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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
CAC
1451
Certified Advisory Corp
Florida
$448K -$34 -2 -0%
GC
1452
Garde Capital
Washington
$448K +$479K +28,119 New
VF
1453
Vista Finance
Missouri
$446K +$443 +26 +0.1%
RCM
1454
RB Capital Management
Nevada
$445K -$11.3K -665 -2%
WCM
1455
Whitener Capital Management
North Carolina
$445K -$63.8K -3,747 -12%
OFS
1456
OneAscent Financial Services
Alabama
$445K +$69.7K +4,092 +17%
CBA
1457
Coastal Bridge Advisors
Connecticut
$444K +$579 +34 +0.1%
CAL
1458
Capital Analysts LLC
Pennsylvania
$444K -$17.2K -1,009 -4%
LJAC
1459
L.J. Altfest & Co
New York
$443K -$193K -11,311 -29%
CWM
1460
Chesapeake Wealth Management
Virginia
$443K -$26.4K -1,549 -5%
FTWA
1461
Fifth Third Wealth Advisors
Ohio
$443K +$473K +27,753 New
BIA
1462
Beacon Investment Advisors
Maryland
$443K -$229K -13,448 -33%
SVWAG
1463
Sound View Wealth Advisors Group
Georgia
$443K -$6.35K -373 -1%
SRC
1464
Shufro Rose & Co
New York
$442K -$36.3K -2,131 -7%
VFPW
1465
Vantage Financial Partners (Wisconsin)
Wisconsin
$442K +$18.9K +1,111 +4%
SWS
1466
SYSTM Wealth Solutions
Illinois
$442K +$141K +8,307 +43%
CCG
1467
Ceeto Capital Group
Florida
$442K
AJ
1468
Ashburton (Jersey)
Jersey
$441K -$139K -8,170 -23%
WPC
1469
Wedmont Private Capital
Pennsylvania
$441K -$398K -23,396 -43%
FBT
1470
First Bankers Trust
Kentucky
$440K -$4.39K -258 -0.9%
NSG
1471
Nalls Sherbakoff Group
Tennessee
$440K +$89.9K +5,277 +23%
CAAM
1472
Cornerstone Advisors Asset Management
Pennsylvania
$440K +$470K +27,572 New
LWM
1473
Liberty Wealth Management
California
$440K -$55.6K -3,265 -11%
CG
1474
CFO4Life Group
Texas
$439K +$21.9K +1,288 +5%
ML
1475
McAdam LLC
Pennsylvania
$439K +$46.8K +2,747 +11%

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.