We are live on ! Find out more

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
VFPW
1301
Vantage Financial Partners (Wisconsin)
Wisconsin
$457K +$39.8K +2,717 +10%
KWMG
1302
King Wealth Management Group
Florida
$457K -$32.1K -2,188 -7%
SP
1303
Symmetry Partners
Connecticut
$456K -$397K -27,109 -47%
WA
1304
Waddell & Associates
Tennessee
$455K +$3.56K +243 +0.8%
C
1305
CEDRUS
Colorado
$453K +$99.9K +6,818 +29%
FNFDCM
1306
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$452K -$97.3K -6,641 -18%
TIM
1307
Timelo Investment Management
Ontario, Canada
$451K +$440K +30,000 New
NCM
1308
Novare Capital Management
North Carolina
$450K -$4.34K -296 -1%
TCM
1309
Towercrest Capital Management
Pennsylvania
$450K +$1.03K +70 +0.2%
FB
1310
First Bancorp
Maine
$450K +$20K +1,366 +5%
GC
1311
Gilbert & Cook
Iowa
$449K +$36.5K +2,490 +9%
TIA
1312
Traphagen Investment Advisors
New Jersey
$448K +$382K +26,064 +688%
AAIS
1313
ABN AMRO Investment Solutions
$448K -$23.1K -1,573 -5%
CFD
1314
Creative Financial Designs
Indiana
$448K +$102K +6,985 +31%
PL
1315
Parthenon LLC
Kentucky
$447K -$6.71K -458 -2%
FIB
1316
First Interstate Bank
Montana
$447K -$8.78K -599 -2%
CS
1317
Capital Square
Tennessee
$445K -$4.5K -307 -1%
EWM
1318
Executive Wealth Management
Michigan
$445K +$1.74K +119 +0.4%
FFN
1319
Focus Financial Network
Minnesota
$445K -$78.2K -5,337 -15%
LNB
1320
Ledyard National Bank
$444K -$14.6K -995 -3%
MSA
1321
Marino Stram & Associates
Massachusetts
$443K -$5.28K -360 -1%
HP
1322
Hyperion Partners
Pennsylvania
$442K +$630 +43 +0.1%
RDWM
1323
Red Door Wealth Management
Tennessee
$442K -$25.5K -1,742 -6%
RB
1324
Rodgers Brothers
Pennsylvania
$442K -$750K -51,146 -63%
AJ
1325
Ashburton (Jersey)
Jersey
$441K

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.