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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
MPI
1551
Mairs & Power Inc
Minnesota
$389K -$15K -882 -3%
DWM
1552
Dorchester Wealth Management
Quebec, Canada
$389K -$6.68K -392 -2%
MFWP
1553
Mosaic Family Wealth Partners
Missouri
$389K -$4.6K -270 -1%
ABLA
1554
Alan B. Lancz & Associates
Ohio
$388K
GWP
1555
Gateway Wealth Partners
Wisconsin
$387K +$17K +997 +4%
PAG
1556
Powers Advisory Group
Illinois
$387K -$7.07K -415 -2%
CIM
1557
CIM Investment Management
Pennsylvania
$387K +$1.02K +60 +0.2%
FPCG
1558
Forum Private Client Group
Indiana
$386K +$8.79K +516 +2%
RW
1559
Rede Wealth
Virginia
$386K -$32.4K -1,900 -7%
PP
1560
PDS Planning
Ohio
$384K -$138K -8,097 -25%
SN
1561
Sittner & Nelson
Oregon
$382K -$221K -12,950 -35%
APIM
1562
Agate Pass Investment Management
Washington
$381K +$8.52K +500 +2%
SAM
1563
S.A. Mason
Michigan
$381K
CCM
1564
Carlson Capital Management
Minnesota
$380K +$5.16K +303 +1%
SFG
1565
SevenBridge Financial Group
Pennsylvania
$380K -$189K -11,121 -32%
HCM
1566
Howland Capital Management
Massachusetts
$379K -$10.2K -599 -2%
JWBC
1567
J.W. Burns & Co
New York
$379K -$12.2K -715 -3%
EFG
1568
Everhart Financial Group
Ohio
$378K +$160K +9,370 +65%
EFL
1569
ERn Financial LLC
Wisconsin
$377K -$19.6K -1,152 -5%
PB
1570
Pinnacle Bancorp
Nebraska
$377K +$30.7K +1,800 +8%
HDIM
1571
Hanson & Doremus Investment Management
Vermont
$377K -$167K -9,828 -29%
COCM
1572
Charter Oak Capital Management
New Hampshire
$377K -$1.64K -96 -0.4%
LFA
1573
Legacy Financial Advisors
Kentucky
$377K -$244K -14,344 -38%
PFA
1574
Peak Financial Advisors
Colorado
$374K +$116K +6,814 +41%
AWA
1575
Arkadios Wealth Advisors
Georgia
$373K -$9.44K -554 -2%

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.