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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
HCMG
1576
Howard Capital Management Group
California
$298K
WWP
1577
WR Wealth Planners
Missouri
$297K -$46.2K -3,152 -14%
WCM
1578
Whitener Capital Management
North Carolina
$297K -$120K -8,155 -29%
IIA
1579
IPG Investment Advisors
California
$297K +$46.5K +3,173 +19%
CGA
1580
Crescent Grove Advisors
Illinois
$295K -$181K -12,330 -39%
AW
1581
Atlas Wealth
Ohio
$295K -$143K -9,730 -33%
CGH
1582
CMG Global Holdings
Texas
$294K -$506K -34,542 -64%
TFCP
1583
Twin Focus Capital Partners
Massachusetts
$293K -$239K -16,308 -45%
FCA
1584
FLC Capital Advisors
California
$293K -$171K -11,674 -37%
FPWM
1585
FSB Premier Wealth Management
Iowa
$293K -$19.2K -1,313 -6%
PIC
1586
Portland Investment Counsel
Ontario, Canada
$293K +$66K +4,500 +30%
SFI
1587
SPC Financial Inc
Maryland
$293K -$34.3K -2,338 -11%
MSWM
1588
McGlone Suttner Wealth Management
Wisconsin
$292K +$15K +1,026 +6%
VAM
1589
Verity Asset Management
North Carolina
$291K +$22.7K +1,547 +9%
CA
1590
Claris Advisors
Missouri
$290K
CPC
1591
Congress Park Capital
New York
$289K +$12.8K +875 +5%
ClearBridge Investments
1592
ClearBridge Investments
New York
$289K -$23.6K -1,613 -8%
AA
1593
Alta Advisers
United Kingdom
$288K
MA
1594
MCF Advisors
Kentucky
$287K -$186K -12,708 -40%
SAA
1595
Southeast Asset Advisors
Georgia
$287K -$50.4K -3,440 -15%
PTP
1596
Platform Technology Partners
New York
$287K -$8.53K -582 -3%
RB
1597
Renasant Bank
Mississippi
$287K -$82.9K -5,655 -23%
FFA
1598
Fragasso Financial Advisors
Pennsylvania
$287K -$51.9K -3,538 -16%
MF
1599
Manchester Financial
California
$286K -$1.07K -73 -0.4%
PPW
1600
Parcion Private Wealth
Washington
$286K -$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.