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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
BBI
1051
Baxter Bros Inc
Connecticut
$729K -$162K -11,064 -19%
AWM
1052
Adams Wealth Management
Utah
$727K +$156K +10,632 +28%
PCG
1053
Prosperity Consulting Group
Maryland
$727K +$65.7K +4,479 +10%
FGA
1054
Fortis Group Advisors
New Jersey
$725K +$139K +9,450 +31%
CB
1055
Cadence Bank
Mississippi
$724K -$63.4K -4,323 -8%
NRS
1056
Neville Rodie & Shaw
New York
$724K -$61.4K -4,188 -8%
CLOS
1057
Compagnie Lombard Odier SCmA
Switzerland
$723K -$916K -62,455 -56%
UBG
1058
United Bank (Georgia)
Georgia
$720K +$21.1K +1,437 +3%
CWM
1059
Cedar Wealth Management
California
$719K +$202K +13,765 +40%
IHL
1060
Investment House LLC
California
$718K +$701K +47,802 New
SB
1061
Strategic Blueprint
Georgia
$713K -$41.7K -2,842 -6%
GL
1062
Graypoint LLC
New York
$712K +$147K +10,046 +27%
CA
1063
Continuum Advisory
Idaho
$712K +$55.9K +3,816 +9%
ICG
1064
InterOcean Capital Group
Tennessee
$707K +$242K +16,515 +54%
PFBT
1065
Parkside Financial Bank & Trust
Missouri
$704K +$28.6K +1,951 +4%
AIM
1066
Anchor Investment Management
South Carolina
$704K -$31.4K -2,139 -4%
BWM
1067
BCS Wealth Management
Tennessee
$703K +$11.6K +794 +2%
EA
1068
Eudaimonia Advisors
Tennessee
$699K -$24K -1,637 -3%
KCM
1069
Kempner Capital Management
Texas
$694K
GS
1070
Gagnon Securities
New York
$693K -$17.5K -1,196 -3%
RW
1071
RVW Wealth
California
$690K -$123K -8,374 -15%
PWMAG
1072
Pinnacle Wealth Management Advisory Group
New Jersey
$688K +$194K +13,243 +41%
SAM
1073
Summit Asset Management
Tennessee
$685K +$15.6K +1,064 +2%
BAM
1074
Byrne Asset Management
New Jersey
$684K -$730K -49,830 Closed
TCWM
1075
Total Clarity Wealth Management
Illinois
$684K -$47.3K -3,230 -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.