We are live on ! Find out more

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
SAM
626
Sompo Asset Management
Japan
$2.16M -$1.84M -125,290 -47%
GFA
627
Gifford Fong Associates
California
$2.16M
FFM
628
Forum Financial Management
Illinois
$2.15M -$66.9K -4,567 -3%
PMAM
629
Penn Mutual Asset Management
Pennsylvania
$2.14M
DA
630
DCF Advisers
Connecticut
$2.14M +$220K +15,000 +12%
CWM
631
Cornerstone Wealth Management
Missouri
$2.14M +$3.62K +247 +0.2%
FWM
632
Finer Wealth Management
Massachusetts
$2.13M +$50.3K +3,432 +2%
Verition Fund Management
633
Verition Fund Management
Connecticut
$2.13M +$488K +33,281 +31%
PT
634
Plimoth Trust
Massachusetts
$2.12M -$15.7K -1,074 -0.8%
ZCM
635
Ziegler Capital Management
Illinois
$2.12M -$140K -9,519 -6%
FM
636
Foster & Motley
Ohio
$2.11M -$734K -50,052 -26%
CIC
637
Cornercap Investment Counsel
Georgia
$2.1M +$2.05M +140,042 New
API
638
Advisor Partners II
California
$2.1M -$40K -2,730 -2%
HH
639
Hilltop Holdings
Texas
$2.09M +$132K +9,028 +7%
KCM
640
Kanawha Capital Management
Virginia
$2.09M -$28.4K -1,936 -1%
TCM
641
Teza Capital Management
Illinois
$2.08M +$2.03M +138,620 New
WIS
642
Wright Investors Service
Connecticut
$2.08M -$1.17M -79,783 -37%
RCG
643
Regatta Capital Group
California
$2.07M +$340K +23,185 +20%
CA
644
Carson Advisory
Georgia
$2.05M +$77.2K +5,267 +4%
SHFA
645
SS&H Financial Advisors
Michigan
$2.05M +$2M +136,609 New
CA
646
Corrado Advisors
New Jersey
$2.05M +$12.1K +827 +0.6%
FCM
647
Fourpath Capital Management
Oklahoma
$2.04M -$331K -22,573 -14%
MOS
648
MGO One Seven
Ohio
$2.04M -$109K -7,411 -5%
SGCA
649
Steel Grove Capital Advisors
Tennessee
$2M +$80.8K +5,511 +4%
GCAC
650
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.99M -$11K -750 -0.6%

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.