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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
AIM
951
Aigen Investment Management
New York
$907K -$584K -39,821 -40%
ADL
952
Asset Dedication LLC
California
$906K -$60.3K -4,111 -6%
SIP
953
Stoneridge Investment Partners
Pennsylvania
$906K -$44.6K -3,042 -5%
WAP
954
Wealthcare Advisory Partners
Pennsylvania
$903K -$84.4K -5,761 -9%
BFS
955
Bradley Foster & Sargent
Connecticut
$899K
AFG
956
Atomi Financial Group
New York
$899K +$12K +822 +1%
ANTB
957
AMG National Trust Bank
Colorado
$893K -$18.3K -1,249 -2%
CWS
958
Confluence Wealth Services
Pennsylvania
$890K -$60.9K -4,153 -7%
NAM
959
NorthCrest Asset Manangement
Minnesota
$889K -$99.9K -6,816 -10%
TF
960
Tompkins Financial
New York
$889K -$232K -15,834 -21%
RCM
961
Radnor Capital Management
Pennsylvania
$888K +$88.6K +6,044 +11%
UA
962
Unison Advisors
District of Columbia
$887K +$14.6K +993 +2%
PWA
963
Provenance Wealth Advisors
Florida
$887K +$865K +59,029 New
GIA
964
Gladstone Institutional Advisory
Florida
$884K -$99.2K -6,766 -10%
HTC
965
Haverford Trust Company
Pennsylvania
$882K -$61.1K -4,170 -7%
KS
966
Karpas Strategies
Connecticut
$880K -$5.58K -381 -0.6%
CCWM
967
Cassaday & Co Wealth Management
Virginia
$880K +$1.19K +81 +0.1%
TPA
968
Trivium Point Advisory
Connecticut
$880K +$32.8K +2,238 +4%
SLWA
969
San Luis Wealth Advisors
California
$879K -$71.2K -4,860 -8%
PAG
970
Private Advisory Group
Washington
$878K +$31.6K +2,157 +4%
HIC
971
Holderness Investments Company
North Carolina
$875K -$42.4K -2,894 -5%
CHC
972
City Holding Co
West Virginia
$875K -$156K -10,618 -15%
JIC
973
Joel Isaacson & Co
New York
$873K -$190K -12,945 -18%
PCM
974
Poehling Capital Management
Wisconsin
$871K -$408K -27,832 -32%
GAG
975
GM Advisory Group
New York
$871K -$116K -7,935 -12%

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.