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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
ACM
751
Advance Capital Management
Michigan
$1.52M -$199K -13,580 -12%
Fisher Asset Management
752
Fisher Asset Management
Washington
$1.52M +$76K +5,184 +5%
WPC
753
White Pine Capital
Minnesota
$1.52M +$115K +7,820 +8%
FCI
754
Financial Counselors Inc
Kansas
$1.52M -$135K -9,238 -8%
EI
755
EDMP Inc
Florida
$1.51M +$369K +25,165 +33%
CIP
756
Convergence Investment Partners
Florida
$1.51M +$246K +16,763 +20%
LWP
757
LMG Wealth Partners
Louisiana
$1.5M +$620K +42,316 +73%
CI
758
Cavalier Investments
Georgia
$1.5M +$1.46M +99,790 New
BFG
759
Beacon Financial Group
Texas
$1.5M +$49.5K +3,375 +3%
KFP
760
KMG Fiduciary Partners
Ohio
$1.49M -$33.6K -2,291 -2%
WPC
761
Waters Parkerson & Co
Louisiana
$1.49M -$27K -1,840 -2%
DWMS
762
Dominguez Wealth Management Solutions
Virginia
$1.48M -$28.3K -1,933 -2%
VCA
763
Verdence Capital Advisors
Maryland
$1.47M -$305K -20,824 -18%
OPA
764
Old Port Advisors
Maine
$1.47M +$1.43M +97,872 New
NSEDCP
765
NJ State Employees Deferred Compensation Plan
New Jersey
$1.47M
WTC
766
WhitTier Trust Company
Nevada
$1.46M -$109K -7,420 -7%
CCG
767
Coastwise Capital Group
California
$1.45M +$38K +2,593 +3%
JCM
768
Jacobi Capital Management
Pennsylvania
$1.45M +$120K +8,186 +9%
KMWM
769
Keudell/Morrison Wealth Management
Oregon
$1.44M -$89.6K -6,110 -6%
SAG
770
SageView Advisory Group
California
$1.44M +$27.9K +1,902 +2%
RIM
771
Reliant Investment Management
Tennessee
$1.43M
HW
772
Hancock Whitney
Mississippi
$1.43M +$265K +18,111 +23%
SBIA
773
Sheaff Brock Investment Advisors
Indiana
$1.43M -$12.3K -836 -0.9%
ATFA
774
All Terrain Financial Advisors
Minnesota
$1.43M +$113K +7,691 +9%
AFP
775
Ausdal Financial Partners
Iowa
$1.43M +$208K +14,208 +18%

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.