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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
CFGS
726
Concourse Financial Group Securities
Alabama
$1.64M +$159K +10,840 +11%
NB
727
NBT Bank
New York
$1.64M +$245K +16,681 +18%
IP
728
Ignite Planners
California
$1.64M +$788K +53,739 +94%
FNT
729
First National Trust
Pennsylvania
$1.64M +$139K +9,476 +10%
WSTAM
730
Wilbanks Smith & Thomas Asset Management
Virginia
$1.63M -$471K -32,114 -23%
RIL
731
Rothschild Investment LLC
Illinois
$1.63M -$42.3K -2,884 -3%
SFA
732
Sequoia Financial Advisors
Ohio
$1.6M -$84.9K -5,795 -5%
BAM
733
Berkshire Asset Management
Pennsylvania
$1.6M -$68K -4,641 -4%
SMC
734
Smith, Moore & Co
Missouri
$1.6M -$127K -8,677 -8%
FHB
735
First Hawaiian Bank
Hawaii
$1.59M -$45K -3,072 -3%
PWM
736
Perigon Wealth Management
California
$1.59M -$92.7K -6,321 -6%
PPWP
737
Proquility Private Wealth Partners
Nevada
$1.59M -$57.1K -3,892 -4%
CCMT
738
CMT Capital Markets Trading
Germany
$1.58M -$1.29M -88,000 -45%
AW
739
Apricus Wealth
South Carolina
$1.57M -$186K -12,672 -10%
WA
740
WealthTrust Axiom
Pennsylvania
$1.56M -$522K -35,640 -25%
MYLI
741
Meiji Yasuda Life Insurance
Japan
$1.56M -$663K -45,219 -30%
SIAG
742
Safeguard Investment Advisory Group
California
$1.56M -$15.3K -1,045 -1%
HAG
743
HF Advisory Group
Maryland
$1.55M +$353K +24,096 +30%
MCA
744
Millennium Capital Advisors
Arkansas
$1.55M -$297K -20,287 -16%
MC
745
Mathes Company
New York
$1.55M +$103K +6,996 +7%
WWM
746
Western Wealth Management
Colorado
$1.55M +$21.2K +1,447 +1%
JF
747
Jump Financial
Illinois
$1.54M -$153K -10,453 -9%
FBT
748
First Bank & Trust
South Dakota
$1.54M -$905K -61,750 -38%
IWA
749
IBEX Wealth Advisors
New Jersey
$1.54M +$1.5M +102,280 New
FMAEN1
750
Fund Management at Engine No 1
California
$1.54M +$135K +9,197 +10%

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.