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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
SFWC
1651
Strategic Family Wealth Counselors
New Jersey
$336K +$106K +6,240 +42%
CWM
1652
Congress Wealth Management
Massachusetts
$336K +$2.79K +164 +0.8%
CAGAS
1653
Capital Advisory Group Advisory Services
Minnesota
$335K +$12.3K +720 +4%
CM
1654
Cercano Management
Washington
$335K
WCG
1655
Weaver Consulting Group
California
$335K -$11.4K -668 -3%
MYIA
1656
Mount Yale Investment Advisors
Colorado
$334K +$6.56K +385 +2%
HT
1657
HAP Trading
New York
$334K +$357K +20,967 New
ClearBridge Investments
1658
ClearBridge Investments
New York
$332K -$361K -21,188 -50%
FPWM
1659
FSB Premier Wealth Management
Iowa
$332K -$7.9K -464 -2%
FZCM
1660
Flynn Zito Capital Management
New York
$332K +$29.7K +1,745 +9%
SWA
1661
SOA Wealth Advisors
New York
$331K -$1.41K -83 -0.4%
BFA
1662
Beaumont Financial Advisors
Massachusetts
$331K +$9.83K +577 +3%
MPWT
1663
MassMutual Private Wealth & Trust
Connecticut
$329K -$28.9K -1,696 -8%
AFAS
1664
Acorn Financial Advisory Services
Virginia
$329K +$14.3K +840 +4%
SWP
1665
Summit Wealth Partners
Florida
$328K -$1.67K -98 -0.5%
BFAG
1666
Blackston Financial Advisory Group
Florida
$328K -$14.5K -854 -4%
HAIM
1667
Hunter Associates Investment Management
Pennsylvania
$328K -$8.46K -497 -2%
DS
1668
DRW Securities
Illinois
$328K +$350K +20,548 New
YCM
1669
Yakira Capital Management
Connecticut
$328K
CIC
1670
Cutler Investment Counsel
Oregon
$327K -$28K -1,645 -7%
BTW
1671
Boston Trust Walden
Massachusetts
$327K -$87.8K -5,154 -20%
WA
1672
Wealth Advisors
California
$327K +$368K +21,608 New
WTB
1673
Washington Trust Bank
Washington
$326K +$8.84K +519 +3%
SA
1674
Syntax Advisors
New York
$326K +$113K +6,619 +48%
VCG
1675
Vantage Consulting Group
Virginia
$326K +$113K +6,619 +48%

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.