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2,396 hedge funds and large institutions have $62.8B invested in AT&T in 2023 Q2 according to their latest regulatory filings, with 177 funds opening new positions, 927 increasing their positions, 1,102 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $871M | Put options by funds: $726M

13% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 156

0% more funds holding

Funds holding: 2,3942,396 (+2)

0.71% less ownership

Funds ownership: 55.56%54.85% (-0.71%)

16% less repeat investments, than reductions

Existing positions increased: 927 | Existing positions reduced: 1,102

18% less capital invested

Capital invested by funds: $76.5B → $62.8B (-$13.7B)

44% less funds holding in top 10

Funds holding in top 10: 4827 (-21)

Holders
2,396
Holders Change
+2
Holders Change %
+0.08%
% of All Funds
37.61%
Holding in Top 10
27
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-43.75%
% of All Funds
0.42%
New
177
Increased
927
Reduced
1,102
Closed
156
Calls
$871M
Puts
$726M
Net Calls
+$145M
Net Calls Change
-$474M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
1351
Appleton Partners
Massachusetts
$522K -$1.66M -97,352 -75%
AC
1352
Abbrea Capital
California
$522K -$33.2K -1,951 -6%
AAS
1353
Ameritas Advisory Services
Nebraska
$522K -$1.59M -93,375 -74%
KWMG
1354
King Wealth Management Group
Florida
$521K
PWMAG
1355
Pinnacle Wealth Management Advisory Group
New Jersey
$520K -$347K -20,386 -38%
ETC
1356
Exchange Traded Concepts
Oklahoma
$520K -$66.9K -3,929 -11%
CWP
1357
Cyndeo Wealth Partners
Florida
$515K -$158K -9,276 -22%
IAA
1358
Ironsides Asset Advisors
North Carolina
$515K +$177K +10,385 +46%
ADMI
1359
Albert D. Mason Inc
Massachusetts
$514K +$78.4K +4,601 +17%
RSWM
1360
Robertson Stephens Wealth Management
California
$513K -$148K -8,715 -21%
KOC
1361
Koss-Olinger Consulting
Florida
$511K +$715 +42 +0.1%
CGA
1362
Crescent Grove Advisors
Illinois
$510K +$212K +12,425 +63%
WAM
1363
Westport Asset Management
Connecticut
$509K
BTI
1364
Blue Trust Inc
Georgia
$509K -$111K -6,515 -20%
CWA
1365
Centennial Wealth Advisory
Michigan
$508K +$10.3K +607 +2%
MA
1366
MCF Advisors
Kentucky
$508K -$71.6K -4,201 -12%
EWM
1367
Evercore Wealth Management
New York
$508K -$189K -11,110 -26%
RMDI
1368
R.M. Davis Inc
Maine
$507K -$49.9K -2,928 -8%
SC
1369
Schubert & Co
Texas
$506K -$1.65K -97 -0.3%
WP
1370
Westmount Partners
California
$504K -$71.4K -4,190 -12%
TCMP
1371
Thrive Capital Management (Pennsylvania)
Pennsylvania
$503K +$70.3K +4,128 +15%
Jones Financial Companies
1372
Jones Financial Companies
Missouri
$502K -$151K -8,837 -22%
KFI
1373
Key Financial Inc
Pennsylvania
$501K +$28.9K +1,698 +6%
AAIS
1374
ABN AMRO Investment Solutions
$501K
WWM
1375
Windsor Wealth Management
Indiana
$501K +$43K +2,525 +9%

T Hedge Fund Activity: Q2 2023 in Review

2,396 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2023, worth a combined $62.8B — down 18% from $76.5B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new T positions and 156 closed out — a net gain of 21 holders — while 927 added to existing stakes and 1,102 trimmed.

The largest buyer was BlackRock, adding an estimated $198M. The largest seller was Citadel Advisors, cutting an estimated $431M.

  • 2,396 institutional investors held AT&T (T) as of Q2 2023, up from 2,394 in Q1 2023.
  • Funds reported $62.8B of AT&T stock for Q2 2023, down 18% quarter-over-quarter.
  • 177 funds opened new AT&T positions in Q2 2023 and 156 closed out, a net change of +21 holders.
  • The largest AT&T buyer in Q2 2023 was BlackRock, an estimated $198M added.
  • The largest AT&T seller in Q2 2023 was Citadel Advisors, an estimated $431M sold.

Based on aggregated 13F filings for Q2 2023.