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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
BWM
1601
BerganKDV Wealth Management
Minnesota
$363K -$19.3K -1,134 -5%
SQA
1602
Simon Quick Advisors
New Jersey
$363K -$8.72K -512 -2%
IAG
1603
Investment Advisory Group
Massachusetts
$362K +$105K +6,165 +37%
TFA
1604
Teamwork Financial Advisors
Texas
$362K -$18.9K -1,108 -5%
RWMG
1605
Redwood Wealth Management Group
New Jersey
$361K -$17.5K -1,030 -4%
DAM
1606
Derbend Asset Management
Georgia
$361K +$24.6K +1,445 +7%
CWM
1607
Cahaba Wealth Management
Georgia
$361K -$52.1K -3,060 -12%
FFA
1608
Fragasso Financial Advisors
Pennsylvania
$361K +$57.2K +3,359 +17%
CRWM
1609
Castle Rock Wealth Management
California
$361K
WB
1610
Webster Bank
Connecticut
$360K -$154K -9,052 -29%
SAA
1611
Southeast Asset Advisors
Georgia
$360K +$835 +49 +0.2%
HGWM
1612
Horst & Graben Wealth Management
Oregon
$360K +$4.92K +289 +1%
BWM
1613
Bulltick Wealth Management
Florida
$360K +$98.1K +5,761 +34%
TWP
1614
Tempus Wealth Planning
California
$359K -$26.3K -1,544 -6%
GWS
1615
Glassman Wealth Services
Virginia
$358K +$138K +8,093 +56%
SB
1616
Sunflower Bank
Texas
$357K -$25.1K -1,475 -6%
UCI
1617
Uncommon Cents Investing
Wisconsin
$356K +$112K +6,577 +42%
SWM
1618
Sugarloaf Wealth Management
Georgia
$356K -$32.8K -1,928 -8%
SEC
1619
Seven Eight Capital
New York
$356K +$381K +22,346 New
PSP
1620
Pacific Sage Partners
Washington
$355K +$11.1K +654 +3%
OLA
1621
Oliver Luxxe Assets
New Jersey
$353K +$8.69K +510 +2%
BCG
1622
Breakwater Capital Group
New Jersey
$353K +$161K +9,466 +75%
JGIA
1623
Jackson Grant Investment Advisers
Connecticut
$351K -$38.2K -2,242 -9%
WP
1624
WealthShield Partners
North Carolina
$350K -$14.3K -842 -4%
NRI
1625
NFP Retirement Inc
California
$349K +$1.14K +67 +0.3%

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.