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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
FLPIM
651
F.L. Putnam Investment Management
Massachusetts
$2.37M -$211K -12,403 -8%
IWM
652
IHT Wealth Management
Illinois
$2.37M -$193K -11,334 -7%
GT
653
Glenview Trust
Kentucky
$2.36M +$120K +7,022 +5%
NHC
654
Nicholas Hoffman & Company
Georgia
$2.36M -$26.1K -1,533 -1%
FNBOO
655
First National Bank of Omaha
Nebraska
$2.35M -$71.9K -4,222 -3%
FFM
656
Forum Financial Management
Illinois
$2.35M +$65.8K +3,863 +3%
EGM
657
Engineers Gate Manager
New York
$2.35M +$1.36M +79,712 +118%
PCTC
658
Perkins Coie Trust Company
Washington
$2.34M +$124K +7,256 +5%
MAM
659
Martingale Asset Management
Massachusetts
$2.34M +$2.18M +127,924 +690%
EM
660
Excalibur Management
Massachusetts
$2.32M -$66K -3,878 -3%
CAM
661
Columbia Asset Management
Michigan
$2.32M -$85.5K -5,021 -3%
AOI
662
Auto-Owners Insurance
Michigan
$2.31M
CS
663
Comerica Securities
Michigan
$2.31M +$148K +8,712 +6%
GFA
664
Gifford Fong Associates
California
$2.29M
CAM
665
Carret Asset Management
New York
$2.28M -$28K -1,643 -1%
MOS
666
MGO One Seven
Ohio
$2.28M -$383K -22,511 -14%
API
667
Advisor Partners II
California
$2.28M -$754K -44,296 -24%
PMAM
668
Penn Mutual Asset Management
Pennsylvania
$2.28M
PT
669
Plimoth Trust
Massachusetts
$2.27M +$19.3K +1,135 +0.8%
CWM
670
Cornerstone Wealth Management
Missouri
$2.26M -$111K -6,528 -4%
VF
671
Virtu Financial
New York
$2.26M +$1.58M +92,721 +189%
TMAM
672
Tokio Marine Asset Management
Japan
$2.25M +$110K +6,471 +5%
FCBT
673
First Citizens Bank & Trust
North Carolina
$2.25M -$338K -19,853 -12%
WSTAM
674
Wilbanks Smith & Thomas Asset Management
Virginia
$2.25M +$531K +31,179 +28%
SSG
675
Summit Securities Group
New York
$2.25M +$682K +40,060 +40%

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.