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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
TTWM
1026
TCV Trust & Wealth Management
Virginia
$777K +$4.47K +305 +0.6%
HWM
1027
Horizon Wealth Management
Illinois
$776K +$195K +13,329 +35%
RWA
1028
Ropes Wealth Advisors
Massachusetts
$775K +$65.6K +4,472 +9%
PA
1029
Procyon Advisors
Connecticut
$772K -$240K -16,399 -24%
WJWM
1030
Williams Jones Wealth Management
New York
$771K -$532K -36,261 -41%
HI
1031
Humankind Investments
New York
$771K +$102K +6,956 +16%
AWA
1032
Arkadios Wealth Advisors
Georgia
$769K +$407K +27,773 +119%
TWA
1033
TCI Wealth Advisors
Arizona
$766K +$114K +7,768 +18%
HCP
1034
Hexagon Capital Partners
Arkansas
$765K +$46K +3,141 +7%
RWPA
1035
Richard W. Paul & Associates
Michigan
$762K +$186K +12,675 +33%
GWM
1036
Gray Wealth Management
Maine
$759K +$24.6K +1,675 +3%
MMPW
1037
Mitchell McLeod Pugh & Williams
Alabama
$759K -$76.8K -5,242 -9%
TW
1038
Towerpoint Wealth
California
$753K -$3.46K -236 -0.5%
LOAMS
1039
Lombard Odier Asset Management (Switzerland)
Switzerland
$750K
IAMOG
1040
Investors Asset Management of Georgia
Georgia
$750K -$2.2K -150 -0.3%
LIM
1041
Leavell Investment Management
Alabama
$748K -$52.7K -3,594 -7%
WAM
1042
Wolverine Asset Management
Illinois
$746K +$29K +1,977 +4%
FNBOO
1043
First National Bank of Omaha
Nebraska
$745K -$1.44M -98,028 -66%
MW
1044
Marcum Wealth
Ohio
$744K -$125K -8,543 -15%
CA
1045
Calton & Associates
Florida
$742K -$23.6K -1,608 -4%
CL
1046
CSS LLC
Illinois
$739K -$381K -26,000 -35%
SIG
1047
Stonegate Investment Group
Alabama
$735K -$33.7K -2,296 -4%
NW
1048
NewEdge Wealth
Pennsylvania
$733K -$98.5K -6,722 -12%
CT
1049
Cambridge Trust
Massachusetts
$732K -$20.3K -1,388 -3%
DEM
1050
Disciplined Equity Management
Florida
$732K +$50.4K +3,440 +8%

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.