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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
JSL
1401
JT Stratford LLC
Georgia
$393K -$15.6K -1,062 -4%
LF
1402
Lantz Financial
Illinois
$392K -$360K -24,544 -48%
BWP
1403
BSW Wealth Partners
Colorado
$392K +$40K +2,731 +12%
PWA
1404
Providence Wealth Advisors
Illinois
$392K -$27.1K -1,852 -6%
Jones Financial Companies
1405
Jones Financial Companies
Missouri
$391K -$79.3K -5,409 -17%
JC
1406
JB Capital
Connecticut
$391K -$12K -819 -3%
CIAS
1407
CFS Investment Advisory Services
New Jersey
$390K +$158K +10,770 +71%
CFA
1408
CWS Financial Advisors
Michigan
$390K +$2.23K +152 +0.6%
LFG
1409
Larson Financial Group
Missouri
$389K +$59.8K +4,081 +19%
CIC
1410
Crawford Investment Counsel
Georgia
$387K -$15.6M -1,065,933 -98%
CG
1411
Cutler Group
California
$387K +$67.1K +4,577 +22%
BIA
1412
Beacon Investment Advisors
Maryland
$386K -$30K -2,046 -7%
BMC
1413
Benin Management Corp
Connecticut
$386K -$17.5K -1,192 -4%
SQA
1414
Simon Quick Advisors
New Jersey
$386K +$43K +2,935 +13%
GDP
1415
Great Diamond Partners
Maine
$384K +$188K +12,850 +101%
FOFP
1416
Fee-Only Financial Planning
South Carolina
$384K
Members Trust
1417
Members Trust
Florida
$384K -$29 -2 -0%
SA
1418
Scarborough Advisors
Maryland
$384K +$59K +4,028 +19%
NAMP
1419
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$383K
AC
1420
AlphaCore Capital
California
$381K -$13.1K -896 -3%
UCI
1421
Uncommon Cents Investing
Wisconsin
$381K +$44.5K +3,039 +14%
SFG
1422
StrategIQ Financial Group
Indiana
$381K -$48.6K -3,314 -12%
AO
1423
Advisor OS
Illinois
$381K +$144K +9,820 +63%
ESB
1424
Essex Savings Bank
Connecticut
$381K +$59 +4 +0%
FBC
1425
Fairfield, Bush & Co
Connecticut
$379K -$531K -36,239 -59%

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.