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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
MCC
601
Money Concepts Capital
Florida
$2.33M +$3.33K +227 +0.1%
EH
602
Equitable Holdings
New York
$2.33M -$38.7K -2,637 -2%
CK
603
Cohen Klingenstein
New York
$2.33M -$88 -6 -0%
GRP
604
Global Retirement Partners
California
$2.32M -$90.6K -6,182 -4%
CA
605
Callahan Advisors
Texas
$2.31M -$2.64M -179,906 -54%
TMAM
606
Tokio Marine Asset Management
Japan
$2.29M +$160K +10,938 +8%
AAA
607
Adams Asset Advisors
Texas
$2.29M -$5.58M -380,641 -71%
KA
608
Kovack Advisors
Florida
$2.27M -$49.8K -3,396 -2%
WCMN
609
Westchester Capital Management (Nebraska)
Nebraska
$2.27M -$58.5K -3,990 -3%
PCTC
610
Perkins Coie Trust Company
Washington
$2.27M +$63K +4,299 +3%
BCCM
611
Bridge Creek Capital Management
Massachusetts
$2.26M +$17.7K +1,205 +0.8%
CWM
612
Concentric Wealth Management
California
$2.26M -$23K -1,570 -1%
MFA
613
Mayflower Financial Advisors
Massachusetts
$2.25M -$96.2K -6,562 -4%
Bessemer Group
614
Bessemer Group
New Jersey
$2.24M -$348K -23,721 -14%
FTDI
615
First Trust Direct Indexing
Massachusetts
$2.23M -$313K -21,355 -13%
RIM
616
Redwood Investment Management
Arizona
$2.23M +$421K +28,689 +24%
KAS
617
KPP Advisory Services
Kentucky
$2.23M +$2.17M +148,307 New
DAS
618
Dynamic Advisor Solutions
Arizona
$2.22M -$40.2K -2,741 -2%
BRA
619
Biechele Royce Advisors
Indiana
$2.22M -$159K -10,851 -7%
EAM
620
Eagle Asset Management
Florida
$2.21M -$2.96M -202,122 -58%
TCOV
621
Trust Company of Vermont
Vermont
$2.2M -$536K -36,582 -20%
TAM
622
Tocqueville Asset Management
New York
$2.19M -$453K -30,898 -17%
FNB
623
Farmers National Bank
Kentucky
$2.17M +$59.8K +4,079 +3%
AOI
624
Auto-Owners Insurance
Michigan
$2.17M
LNWWM
625
Laird Norton Wetherby Wealth Management
California
$2.17M +$510K +34,768 +32%

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.