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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
MSAM
751
Moloney Securities Asset Management
Missouri
$1.82M +$169K +9,905 +9%
GT
752
Greenleaf Trust
Michigan
$1.82M -$807K -47,359 -29%
RG
753
Retirement Group
California
$1.82M +$5.76K +338 +0.3%
KCFA
754
Key Client Fiduciary Advisors
New Jersey
$1.82M -$62.2K -3,650 -3%
TCM
755
Twin Capital Management
Pennsylvania
$1.82M +$855K +50,218 +79%
FFP
756
FourThought Financial Partners
Florida
$1.8M +$400K +23,485 +26%
CA
757
CGN Advisors
Kansas
$1.8M -$169K -9,949 -8%
IC
758
IEQ Capital
California
$1.8M -$563K -33,079 -23%
BFEC
759
Benjamin F. Edwards & Company
Missouri
$1.8M +$87.7K +5,151 +5%
JF
760
Jump Financial
Illinois
$1.8M +$1.7M +99,958 +775%
SFA
761
Sequoia Financial Advisors
Ohio
$1.8M -$246K -14,460 -11%
AHC
762
Adell Harriman & Carpenter
Texas
$1.79M -$167K -9,803 -8%
CAG
763
Csenge Advisory Group
Florida
$1.79M -$132K -7,773 -6%
EWM
764
Empirical Wealth Management
Washington
$1.79M +$1.58M +92,946 +482%
PWM
765
Perigon Wealth Management
California
$1.79M +$572K +33,560 +43%
AIM
766
AHL Investment Management
Florida
$1.78M +$203K +11,945 +12%
RIL
767
Rothschild Investment LLC
Illinois
$1.78M -$8.58K -504 -0.4%
PWG
768
Portside Wealth Group
Utah
$1.78M +$1.9M +111,494 New
BAM
769
Berkshire Asset Management
Pennsylvania
$1.77M -$12.6M -742,059 -87%
CLOS
770
Compagnie Lombard Odier SCmA
Switzerland
$1.76M +$131K +7,700 +7%
AIA
771
Affinity Investment Advisors
California
$1.76M -$34.6K -2,030 -2%
FCI
772
Financial Counselors Inc
Kansas
$1.76M -$101K -5,950 -5%
BKA
773
Brick & Kyle Associates
Pennsylvania
$1.75M -$1.12K -66 -0.1%
LOAMU
774
Lombard Odier Asset Management (USA)
New York
$1.75M +$1.87M +110,000 New
GLA
775
Good Life Advisors
Pennsylvania
$1.75M +$212K +12,449 +13%

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.