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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
AAM
1251
Auxier Asset Management
Oregon
$497K -$4.43K -302 -0.9%
LDB
1252
Lee, Danner & Bass
Tennessee
$496K -$875K -59,719 -64%
MVA
1253
Mount Vernon Associates
Maryland
$496K +$2.42K +165 +0.5%
GC
1254
Grimes & Company
Massachusetts
$496K +$2.9K +198 +0.6%
SW
1255
SlateStone Wealth
Florida
$495K -$34.5K -2,354 -7%
MCAI
1256
Members Capital Advisors Inc
Wisconsin
$495K
SC
1257
Shay Capital
New York
$493K +$481K +32,830 New
ALAM
1258
Asahi Life Asset Management
Japan
$493K +$481K +32,790 New
FWM
1259
Forza Wealth Management
Florida
$492K
WPC
1260
Wedmont Private Capital
Pennsylvania
$492K +$43.6K +2,971 +10%
AIA
1261
Armor Investment Advisors
North Carolina
$491K +$40.9K +2,788 +9%
SWA
1262
Sax Wealth Advisors
New Jersey
$488K +$35.5K +2,424 +8%
SC
1263
Schubert & Co
Texas
$486K +$9.25K +631 +2%
CAC
1264
Certified Advisory Corp
Florida
$485K +$61.5K +4,195 +15%
SWA
1265
SFMG Wealth Advisors
Texas
$485K +$29.8K +2,031 +7%
IAA
1266
Ironsides Asset Advisors
North Carolina
$484K -$9.16K -625 -2%
VFA
1267
Voya Financial Advisors
Connecticut
$482K -$66.9K -4,561 -12%
CCG
1268
Cypress Capital Group
Florida
$482K -$227K -15,506 -33%
NEWAS
1269
N.E.W. Advisory Services
Wisconsin
$482K -$18.8K -1,285 -4%
TBA
1270
Tower Bridge Advisors
Pennsylvania
$482K -$176K -11,975 -27%
LCM
1271
LVM Capital Management
Michigan
$481K -$5.2M -354,915 -92%
WAM
1272
Westport Asset Management
Connecticut
$479K
DG
1273
DMC Group
Alabama
$479K +$75.1K +5,120 +19%
TNBTD
1274
Trustmark National Bank Trust Department
Mississippi
$478K -$1.24M -84,846 -73%
EI
1275
Ellevest Inc
New York
$478K +$66.7K +4,548 +17%

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.