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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
IPW
1001
Impact Partnership Wealth
Georgia
$825K +$713K +48,657 +777%
HVIA
1002
Hudson Valley Investment Advisors
New York
$825K -$83.3K -5,680 -9%
AF
1003
Apexium Financial
Texas
$822K -$38.3K -2,616 -5%
BAM
1004
BOS Asset Management
Illinois
$819K -$35.5K -2,424 -4%
BG
1005
Benedetti & Gucer
Georgia
$817K -$121K -8,230 -13%
PAM
1006
Private Asset Management
California
$816K -$644K -43,901 -45%
CRIG
1007
Charter Research & Investment Group
Connecticut
$815K -$59K -4,025 -7%
BTWM
1008
Baker Tilly Wealth Management
Wisconsin
$814K +$67K +4,568 +9%
DA
1009
Detalus Advisors
Missouri
$814K -$38.8K -2,646 -5%
CA
1010
CoreCap Advisors
Michigan
$813K -$147K -10,060 -16%
AWE
1011
Avidian Wealth Enterprises
Texas
$812K -$33.4K -2,278 -4%
VCM
1012
Virtue Capital Management
Tennessee
$812K
PIM
1013
Penobscot Investment Management
Massachusetts
$810K +$259K +17,650 +49%
FMTC
1014
Farmers & Merchants Trust Company
California
$808K -$3.34K -228 -0.4%
GCP
1015
GSA Capital Partners
United Kingdom
$802K +$783K +53,425 New
DI
1016
Diligent Investors
California
$800K -$29.6K -2,019 -4%
PPC
1017
Park Place Capital
Alabama
$793K -$202K -13,787 -21%
BP
1018
Ballentine Partners
Massachusetts
$793K +$216K +14,710 +39%
GIA
1019
Guyasuta Investment Advisors
Pennsylvania
$792K -$83.1K -5,666 -10%
HKIM
1020
Hayek Kallen Investment Management
Alabama
$787K -$13.7K -934 -2%
TC
1021
Trust Company
Kansas
$782K +$206K +14,046 +37%
NIM
1022
Northeast Investment Management
Massachusetts
$781K -$27.3K -1,864 -3%
NP
1023
Nilsine Partners
Colorado
$780K +$99.6K +6,795 +15%
H
1024
HoyleCohen
California
$779K +$199K +13,579 +35%
CPIG
1025
Chicago Partners Investment Group
Illinois
$778K -$60.9K -4,157 -7%

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.