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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
RCAG
1126
Rehmann Capital Advisory Group
Michigan
$623K -$92.6K -6,315 -13%
BI
1127
Ballast Inc
Kentucky
$621K -$139K -9,453 -19%
TMWM
1128
Taylor & Morgan Wealth Management
Michigan
$621K -$106K -7,225 -15%
SGI
1129
Summit Global Investments
Utah
$620K -$1.14M -77,454 -65%
IIM
1130
Ipswich Investment Management
Massachusetts
$619K -$40.3K -2,747 -6%
AAG
1131
Armstrong Advisory Group
Massachusetts
$619K -$17.7K -1,206 -3%
RT
1132
Rockland Trust
Massachusetts
$618K -$348K -23,713 -37%
BJL
1133
Brighton Jones LLC
Washington
$617K +$94.5K +6,446 +19%
OHWA
1134
Oak Hill Wealth Advisors
Virginia
$614K -$58.5K -3,988 -9%
CFSG
1135
Community Financial Services Group
Vermont
$612K +$597K +40,754 New
NP
1136
NorthRock Partners
Minnesota
$612K +$73.2K +4,996 +14%
9WM
1137
9258 Wealth Management
Ohio
$612K +$93.2K +6,358 +19%
ISWM
1138
Independent Solutions Wealth Management
New York
$609K -$823K -56,126 -58%
ST
1139
Somerset Trust
Pennsylvania
$607K +$5.5K +375 +0.9%
AFT
1140
Alpha Family Trust
California
$606K +$592K +40,365 New
PMG
1141
ProVise Management Group
Florida
$602K -$8.96K -611 -2%
GITFIT
1142
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$596K -$95.3K -6,500 -15%
FNA
1143
First National Advisers
Nebraska
$595K +$38.2K +2,608 +7%
SM
1144
Sweeney & Michel
California
$594K -$12K -821 -2%
P
1145
Pitcairn
Pennsylvania
$593K +$123K +8,371 +27%
OFG
1146
OmniStar Financial Group
North Carolina
$593K +$15.6K +1,061 +3%
VCM
1147
Viewpoint Capital Management
Washington
$591K +$36.9K +2,516 +7%
Jacobs Levy Equity Management
1148
Jacobs Levy Equity Management
New Jersey
$590K -$5.16M -351,676 -90%
PA
1149
Probity Advisors
Texas
$588K +$11.2K +764 +2%
MSFS
1150
Main Street Financial Solutions
Pennsylvania
$588K -$68.6K -4,678 -11%

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.