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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
CS
1376
Capital Square
Tennessee
$501K +$664 +39 +0.1%
FCA
1377
FLC Capital Advisors
California
$498K -$164K -9,610 -24%
RDWM
1378
Red Door Wealth Management
Tennessee
$498K +$8.35K +490 +2%
P
1379
Pitcairn
Pennsylvania
$497K -$187K -10,953 -26%
RSVP
1380
Ramsay Stattman Vela & Price
Colorado
$496K -$45.3K -2,660 -8%
CIC
1381
Carnegie Investment Counsel
Ohio
$496K -$372K -21,854 -41%
SEP
1382
Southland Equity Partners
Missouri
$495K -$46.6K -2,738 -8%
MWA
1383
Meridian Wealth Advisors
Texas
$495K -$51.1K -3,000 -9%
CA
1384
Claro Advisors
Massachusetts
$494K -$26.5K -1,553 -5%
SXL
1385
Summit X LLC
Missouri
$494K -$36K -2,111 -6%
FFA
1386
Farther Finance Advisors
California
$494K -$1.99K -117 -0.4%
Fayez Sarofim & Co
1387
Fayez Sarofim & Co
Texas
$493K -$18.1K -1,061 -3%
BCM
1388
Birmingham Capital Management
Alabama
$492K -$205K -12,020 -28%
MAM
1389
Mystic Asset Management
Rhode Island
$491K
QFA
1390
Quattro Financial Advisors
Texas
$490K +$524K +30,750 New
DWM
1391
Drive Wealth Management
Utah
$489K -$131K -7,700 -20%
ICG
1392
InterOcean Capital Group
Tennessee
$488K -$18.3K -1,076 -3%
RI
1393
Ridgewood Investments
New Jersey
$488K -$9.23K -542 -2%
LNB
1394
Ledyard National Bank
$487K +$37.6K +2,209 +8%
SWIM
1395
Smallwood Wealth Investment Management
New Jersey
$487K +$290 +17 +0.1%
FIB
1396
First Interstate Bank
Montana
$484K -$9.03K -530 -2%
FGA
1397
Fortis Group Advisors
New Jersey
$484K -$375 -22 -0.1%
NCM
1398
Novare Capital Management
North Carolina
$483K +$7.1K +417 +1%
CCP
1399
Cassia Capital Partners
North Carolina
$483K +$189K +11,107 +58%
CCIA
1400
Campbell & Co Investment Adviser
Maryland
$483K +$239K +14,060 +87%

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.