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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
SP
1526
Successful Portfolios
Florida
$323K +$20K +1,362 +7%
MCWS
1527
McKinley Carter Wealth Services
West Virginia
$323K -$64.1K -4,371 -17%
SAM
1528
SignalPoint Asset Management
Missouri
$322K -$1.8K -123 -0.6%
RCM
1529
RB Capital Management
Nevada
$322K -$94.9K -6,474 -23%
QIM
1530
Quest Investment Management
Oregon
$322K
HDIM
1531
Hanson & Doremus Investment Management
Vermont
$322K -$32.2K -2,195 -9%
BCMLT
1532
Beacon Capital Management LLC (Tennessee)
Tennessee
$321K
ONST
1533
Old North State Trust
North Carolina
$321K -$25.6K -1,747 -8%
CA
1534
Cullinan Associates
Kentucky
$321K +$20.5K +1,400 +7%
CA
1535
CapWealth Advisors
Tennessee
$321K +$31.9K +2,177 +11%
TWP
1536
Tempus Wealth Planning
California
$320K -$17.6K -1,199 -5%
BFAG
1537
Blackston Financial Advisory Group
Florida
$320K +$11.1K +756 +4%
IGWM
1538
ICA Group Wealth Management
Colorado
$319K -$53.3K -3,638 -15%
VA
1539
Valmark Advisers
Ohio
$319K -$129K -8,768 -29%
WKWM
1540
Walter & Keenan Wealth Management
Indiana
$318K +$37.1K +2,534 +14%
WI
1541
Wedgewood Investors
Pennsylvania
$317K -$2.61K -178 -0.8%
LWM
1542
Liberty Wealth Management
California
$317K -$95K -6,479 -24%
SWM
1543
Sugarloaf Wealth Management
Georgia
$317K -$18.5K -1,261 -6%
EAM
1544
Evanson Asset Management
California
$316K +$18.8K +1,285 +7%
AC
1545
Apella Capital
Connecticut
$315K -$6.9K -471 -2%
CWM
1546
Connecticut Wealth Management
Connecticut
$315K +$107K +7,278 +53%
SWP
1547
Summit Wealth Partners
Florida
$314K +$5.28K +360 +2%
LG
1548
LaFleur & Godfrey
Michigan
$314K -$4.16K -284 -1%
SWA
1549
SOA Wealth Advisors
New York
$314K +$2.29K +156 +0.8%
CAI
1550
Capital Advisors Inc
Oklahoma
$313K -$36.6K -2,498 -11%

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.