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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
SN
1451
Sittner & Nelson
Oregon
$360K +$132 +9 +0%
HFBOT
1452
Home Federal Bank of Tennessee
Tennessee
$359K -$32.6K -2,224 -9%
HGWM
1453
Horst & Graben Wealth Management
Oregon
$359K +$19.5K +1,331 +6%
FNT
1454
First Nebraska Trust
Nebraska
$359K +$12K +822 +4%
TFA
1455
Teamwork Financial Advisors
Texas
$359K +$17.7K +1,206 +5%
PP
1456
PFS Partners
New Jersey
$359K +$11.1K +760 +3%
SC
1457
SouthState Corp
Florida
$358K -$41.3K -2,815 -11%
JWBC
1458
J.W. Burns & Co
New York
$357K
HFS
1459
HBC Financial Services
Washington
$356K +$103 +7 +0%
CAG
1460
Crestwood Advisors Group
Massachusetts
$356K +$347K +23,695 New
CIM
1461
CIM Investment Management
Pennsylvania
$356K -$8.14K -555 -2%
EFL
1462
ERn Financial LLC
Wisconsin
$356K +$264 +18 +0.1%
CPA
1463
Cardiff Park Advisors
California
$355K -$27.4K -1,872 -7%
PFA
1464
Peak Financial Advisors
Colorado
$355K +$2.35K +160 +0.7%
DWP
1465
Daymark Wealth Partners
Ohio
$354K -$231K -15,762 -40%
CCM
1466
Carlson Capital Management
Minnesota
$354K -$4.38K -299 -1%
BCP
1467
Berkeley Capital Partners
Georgia
$353K -$16K -1,093 -4%
CWP
1468
CFM Wealth Partners
Texas
$352K -$54.2K -3,698 -14%
HG
1469
Harbor Group
New Hampshire
$352K -$132 -9 -0%
VBCG
1470
Valley Brook Capital Group
Pennsylvania
$351K +$2.2K +150 +0.6%
RW
1471
Rede Wealth
Virginia
$350K -$12.8K -875 -4%
ABLA
1472
Alan B. Lancz & Associates
Ohio
$350K -$14.7K -1,000 -4%
SIC
1473
Samalin Investment Counsel
New York
$350K +$93.3K +6,368 +38%
RPWA
1474
Regent Peak Wealth Advisors
Georgia
$350K +$141K +9,624 +70%
DWM
1475
Dorchester Wealth Management
Quebec, Canada
$350K -$16K -1,090 -4%

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.