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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
SFI
1626
SPC Financial Inc
Maryland
$348K -$28.8K -1,692 -7%
LFG
1627
Larson Financial Group
Missouri
$348K -$22.6K -1,324 -6%
HI
1628
Hoey Investments
Pennsylvania
$348K +$192K +11,300 +108%
KWA
1629
Kingswood Wealth Advisors
California
$347K +$371K +21,762 New
PA
1630
Prossimo Advisors
California
$347K -$3.87K -227 -1%
PSC
1631
Prentiss Smith & Co
Vermont
$346K +$20.3K +1,191 +6%
ROTUOC
1632
Regents of the University of California
California
$346K
RIA
1633
Retirement Investment Advisors
Oklahoma
$345K -$467K -27,405 -56%
SAM
1634
SignalPoint Asset Management
Missouri
$344K -$63.2K -3,708 -15%
SA
1635
Scarborough Advisors
Maryland
$343K +$5.01K +294 +1%
MA
1636
MBA Advisors
Pennsylvania
$343K -$43K -2,527 -11%
AC
1637
Apella Capital
Connecticut
$342K +$366K +21,468 New
CIA
1638
Cape Investment Advisory
Georgia
$342K +$38.7K +2,272 +12%
PFSC
1639
Peoples Financial Services Corp
Pennsylvania
$342K -$30K -1,761 -8%
QIM
1640
Quest Investment Management
Oregon
$342K -$39.5K -2,320 -10%
CIA
1641
Cohen Investment Advisors
New Hampshire
$341K -$1.11M -65,076 -75%
MWP
1642
Madison Wealth Partners
Wisconsin
$341K -$20.5K -1,206 -5%
JFG
1643
Jefferies Financial Group
New York
$340K -$666K -39,079 -65%
EW
1644
Evoke Wealth
California
$340K +$18.8K +1,103 +5%
WI
1645
Wedgewood Investors
Pennsylvania
$340K -$17K -1,000 -4%
WDG
1646
Wealth Dimensions Group
Ohio
$339K +$7.7K +452 +2%
LG
1647
LaFleur & Godfrey
Michigan
$338K -$238K -13,993 -40%
CG
1648
Cutler Group
California
$338K +$9.11K +535 +3%
GP
1649
Girard Partners
Pennsylvania
$338K -$11.5K -674 -3%
BWM
1650
Baystate Wealth Management
Massachusetts
$337K -$66K -3,878 -15%

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.