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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
LFA
1501
Legacy Financial Advisors
Kentucky
$333K -$21.5K -1,465 -6%
WQ
1502
Wealth Quarterback
New Jersey
$331K -$12.6K -860 -4%
CIC
1503
Carnegie Investment Counsel
Ohio
$331K -$133K -9,084 -29%
CWM
1504
Cahaba Wealth Management
Georgia
$329K -$10.6K -721 -3%
XT
1505
XTX Topco
Cayman Islands
$329K +$90.2K +6,155 +39%
AF
1506
Advisornet Financial
Minnesota
$329K -$71.2K -4,855 -18%
WP
1507
WealthSource Partners
California
$329K -$45.8K -3,122 -12%
TCMP
1508
Thrive Capital Management (Pennsylvania)
Pennsylvania
$329K -$141K -9,603 -30%
FFBTD
1509
First Financial Bank - Trust Division
Ohio
$327K -$3.1M -211,803 -91%
WA
1510
Wealth Advisors
California
$327K +$2.07K +141 +0.7%
DAM
1511
Derbend Asset Management
Georgia
$327K -$13.2K -901 -4%
FP
1512
Financial Perspectives
Minnesota
$327K -$16.6K -1,131 -5%
SVWAG
1513
Sound View Wealth Advisors Group
Georgia
$327K -$88.1K -6,009 -22%
JGIA
1514
Jackson Grant Investment Advisers
Connecticut
$326K -$4.27K -291 -1%
BL
1515
Balentine LLC
Georgia
$326K -$83.1K -5,667 -21%
ROTUOC
1516
Regents of the University of California
California
$326K
PAG
1517
Powers Advisory Group
Illinois
$326K -$37.7K -2,573 -11%
SFWC
1518
Strategic Family Wealth Counselors
New Jersey
$325K +$8.21K +560 +3%
PA
1519
Prossimo Advisors
California
$325K -$1.99K -136 -0.6%
MYIA
1520
Mount Yale Investment Advisors
Colorado
$325K +$9.66K +659 +3%
GFG
1521
Goldstone Financial Group
Illinois
$325K -$23.2K -1,581 -7%
CRWM
1522
Castle Rock Wealth Management
California
$324K +$3.77K +257 +1%
RRA
1523
Round Rock Advisors
Connecticut
$324K -$293K -20,000 -48%
HWM
1524
Hohimer Wealth Management
Washington
$323K -$22K -1,500 -7%
MP
1525
McDonald Partners
Ohio
$323K -$333K -22,684 -51%

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.