2,430 hedge funds and large institutions have $70B invested in AT&T in 2023 Q4 according to their latest regulatory filings, with 306 funds opening new positions, 774 increasing their positions, 1,183 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,430
Holders Change
+153
Holders Change %
+6.72%
% of All Funds
35.62%
Holding in Top 10
40
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+33.33%
% of All Funds
0.59%
New
306
Increased
774
Reduced
1,183
Closed
121
Calls
$1.36B
Puts
$1.03B
Net Calls
+$326M
Net Calls Change
-$8.1M
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
1301
SFMG Wealth Advisors
Texas
$538K -$2.85K -170 -0.5%
SPIS
1302
Steward Partners Investment Solutions
Oregon
$537K +$537K +32,017 New
FWP
1303
FAS Wealth Partners
Kansas
$537K -$37.9K -2,259 -7%
SCM
1304
SOL Capital Management
Maryland
$537K -$66K -3,927 -11%
PIA
1305
Perennial Investment Advisors
California
$537K -$41.8K -2,489 -7%
WAM
1306
Westport Asset Management
Connecticut
$536K
FWM
1307
Forza Wealth Management
Florida
$536K -$13.9K -827 -3%
SC
1308
Schubert & Co
Texas
$535K -$7.7K -459 -1%
SW
1309
SlateStone Wealth
Florida
$534K -$18.5K -1,103 -3%
TIA
1310
Traphagen Investment Advisors
New Jersey
$532K +$31.3K +1,863 +6%
BCM
1311
Bayesian Capital Management
New York
$532K -$2.75M -164,100 -84%
DG
1312
DMC Group
Alabama
$526K -$8.42K -502 -2%
KFI
1313
Key Financial Inc
Pennsylvania
$526K -$1.34K -80 -0.3%
PBK
1314
Peoples Bank (Kansas)
Kansas
$526K -$66.4K -3,958 -11%
AUB
1315
Atlantic Union Bankshares
Virginia
$525K -$32.8K -1,956 -6%
NFA
1316
Northern Financial Advisors
Michigan
$525K +$44.2K +2,637 +9%
LOAMS
1317
Lombard Odier Asset Management (Switzerland)
Switzerland
$525K -$313K -18,680 -37%
GC
1318
Gilbert & Cook
Iowa
$522K +$20.3K +1,212 +4%
CBA
1319
Coastal Bridge Advisors
Connecticut
$521K +$2.28K +136 +0.4%
JWA
1320
JFS Wealth Advisors
Pennsylvania
$521K -$115K -6,838 -18%
CFA
1321
Capstone Financial Advisors
Illinois
$520K +$32K +1,908 +7%
BCM
1322
Birmingham Capital Management
Alabama
$520K -$91.1K -5,430 -15%
FB
1323
First Bancorp
Maine
$520K +$17.5K +1,041 +3%
KP
1324
Keel Point
Alabama
$519K +$33.2K +1,981 +7%
Jones Financial Companies
1325
Jones Financial Companies
Missouri
$519K +$81.9K +4,882 +19%