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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
WWM
801
Western Wealth Management
Colorado
$1.62M -$429K -25,211 -20%
WPC
802
Waters Parkerson & Co
Louisiana
$1.61M -$87.1K -5,112 -5%
DWMS
803
Dominguez Wealth Management Solutions
Virginia
$1.6M +$55.7K +3,272 +3%
MGIA
804
Moneta Group Investment Advisors
Missouri
$1.6M +$172K +10,121 +11%
AIM
805
Aigen Investment Management
New York
$1.6M +$1.71M +100,236 New
FMII
806
Farmers & Merchants Investments Inc
Nebraska
$1.6M +$31.7K +1,864 +2%
BFIM
807
Beese Fulmer Investment Management
Ohio
$1.59M -$48K -2,818 -3%
FNT
808
First National Trust
Pennsylvania
$1.59M -$28.8K -1,690 -2%
CAAS
809
Capital Asset Advisory Services
Michigan
$1.59M +$109K +6,409 +6%
SFO
810
Stokes Family Office
Louisiana
$1.59M +$47.9K +2,812 +3%
FAIM
811
Financial Advocates Investment Management
Washington
$1.58M +$164K +9,636 +11%
CFGS
812
Concourse Financial Group Securities
Alabama
$1.57M +$74.4K +4,367 +5%
FA
813
Fagan Associates
New York
$1.57M -$20.4K -1,195 -1%
APWA
814
Atlas Private Wealth Advisors
New Jersey
$1.57M +$952K +55,894 +131%
PAM
815
Private Asset Management
California
$1.57M -$568K -33,359 -25%
PHS
816
Pekin Hardy Strauss
Illinois
$1.57M -$51.8K -3,043 -3%
LW
817
Linscomb Wealth
Texas
$1.56M -$170K -9,968 -9%
BFG
818
Beacon Financial Group
Texas
$1.56M -$2.56K -150 -0.2%
TCOT
819
Trust Company of Toledo
Ohio
$1.56M +$324K +19,047 +24%
NSEDCP
820
NJ State Employees Deferred Compensation Plan
New Jersey
$1.56M
ECU
821
Eisler Capital (US)
New York
$1.55M +$1.65M +96,874 New
ISWM
822
Independent Solutions Wealth Management
New York
$1.54M +$169K +9,899 +11%
PAM
823
Paradigm Asset Management
New York
$1.54M +$455K +26,700 +38%
MC
824
Mathes Company
New York
$1.53M +$1.64M +96,148 New
SBIA
825
Sheaff Brock Investment Advisors
Indiana
$1.53M -$82.3K -4,835 -5%

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.