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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
GP
1551
Girard Partners
Pennsylvania
$312K -$5.73K -391 -2%
MA
1552
MBA Advisors
Pennsylvania
$311K -$11.2K -761 -4%
CAGAS
1553
Capital Advisory Group Advisory Services
Minnesota
$311K -$3.94K -269 -1%
WP
1554
WealthShield Partners
North Carolina
$310K -$19.4K -1,325 -6%
LI
1555
Lafayette Investments
Maryland
$310K +$2.93K +200 +1%
APG
1556
Abacus Planning Group
South Carolina
$310K +$13.5K +918 +5%
YCM
1557
Yakira Capital Management
Connecticut
$309K
CIC
1558
Cutler Investment Counsel
Oregon
$308K +$117 +8 +0%
LAM
1559
L2 Asset Management
Massachusetts
$308K -$267K -18,209 -99%
BTW
1560
Boston Trust Walden
Massachusetts
$308K
COCM
1561
Charter Oak Capital Management
New Hampshire
$308K -$46.2K -3,150 -13%
BCM
1562
Becker Capital Management
Oregon
$308K -$279K -19,040 -48%
BHWM
1563
Beaird Harris Wealth Management
Texas
$306K +$3.55K +242 +1%
OLA
1564
Oliver Luxxe Assets
New Jersey
$306K -$26.2K -1,789 -8%
LWA
1565
Lineweaver Wealth Advisors
Ohio
$304K -$40.2K -2,740 -12%
MA
1566
Mezzasalma Advisors
New Jersey
$304K -$118K -8,075 -29%
ILI
1567
Invesco LLC (Illinois)
Illinois
$304K -$561K -38,265 -65%
ST
1568
Sabal Trust
Florida
$303K
NGA
1569
Naples Global Advisors
Florida
$302K -$43.3K -2,954 -13%
HT
1570
Heritage Trust
Oklahoma
$302K -$99.7K -6,800 -25%
QFA
1571
Quantum Financial Advisors
California
$302K +$295K +20,096 New
TWP
1572
Tower Wealth Partners
Pennsylvania
$302K
PFSC
1573
Peoples Financial Services Corp
Pennsylvania
$301K -$20.5K -1,400 -7%
FA
1574
Financial Advisors
Massachusetts
$300K +$469 +32 +0.2%
CS
1575
Cannell & Spears
New York
$298K -$99.8K -6,811 -26%

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.