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
CAL
1326
Capital Analysts LLC
Pennsylvania
$441K +$22.8K +1,557 +6%
ACM
1327
Alethea Capital Management
Washington
$440K +$430K +29,326 New
CBT
1328
CoreFirst Bank & Trust
Kansas
$440K -$188K -12,813 -30%
CI
1329
CX Institutional
Indiana
$440K -$2.97M -202,474 -87%
CWM
1330
Congress Wealth Management
Massachusetts
$439K +$119K +8,138 +39%
MWA
1331
Meridian Wealth Advisors
Texas
$438K -$27.3K -1,864 -6%
WCFA
1332
Walkner Condon Financial Advisors
Wisconsin
$438K +$427K +29,151 New
MIM
1333
Morningstar Investment Management
Illinois
$437K
CFA
1334
Capstone Financial Advisors
Illinois
$437K +$133K +9,046 +45%
JGUA
1335
John G. Ullman & Associates
New York
$437K -$207K -14,136 -33%
AC
1336
Abbrea Capital
California
$436K -$53.8K -3,673 -11%
RI
1337
Ridgewood Investments
New Jersey
$436K -$22.8K -1,554 -5%
KP
1338
Keel Point
Alabama
$435K +$45.4K +3,099 +12%
LWM
1339
Laidlaw Wealth Management
New York
$434K -$319K -21,786 -43%
BCG
1340
Breakwater Capital Group
New Jersey
$434K +$83.5K +5,699 +26%
SPW
1341
Sonoma Private Wealth
California
$432K +$84.8K +5,784 +25%
FDDB
1342
Fidelity D&D Bancorp
Pennsylvania
$432K +$422K +28,783 New
CIA
1343
Citadel Investment Advisory
Ohio
$432K -$5.73K -391 -1%
BAG
1344
Briggs Advisory Group
Rhode Island
$432K -$4.91K -335 -1%
RPC
1345
Rossmore Private Capital
Connecticut
$431K
NFA
1346
Northern Financial Advisors
Michigan
$430K -$84.7K -5,778 -17%
SAM
1347
Seelaus Asset Management
New Jersey
$430K -$733 -50 -0.2%
PCP
1348
Proficio Capital Partners
Massachusetts
$429K +$133K +9,102 +47%
FCT
1349
First Community Trust
Iowa
$427K -$4.84K -330 -1%
CA
1350
Capital Advantage
California
$426K +$11.9K +810 +3%

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.