28M -$329K -19,334 -9%
NLGIA
548
Nippon Life Global Investors Americas
New York
$3.28M -$1.56M -91,800 -31%
MFG
549
Merit Financial Group
Georgia
$3.28M +$275K +16,171 +9%
AWM
550
Apollon Wealth Management
South Carolina
$3.24M -$231K -13,558 -6%

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.