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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
HVIA
1026
Hudson Valley Investment Advisors
New York
$966K +$30.2K +1,772 +3%
OAM
1027
Oak Asset Management
California
$965K -$3.93K -231 -0.4%
FRM
1028
Fox Run Management
Connecticut
$963K +$1.03M +60,405 New
BBI
1029
Baxter Bros Inc
Connecticut
$951K -$45.7K -2,682 -4%
SF
1030
Symphony Financial
Texas
$950K +$3.61K +212 +0.4%
1WA
1031
180 Wealth Advisors
Washington
$942K +$1.98K +116 +0.2%
AFG
1032
Atomi Financial Group
New York
$941K +$132K +7,724 +15%
KS
1033
Karpas Strategies
Connecticut
$941K -$10.7K -629 -1%
CA
1034
Clearstead Advisors
Ohio
$937K -$1.6K -94 -0.2%
BMC
1035
Beaton Management Company
Massachusetts
$934K -$11.9K -700 -1%
CCWM
1036
Cassaday & Co Wealth Management
Virginia
$933K +$25.2K +1,481 +3%
ILI
1037
Invesco LLC (Illinois)
Illinois
$933K +$996K +58,496 New
GIA
1038
Guyasuta Investment Advisors
Pennsylvania
$932K -$1.79K -105 -0.2%
MHIC
1039
Marble Harbor Investment Counsel
Massachusetts
$929K -$53.6K -3,145 -5%
CRIG
1040
Charter Research & Investment Group
Connecticut
$929K -$19.2K -1,125 -2%
FPAS
1041
Focus Partners Advisor Solutions
Missouri
$927K -$8.63K -507 -0.9%
MW
1042
Marcum Wealth
Ohio
$927K -$60.6K -3,557 -6%
UA
1043
Unison Advisors
District of Columbia
$926K +$13.4K +788 +1%
SSB
1044
Sandy Spring Bank
Maryland
$922K +$141K +8,285 +17%
LWP
1045
LMG Wealth Partners
Louisiana
$921K +$99.4K +5,838 +11%
VT
1046
Vise Technologies
New York
$921K -$196K -11,530 -17%
SF
1047
Summit Financial
New Jersey
$918K +$41.1K +2,411 +4%
SP
1048
Symmetry Partners
Connecticut
$916K -$3.04M -178,261 -76%
AF
1049
Apexium Financial
Texas
$914K -$170K -10,007 -15%
TPA
1050
Trivium Point Advisory
Connecticut
$914K +$74.3K +4,362 +8%

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.