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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
FB
651
Fulton Bank
Pennsylvania
$1.98M -$785K -53,545 -29%
RHAM
652
Round Hill Asset Management
California
$1.97M -$65.3K -4,452 -3%
RWS
653
Resolute Wealth Strategies
Mississippi
$1.97M +$616 +42 +0%
PVI
654
Pine Valley Investments
New Jersey
$1.96M +$145K +9,894 +8%
GT
655
Glenview Trust
Kentucky
$1.96M -$254K -17,294 -12%
CAAS
656
Capital Asset Advisory Services
Michigan
$1.96M +$343K +23,407 +21%
GHAM
657
Gilman Hill Asset Management
Connecticut
$1.96M -$3.68M -251,122 -66%
SMFG
658
Sumitomo Mitsui Financial Group
Japan
$1.96M -$30.2K -2,062 -2%
PWG
659
Portside Wealth Group
Utah
$1.96M +$277K +18,901 +17%
GAMC
660
Garner Asset Management Corp
Texas
$1.96M -$488K -33,258 -20%
DFG
661
Delta Financial Group
New Jersey
$1.95M -$1.63K -111 -0.1%
JGCM
662
Joseph Group Capital Management
Ohio
$1.95M +$201K +13,684 +12%
LIM
663
Longfellow Investment Management
Massachusetts
$1.94M +$387K +26,391 +26%
FLPIM
664
F.L. Putnam Investment Management
Massachusetts
$1.94M -$288K -19,656 -13%
JHCP
665
Jackson Hole Capital Partners
Oklahoma
$1.93M -$93.9K -6,405 -5%
QPWM
666
Quadrant Private Wealth Management
Pennsylvania
$1.93M -$55.4K -3,781 -3%
SSG
667
Summit Securities Group
New York
$1.92M -$187K -12,743 -9%
AIM
668
AHL Investment Management
Florida
$1.92M +$232K +15,852 +14%
DT
669
Diversified Trust
Tennessee
$1.91M +$70.9K +4,840 +4%
IIC
670
Ironwood Investment Counsel
Arizona
$1.91M +$261K +17,800 +16%
CAM
671
Centre Asset Management
New York
$1.9M +$79.2K +5,405 +4%
AMIM
672
Aull & Monroe Investment Management
Alabama
$1.9M -$31.2K -2,127 -2%
BC
673
Bartlett & Co
Ohio
$1.89M -$451K -30,796 -20%
BCWM
674
Bartlett & Co Wealth Management
Ohio
$1.89M -$451K -30,796 -20%
CAM
675
Carret Asset Management
New York
$1.89M -$255K -17,371 -12%

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.