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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
UBV
876
United Bank (Virginia)
Virginia
$1.38M -$477K -28,023 -25%
BE
877
Bonness Enterprises
District of Columbia
$1.37M
RWP
878
RWA Wealth Partners
Massachusetts
$1.37M +$1.06M +62,194 +263%
PCM
879
Poehling Capital Management
Wisconsin
$1.37M -$150K -8,796 -9%
SWP
880
Strategic Wealth Partners
Ohio
$1.37M +$111K +6,492 +8%
Impax Asset Management Group
881
Impax Asset Management Group
United Kingdom
$1.37M +$237K +13,913 +19%
AWM
882
Axxcess Wealth Management
California
$1.36M -$131K -7,668 -8%
CCMW
883
Cypress Capital Management (Wyoming)
Wyoming
$1.36M -$139K -8,140 -9%
BWP
884
Balboa Wealth Partners
Arizona
$1.35M +$11.7K +687 +0.8%
CT
885
Caldwell Trust
Florida
$1.35M -$177K -10,379 -11%
BHWM
886
Bar Harbor Wealth Management
New Hampshire
$1.34M -$24K -1,410 -2%
CIP
887
Convergence Investment Partners
Florida
$1.34M -$107K -6,262 -7%
CCB
888
Cutter & Co Brokerage
Missouri
$1.33M +$83K +4,871 +6%
BFA
889
Beacon Financial Advisory
Ohio
$1.33M +$137K +8,051 +11%
SWM
890
Sculati Wealth Management
Michigan
$1.32M +$6.54K +384 +0.5%
AWM
891
Avitas Wealth Management
California
$1.32M +$336K +19,729 +31%
KF
892
Krilogy Financial
Missouri
$1.32M +$290K +17,011 +26%
AI
893
AXS Investments
New York
$1.32M +$245K +14,405 +21%
BSB
894
Bangor Savings Bank
Maine
$1.31M +$341 +20 +0%
SACTSONJ
895
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.31M
CIA
896
Cladis Investment Advisory
Montana
$1.31M +$178K +10,461 +15%
TAM
897
Trust Asset Management
Texas
$1.31M
FFA
898
Founders Financial Alliance
North Carolina
$1.31M +$42.8K +2,512 +3%
TCBWMS
899
Texas Capital Bank Wealth Management Services
Texas
$1.31M +$529K +31,085 +61%
AFP
900
Ausdal Financial Partners
Iowa
$1.29M -$243K -14,252 -15%

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.