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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
ML
1351
McAdam LLC
Pennsylvania
$426K +$12.4K +846 +3%
CWA
1352
Centennial Wealth Advisory
Michigan
$426K -$51.6K -3,522 -11%
PIA
1353
Powell Investment Advisors
Florida
$425K -$1.94K -132 -0.5%
JE
1354
JMAC Enterprises
Pennsylvania
$425K -$129K -8,826 -24%
DS
1355
DRW Securities
Illinois
$424K +$113K +7,713 +38%
VNA
1356
Valley National Advisers
Pennsylvania
$423K -$18.5K -1,265 -4%
DWT
1357
Dorsey & Whitney Trust
South Dakota
$423K -$152K -10,372 -27%
MWM
1358
Mattern Wealth Management
Kansas
$423K -$131K -8,937 -24%
WAG
1359
Wallace Advisory Group
California
$422K +$33.7K +2,299 +10%
LA
1360
Legacy Advisors
Pennsylvania
$421K +$411K +28,059 New
ARG
1361
Advisory Resource Group
Oklahoma
$421K -$227K -15,477 -36%
CG
1362
CFO4Life Group
Texas
$421K +$6.67K +455 +2%
OFS
1363
OneAscent Financial Services
Alabama
$420K +$454 +31 +0.1%
IWN
1364
Independent Wealth Network
Iowa
$420K -$5.32K -363 -1%
SRC
1365
Shufro Rose & Co
New York
$417K
AFAS
1366
Acorn Financial Advisory Services
Virginia
$416K +$105K +7,151 +35%
PCA
1367
Pallas Capital Advisors
Massachusetts
$415K +$195K +13,329 +96%
HIP
1368
HUB Investment Partners
Texas
$414K +$3.28K +224 +0.8%
JF
1369
JSF Financial
California
$413K +$20.6K +1,408 +5%
CBFP
1370
Cedar Brook Financial Partners
Ohio
$413K -$135K -9,232 -25%
NFG
1371
Nadler Financial Group
Illinois
$410K -$21.1K -1,441 -5%
OWM
1372
OneAscent Wealth Management
Alabama
$410K +$27.7K +1,892 +7%
BBA
1373
Baader Bank Aktiengesellschaft
Germany
$410K +$324K +22,124 +402%
GA
1374
Geller Advisors
New York
$410K +$17.2K +1,176 +5%
TWM
1375
Thrive Wealth Management
Pennsylvania
$409K +$24.4K +1,667 +7%

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.