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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
HG
1576
Harbor Group
New Hampshire
$373K +$7.89K +463 +2%
CPSAC
1577
Chas P. Smith & Associates (CPS)
Florida
$373K +$72.4K +4,252 +22%
BWP
1578
BSW Wealth Partners
Colorado
$373K +$8.01K +470 +2%
BFM
1579
Boothbay Fund Management
New York
$373K -$4.51M -264,754 -92%
C
1580
CEDRUS
Colorado
$373K -$4.6K -270 -1%
CAI
1581
Capital Advisors Inc
Oklahoma
$372K -$64.2K -3,769 -14%
CRI
1582
Colonial River Investments
Virginia
$372K -$30K -1,759 -7%
VBCG
1583
Valley Brook Capital Group
Pennsylvania
$371K +$12.4K +731 +3%
AWS
1584
Arkfeld Wealth Strategies
Nebraska
$370K -$5.64M -331,241 -93%
GFG
1585
Goldstone Financial Group
Illinois
$370K +$129K +7,569 +48%
ONST
1586
Old North State Trust
North Carolina
$369K -$33K -1,935 -8%
PP
1587
PFS Partners
New Jersey
$369K -$1.7K -100 -0.4%
FNT
1588
First Nebraska Trust
Nebraska
$368K +$2.5K +147 +0.6%
NGA
1589
Naples Global Advisors
Florida
$368K -$117K -6,854 -23%
HWM
1590
Hohimer Wealth Management
Washington
$367K
SPW
1591
Sonoma Private Wealth
California
$367K +$136K +7,975 +53%
LWA
1592
Lineweaver Wealth Advisors
Ohio
$367K +$39.4K +2,314 +11%
WWP
1593
WR Wealth Planners
Missouri
$366K +$30.3K +1,780 +8%
WQ
1594
Wealth Quarterback
New Jersey
$365K +$8.46K +497 +2%
FP
1595
Financial Perspectives
Minnesota
$365K +$2.3K +135 +0.6%
BCA
1596
Bay Colony Advisors
Massachusetts
$365K -$589K -34,598 -60%
AWAG
1597
ARS Wealth Advisors Group
Florida
$364K +$67.3K +3,954 +21%
BFO
1598
Boston Family Office
Massachusetts
$364K +$49.2K +2,891 +14%
CFD
1599
Creative Financial Designs
Indiana
$364K +$21.3K +1,250 +6%
WEG
1600
World Equity Group
Illinois
$364K +$388K +22,799 New

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.