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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
AFM
1001
Armstrong Fleming & Moore
District of Columbia
$1.03M +$1.1M +64,340 New
LHC
1002
Little House Capital
Massachusetts
$1.03M -$790K -46,366 -42%
CCP
1003
Clough Capital Partners
Massachusetts
$1.03M -$1.09M -64,200 -50%
CA
1004
CoreCap Advisors
Michigan
$1.02M +$1.09M +64,214 New
MA
1005
Montag & Associates
Georgia
$1.02M -$33.4K -1,959 -3%
GI
1006
Gradient Investments
Minnesota
$1.02M +$8.16K +479 +0.8%
NAS
1007
Nicolet Advisory Services
Wisconsin
$1.02M +$171K +10,043 +19%
CWS
1008
Confluence Wealth Services
Pennsylvania
$1.01M -$28K -1,646 -3%
TA
1009
TrueWealth Advisors
Alabama
$1.01M +$388K +22,773 +56%
SLWA
1010
San Luis Wealth Advisors
California
$1.01M -$112K -6,561 -9%
SIP
1011
Stoneridge Investment Partners
Pennsylvania
$1.01M +$1.08M +63,330 New
SC
1012
Searle & Co
Connecticut
$1.01M -$46.4K -2,724 -4%
AFG
1013
Albion Financial Group
Utah
$1.01M -$519K -30,469 -33%
SFS
1014
Solitude Financial Services
Virginia
$1.01M +$164K +9,602 +18%
HTC
1015
Haverford Trust Company
Pennsylvania
$1M -$45.7K -2,686 -4%
BG
1016
Benedetti & Gucer
Georgia
$999K -$96.7K -5,677 -8%
FBC
1017
Fairfield, Bush & Co
Connecticut
$980K +$188K +11,009 +22%
CNC
1018
Citizens & Northern Corp
Pennsylvania
$980K +$118K +6,941 +13%
SWMP
1019
Signature Wealth Management Partners
New Jersey
$979K +$141K +8,252 +16%
HA
1020
Herold Advisors
New York
$977K -$76.2K -4,474 -7%
HIC
1021
Holderness Investments Company
North Carolina
$975K -$70.8K -4,158 -6%
SMH
1022
Sanders Morris Harris
Texas
$974K +$584K +34,301 +130%
FNBOSM
1023
First National Bank of South Miami
Florida
$970K +$10.8K +632 +1%
ANTB
1024
AMG National Trust Bank
Colorado
$968K -$293K -17,229 -22%
GIM
1025
Guardian Investment Management
California
$968K -$2.21M -129,500 -68%

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.