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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
WPW
1076
Waldron Private Wealth
Pennsylvania
$857K -$371K -21,788 -29%
FNBTCON
1077
First National Bank & Trust Co of Newtown
Pennsylvania
$855K
SWA
1078
Stratos Wealth Advisors
Ohio
$854K -$55.6K -3,266 -6%
ICA
1079
Infrastructure Capital Advisors
New York
$853K -$185K -10,860 -17%
LIM
1080
Leavell Investment Management
Alabama
$852K -$95.6K -5,613 -10%
BFA
1081
Bragg Financial Advisors
North Carolina
$850K -$333K -19,539 -27%
HKIM
1082
Hayek Kallen Investment Management
Alabama
$850K +$24.3K +1,427 +3%
RCM
1083
Radnor Capital Management
Pennsylvania
$847K +$30.3K +1,778 +3%
HCM
1084
Hodges Capital Management
Texas
$839K -$1.05M -61,625 Closed
CB
1085
Cadence Bank
Mississippi
$838K -$35.2K -2,068 -4%
NRS
1086
Neville Rodie & Shaw
New York
$836K -$36.9K -2,165 -4%
HCM
1087
Highlander Capital Management
New Jersey
$836K +$51.1K +3,000 +6%
DJSG
1088
D.J. St. Germain
Massachusetts
$834K +$891K +52,297 New
BBNB
1089
Baker Boyer National Bank
Washington
$832K +$889K +52,191 New
TIA
1090
Traphagen Investment Advisors
New Jersey
$832K -$375 -22 -0.6%
MLA
1091
My Legacy Advisors
Oregon
$827K +$5.14K +302 +0.6%
CFG
1092
Cooper Financial Group
California
$826K +$158K +9,262 +22%
CGL
1093
Clarius Group LLC
Washington
$821K -$154K -9,056 -15%
SW
1094
SteelPeak Wealth
California
$821K -$13.3K -780 -1%
TTWM
1095
TCV Trust & Wealth Management
Virginia
$820K -$13.7K -806 -2%
HBT
1096
Hills Bank & Trust
Iowa
$820K +$221K +12,991 +34%
GAM
1097
Griffin Asset Management
New York
$819K +$216K +12,694 +33%
SIG
1098
Stonegate Investment Group
Alabama
$817K -$132K -7,750 -13%
PWP
1099
Principle Wealth Partners
Connecticut
$816K -$21.4K -1,257 -2%
OIA
1100
Optimum Investment Advisors
Illinois
$814K +$23.6K +1,387 +3%

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.