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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
SPA
926
Sherbrooke Park Advisers
New York
$953K -$201K -13,724 -18%
TH
927
TCTC Holdings
Texas
$952K -$68.1K -4,647 -7%
MA
928
Montag & Associates
Georgia
$947K -$15.5K -1,060 -2%
MAS
929
Meeder Advisory Services
Ohio
$947K -$169K -11,560 -15%
BWP
930
Balboa Wealth Partners
Arizona
$943K -$320K -21,818 -26%
AP
931
Americana Partners
Texas
$942K +$132K +9,023 +13%
FA
932
FDx Advisors
Illinois
$941K -$168K -11,472 -15%
EGM
933
Engineers Gate Manager
New York
$940K -$1.24M -84,899 -58%
1WA
934
180 Wealth Advisors
Washington
$939K +$59.7K +4,076 +7%
GVAG
935
Great Valley Advisor Group
Delaware
$938K -$33K -2,254 -3%
PCM
936
Parsons Capital Management
Rhode Island
$938K -$231K -15,774 -20%
NAS
937
Nicolet Advisory Services
Wisconsin
$936K -$1.48K -101 -0.2%
CT
938
Caldwell Trust
Florida
$934K -$325K -22,198 -26%
DAM
939
Delta Asset Management
Tennessee
$931K -$788K -53,786 -46%
NW
940
Naviter Wealth
Arkansas
$931K +$241K +16,448 +36%
SWP
941
Strategic Wealth Partners
Ohio
$929K -$352K -23,983 -28%
HCM
942
Hodges Capital Management
Texas
$928K +$905K +61,772 New
TG
943
TCW Group
California
$928K -$904K -61,645 -50%
SSB
944
Sandy Spring Bank
Maryland
$926K +$56.9K +3,882 +7%
MWM
945
Meridian Wealth Management
Kentucky
$922K -$2.07M -141,027 -70%
VT
946
Vise Technologies
New York
$921K +$52.6K +3,589 +6%
GIM
947
Guardian Investment Management
California
$919K +$7.33K +500 +0.8%
BPC
948
Banque Pictet & Cie
Switzerland
$913K +$708K +48,268 +386%
DMBA
949
Deseret Mutual Benefit Administrators
Utah
$908K -$84.1K -5,734 -9%
CNC
950
Citizens & Northern Corp
Pennsylvania
$908K -$14.5K -988 -2%

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.