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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
LW
1651
Lauer Wealth
Indiana
$268K -$21.9K -1,495 -7%
IP
1652
Intellectus Partners
California
$267K +$25.8K +1,760 +11%
GWANC
1653
Guardian Wealth Advisors (North Carolina)
North Carolina
$266K -$23.9K -1,633 -8%
RWP
1654
Ridgecrest Wealth Partners
California
$266K -$36K -2,459 -12%
SA
1655
Strategic Advocates
Utah
$266K +$260K +17,718 New
APW
1656
Aurora Private Wealth
New Jersey
$266K -$17.1K -1,167 -6%
FG
1657
Foster Group
Iowa
$266K -$36.5K -2,491 -12%
SAM
1658
Sawgrass Asset Management
Florida
$264K -$18.1K -1,234 -7%
FMB
1659
Field & Main Bank
Kentucky
$263K +$183K +12,500 +249%
ECM
1660
Exchange Capital Management
Michigan
$263K
CFS
1661
CRA Financial Services
New Jersey
$262K -$32.9K -2,242 -11%
TFA
1662
Triad Financial Advisors
North Carolina
$262K -$22.3K -1,522 -8%
BWM
1663
Bulltick Wealth Management
Florida
$262K -$75.4K -5,144 -23%
NCM
1664
NCM Capital Management
New Jersey
$261K -$19.5K -1,328 -7%
AIM
1665
Acropolis Investment Management
Missouri
$260K +$44.6K +3,046 +21%
BFG
1666
Berger Financial Group
Minnesota
$260K +$23.4K +1,598 +10%
PGAM
1667
Princeton Global Asset Management
New Jersey
$260K -$12.6K -862 -5%
PCA
1668
Prosperity Capital Advisors
Ohio
$259K +$75.3K +5,139 +42%
MMHP
1669
Murphy Middleton Hinkle & Parker
Georgia
$259K -$8.27K -564 -3%
IDBONY
1670
Israel Discount Bank of New York
New York
$259K +$3.87K +264 +2%
Legacy Financial Group (Iowa)
1671
Legacy Financial Group (Iowa)
Iowa
$259K -$237K -16,185 -48%
JIP
1672
Jaffetilchin Investment Partners
Florida
$258K -$15.2K -1,037 -6%
PIMG
1673
Patriot Investment Management Group
Tennessee
$258K +$3.12K +213 +1%
BTIM
1674
BancFirst Trust & Investment Management
Oklahoma
$257K
LOAMU
1675
Lombard Odier Asset Management (USA)
New York
$257K -$1.36M -92,917 -84%

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.