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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
MWM
1101
Modera Wealth Management
New Jersey
$650K -$82.5K -5,630 -12%
DCM
1102
Donaldson Capital Management
Indiana
$649K -$11.3M -767,488 -95%
BIM
1103
Bridges Investment Management
Nebraska
$648K -$1.47K -100 -0.2%
AWM
1104
Accurate Wealth Management
Florida
$647K +$27.8K +1,895 +4%
BLAM
1105
Bourne Lent Asset Management
New York
$647K -$10.3K -700 -2%
EHC
1106
Everett Harris & Co
California
$646K -$45.4K -3,100 -7%
HT
1107
HAP Trading
New York
$646K +$323K +22,051 +105%
KF
1108
Krilogy Financial
Missouri
$646K -$580K -39,533 -48%
RWM
1109
Ritholtz Wealth Management
New York
$644K -$176K -11,979 -22%
MWM
1110
Mission Wealth Management
California
$643K +$35.2K +2,404 +6%
LAS
1111
Lloyd Advisory Services
Georgia
$643K +$628K +42,813 New
NG
1112
Norden Group
Utah
$643K +$628K +42,813 New
PWLP
1113
Prio Wealth Limited Partnership
Massachusetts
$634K -$115K -7,828 -16%
PWW
1114
Pettyjohn Wood & White
Virginia
$632K +$8.02K +547 +1%
BC
1115
Burney Company
Virginia
$632K -$16.7K -1,142 -3%
MCM
1116
McKinley Capital Management
Alaska
$630K +$6.38K +435 +1%
EF
1117
Exeter Financial
Arizona
$628K +$25.1K +1,710 +4%
LCWP
1118
Legacy Capital Wealth Partners
Arkansas
$627K +$612K +41,747 New
Parallax Volatility Advisers
1119
Parallax Volatility Advisers
California
$626K -$1.15M -78,671 -65%
KIA
1120
KCM Investment Advisors
California
$624K -$102K -6,946 -14%
SDAM
1121
Shulman DeMeo Asset Management
New York
$623K -$13.5K -919 -2%
SIM
1122
Sentry Investment Management
Wisconsin
$623K +$608K +41,478 New
APP
1123
Avantax Planning Partners
Iowa
$623K -$94.7K -6,463 -13%
EFSCE
1124
Enterprise Financial Services Corp (EFSC)
Missouri
$623K -$97.2K -6,628 -14%
ASFA
1125
All Season Financial Advisors
Colorado
$623K +$14.3K +978 +2%

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.