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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
BIA
1426
BHK Investment Advisors
Alabama
$466K -$62.7K -3,679 -11%
CIA
1427
Citadel Investment Advisory
Ohio
$465K +$37.7K +2,211 +8%
WAG
1428
Wallace Advisory Group
California
$465K
IIM
1429
InTrack Investment Management
Vermont
$464K +$264K +15,525 +114%
MIM
1430
Morningstar Investment Management
Illinois
$464K +$495K +29,085 New
BAG
1431
Briggs Advisory Group
Rhode Island
$464K -$3.22K -189 -0.6%
OPTFSNA
1432
Old Point Trust & Financial Services N A
Virginia
$462K -$50.7K -2,975 -9%
OP
1433
ORG Partners
Indiana
$460K +$122K +7,140 +33%
DE
1434
Day & Ennis
Georgia
$460K +$1.86K +109 +0.4%
QCG
1435
Quadrant Capital Group
Ohio
$460K -$256K -15,038 -34%
FCT
1436
First Community Trust
Iowa
$459K +$12K +703 +3%
PWA
1437
Providence Wealth Advisors
Illinois
$459K -$9.18K -539 -2%
NFG
1438
Nadler Financial Group
Illinois
$458K
PCA
1439
Peddock Capital Advisors
Massachusetts
$458K
SFG
1440
StrategIQ Financial Group
Indiana
$458K -$17.5K -1,027 -3%
RPC
1441
Rossmore Private Capital
Connecticut
$457K -$8.41K -494 -2%
SAM
1442
Seelaus Asset Management
New Jersey
$457K -$25.1K -1,473 -5%
CIA
1443
Choate Investment Advisors
Massachusetts
$457K +$103K +6,026 +27%
FB
1444
First Bancorp
Maine
$456K -$1.7K -100 -0.3%
HWM
1445
Hemington Wealth Management
Virginia
$454K +$163K +9,567 +51%
PIA
1446
Powell Investment Advisors
Florida
$453K -$20.3K -1,189 -4%
ACP
1447
Aveo Capital Partners
Colorado
$453K +$41.2K +2,420 +9%
MA
1448
Mezzasalma Advisors
New Jersey
$452K +$120K +7,065 +33%
IWN
1449
Independent Wealth Network
Iowa
$452K -$7.78K -457 -2%
CWC
1450
Carolinas Wealth Consulting
North Carolina
$450K +$170 +10 +0%

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.