We are live on ! Find out more

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
WAM
601
Weatherly Asset Management
California
$2.74M -$87.4K -5,129 -3%
NLP
602
Next Level Private
New York
$2.72M +$69.9K +4,105 +2%
PWAC
603
Private Wealth Advisors (California)
California
$2.72M +$37.1K +2,180 +1%
V
604
Veritable
Delaware
$2.71M -$461K -27,049 -14%
CIC
605
Canal Insurance Company
South Carolina
$2.71M
GIA
606
Gateway Investment Advisers
Ohio
$2.71M -$27.9M -1,640,694 -91%
FTDI
607
First Trust Direct Indexing
Massachusetts
$2.71M -$216K -12,690 -7%
RCM
608
Raleigh Capital Management
North Carolina
$2.69M +$327K +19,176 +13%
LB
609
Leo Brokerage
Texas
$2.67M +$712K +41,787 +33%
WFA
610
WMG Financial Advisors
Tennessee
$2.66M +$1.1M +64,822 +63%
WCM
611
Windward Capital Management
California
$2.66M -$2.71K -159 -0.1%
SGA
612
Strategic Global Advisors
California
$2.64M +$2.82M +165,327 New
SFI
613
Siemens Fonds Invest
Germany
$2.64M +$15.9K +934 +0.6%
UFG
614
United Fire Group
Iowa
$2.63M
GRP
615
Global Retirement Partners
California
$2.63M +$207K +12,182 +8%
AA
616
Aire Advisors
California
$2.63M +$17K +1,000 +0.6%
FBT
617
First Bank & Trust
South Dakota
$2.62M +$183K +10,763 +7%
BSW
618
Buckingham Strategic Wealth
Missouri
$2.61M -$447K -26,228 -14%
WAOTB
619
Wealth Advisors of Tampa Bay
Florida
$2.61M +$63.9K +3,750 +2%
GAMC
620
Garner Asset Management Corp
Texas
$2.61M -$310K -18,206 -10%
ACM
621
Argyle Capital Management
Pennsylvania
$2.6M -$28.1K -1,650 -1%
MNBTD
622
Moody National Bank Trust Division
Texas
$2.59M -$125K -7,362 -4%
RG
623
Rathbones Group
United Kingdom
$2.58M -$503K -29,557 -15%
USAA
624
United Services Automobile Association
Texas
$2.57M +$21.8K +1,282 +0.8%
SSWM
625
Smith Salley Wealth Management
North Carolina
$2.54M -$22.4K -1,315 -0.8%

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.