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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
VCM
1101
Virtue Capital Management
Tennessee
$812K -$95.2K -5,591 -10%
BHPW
1102
Beverly Hills Private Wealth
California
$811K +$447K +26,256 +83%
BI
1103
Ballast Inc
Kentucky
$810K +$79.7K +4,681 +10%
IAMOG
1104
Investors Asset Management of Georgia
Georgia
$810K -$27.2K -1,599 -3%
MCA
1105
MSH Capital Advisors
Arizona
$809K +$1.6K +94 +0.2%
LWM
1106
Laidlaw Wealth Management
New York
$808K +$9.15K +537 +1%
LF
1107
Lantz Financial
Illinois
$808K +$45.2K +2,655 +6%
CPIG
1108
Chicago Partners Investment Group
Illinois
$806K +$86K +5,051 +10%
MCM
1109
Monarch Capital Management
Indiana
$804K -$410K -24,044 -32%
TW
1110
Towerpoint Wealth
California
$804K +$102K +5,976 +13%
CWM
1111
C2C Wealth Management
Arizona
$803K -$35.5K -2,087 -3%
SB
1112
Strategic Blueprint
Georgia
$802K -$47.7K -2,802 -5%
LSA
1113
Lion Street Advisors
Texas
$800K +$137K +8,062 +34%
CT
1114
Cambridge Trust
Massachusetts
$799K -$118K -6,947 -12%
SCM
1115
Stevens Capital Management
Pennsylvania
$798K +$852K +50,024 New
PWLP
1116
Prio Wealth Limited Partnership
Massachusetts
$798K -$63.7K -3,740 -7%
LOAMS
1117
Lombard Odier Asset Management (Switzerland)
Switzerland
$797K -$139K -8,175 -14%
Financial Engines Advisors
1118
Financial Engines Advisors
California
$797K -$190K -11,160 -18%
BAM
1119
Byrne Asset Management
New Jersey
$795K +$63.2K +3,710 +8%
BTWM
1120
Baker Tilly Wealth Management
Wisconsin
$792K +$31.4K +1,845 +4%
HCM
1121
Highview Capital Management
Illinois
$788K -$11.1K -654 -1%
AIM
1122
Anchor Investment Management
South Carolina
$782K -$158K -9,258 -16%
MWM
1123
Modera Wealth Management
New Jersey
$780K +$340K +19,945 +69%
GWM
1124
Gray Wealth Management
Maine
$780K +$118K +6,913 +16%
TCWM
1125
Total Clarity Wealth Management
Illinois
$778K +$212K +12,438 +34%

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.