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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
MWM
551
Meridian Wealth Management
Kentucky
$3.23M -$439K -25,786 -11%
ECM
552
Everence Capital Management
Indiana
$3.22M
PCIA
553
Prime Capital Investment Advisors
Kansas
$3.21M +$1.76M +103,440 +105%
WMA
554
Wealth Management Associates
New Jersey
$3.21M +$45.4K +2,668 +1%
PL
555
Perpetual Ltd
Australia
$3.21M -$664K -38,993 -16%
ISL
556
Ingalls & Snyder LLC
New York
$3.19M -$22.3K -1,310 -0.7%
FG
557
Fiduciary Group
Georgia
$3.19M +$114K +6,706 +3%
Los Angeles Capital Management
558
Los Angeles Capital Management
California
$3.17M -$1.21M -70,763 -26%
BOSSRA
559
B.O.S.S. Retirement Advisors
Utah
$3.16M -$560K -32,900 -14%
LFAS
560
Level Four Advisory Services
Texas
$3.14M -$498K -29,262 -13%
SCA
561
Sage Capital Advisors
South Dakota
$3.13M +$41.4K +2,430 +1%
RG
562
Richelieu Gestion
France
$3.12M +$3.34M +195,870 New
VAS
563
Vestmark Advisory Solutions
Massachusetts
$3.12M -$250K -14,661 -7%
Assenagon Asset Management
564
Assenagon Asset Management
Luxembourg
$3.11M -$22.6M -1,328,906 -87%
PFS
565
Prospera Financial Services
Texas
$3.09M +$184K +10,819 +6%
CCMT
566
CMT Capital Markets Trading
Germany
$3.09M -$792K -46,500 -19%
ACM
567
Altrius Capital Management
North Carolina
$3.08M +$169K +9,912 +5%
XF
568
XML Financial
Maryland
$3.08M -$77.9K -4,576 -2%
CB
569
Community Bank
New York
$3.05M -$214K -12,588 -6%
VFA
570
Valeo Financial Advisors
Indiana
$3.05M -$281K -16,486 -8%
CTI
571
Community Trust & Investment
Kentucky
$3.04M +$548K +32,204 +20%
FM
572
Foster & Motley
Ohio
$3.04M +$445K +26,109 +16%
LNC
573
Lincoln National Corp
Pennsylvania
$3.03M -$174K -10,210 -5%
BMCM
574
Bryn Mawr Capital Management
Pennsylvania
$3.03M +$152K +8,933 +5%
RPSA
575
Richard P. Slaughter Associates
Texas
$3.02M +$99K +5,812 +3%

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.