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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
NSG
1376
Nalls Sherbakoff Group
Tennessee
$408K -$11.7K -797 -3%
BCA
1377
Bay Colony Advisors
Massachusetts
$408K +$63.2K +4,309 +19%
LIA
1378
LS Investment Advisors
Michigan
$407K +$18K +1,229 +5%
BFA
1379
Bill Few Associates
Pennsylvania
$407K -$5.88K -401 -1%
FBT
1380
First Bankers Trust
Kentucky
$407K -$7.68K -524 -2%
CWM
1381
Chesapeake Wealth Management
Virginia
$406K -$10.9K -742 -3%
MWM
1382
Massachusetts Wealth Management
Massachusetts
$405K +$107K +7,281 +37%
KIG
1383
Kennedy Investment Group
New Jersey
$404K +$112K +7,655 +40%
VF
1384
Vista Finance
Missouri
$402K -$17.1K -1,167 -4%
MRCM
1385
M&R Capital Management
New Jersey
$401K -$213K -14,546 -35%
CA
1386
Claro Advisors
Massachusetts
$400K -$63.2K -4,310 -14%
BHBT
1387
Burke & Herbert Bank & Trust
Virginia
$400K -$50K -3,412 -11%
ACP
1388
Aveo Capital Partners
Colorado
$399K -$26.9K -1,838 -6%
SIC
1389
Salem Investment Counselors
North Carolina
$399K -$602K -41,076 -61%
DJSG
1390
D.J. St. Germain
Massachusetts
$399K -$378K -25,760 -49%
SPWG
1391
Syntegra Private Wealth Group
Missouri
$399K -$41.9K -2,858 -10%
CHA
1392
Carmichael Hill & Associates
Maryland
$396K -$10K -683 -3%
Fayez Sarofim & Co
1393
Fayez Sarofim & Co
Texas
$395K -$67.6K -4,612 -15%
DFA
1394
Delta Financial Advisors
Louisiana
$395K -$29 -2 -0%
SCA
1395
SMH Capital Advisors
Texas
$395K -$45.1K -3,079 -10%
CWC
1396
Carolinas Wealth Consulting
North Carolina
$394K -$44.8K -3,059 -9%
GWP
1397
Gateway Wealth Partners
Wisconsin
$394K +$28.6K +1,954 +8%
PP
1398
PDS Planning
Ohio
$393K +$30.8K +2,104 +9%
BFO
1399
Boston Family Office
Massachusetts
$393K +$48.7K +3,321 +15%
NB
1400
Nicolet Bankshares
Wisconsin
$393K -$308K -21,026 -45%

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.