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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
Fisher Asset Management
826
Fisher Asset Management
Washington
$1.53M -$130K -7,639 -7%
RIM
827
Reliant Investment Management
Tennessee
$1.52M -$27.3K -1,604 -2%
CT
828
Chicago Trust
Illinois
$1.52M +$23.7K +1,393 +1%
EFS
829
Essex Financial Services
Connecticut
$1.51M -$4.51K -265 -0.3%
CCA
830
Catalyst Capital Advisors
New York
$1.51M +$91.5K +5,370 +6%
CW
831
Connectus Wealth
Ohio
$1.51M +$251K +14,762 +19%
NFG
832
Nations Financial Group
Iowa
$1.51M -$101K -5,928 -6%
AWA
833
Arete Wealth Advisors
Illinois
$1.5M +$153K +8,991 +11%
CCG
834
Coastwise Capital Group
California
$1.5M +$156K +9,134 +11%
SAG
835
SageView Advisory Group
California
$1.5M +$132K +7,777 +9%
BW
836
Bison Wealth
Georgia
$1.49M +$437K +25,687 +38%
FDS
837
First Dallas Securities
Texas
$1.49M -$51.9K -3,046 -3%
NCM
838
Narwhal Capital Management
Georgia
$1.49M -$187K -11,000 -11%
PCM
839
Palouse Capital Management
Washington
$1.49M -$52.8K -3,100 -3%
KFGK
840
Keystone Financial Group (Kentucky)
Kentucky
$1.49M +$1.59M +93,376 New
WCA
841
Waratah Capital Advisors
Ontario, Canada
$1.49M -$4.18M -245,642 -72%
CHAM
842
Clear Harbor Asset Management
Connecticut
$1.49M +$957K +56,213 +151%
WANY
843
Wealthspire Advisors (New York)
New York
$1.49M -$128K -7,490 -7%
WPC
844
White Pine Capital
Minnesota
$1.48M -$216K -12,685 -12%
FMAEN1
845
Fund Management at Engine No 1
California
$1.48M +$113K +6,611 +8%
LDB
846
Lee, Danner & Bass
Tennessee
$1.48M -$41.5K -2,439 -3%
PFPT
847
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.48M -$15.4K -906 -1%
NB
848
NBT Bank
New York
$1.48M +$21.3K +1,250 +1%
SB
849
Simmons Bank
Arkansas
$1.46M -$21.6K -1,266 -1%
HI
850
Horizon Investments
North Carolina
$1.46M +$89K +5,225 +6%

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.