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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
LI
1676
Lafayette Investments
Maryland
$326K -$1.26K -74 -0.4%
LS
1677
Leelyn Smith
Illinois
$326K +$9.62K +565 +3%
MSFP
1678
Mark Sheptoff Financial Planning
Connecticut
$323K -$509K -29,914 -60%
ACM
1679
Antonetti Capital Management
Florida
$323K +$34.1K +2,000 +11%
FG
1680
Foster Group
Iowa
$322K +$53.9K +3,166 +19%
UAML
1681
US Asset Management LLC
Pennsylvania
$322K -$273 -16 -0.1%
ST
1682
Sabal Trust
Florida
$322K -$52.1K -3,058 -13%
RWP
1683
Ridgecrest Wealth Partners
California
$322K -$160K -9,389 -32%
SP
1684
Successful Portfolios
Florida
$321K +$14.8K +867 +4%
BHWM
1685
Beaird Harris Wealth Management
Texas
$321K -$358 -21 -0.1%
BCMLT
1686
Beacon Capital Management LLC (Tennessee)
Tennessee
$321K +$15.7K +924 +5%
FFWA
1687
FRG Family Wealth Advisors
Washington
$321K -$91.3K -5,358 -21%
TWP
1688
Tower Wealth Partners
Pennsylvania
$320K
CFA
1689
Capstone Financial Advisors
Illinois
$319K +$92.1K +5,410 +37%
HFS
1690
HBC Financial Services
Washington
$319K +$102 +6 +0%
CA
1691
Cullinan Associates
Kentucky
$318K -$62.1K -3,645 -15%
FA
1692
Financial Advisors
Massachusetts
$318K -$7.07K -415 -2%
HCMG
1693
Howard Capital Management Group
California
$316K -$2.4K -141 -0.7%
FANJ
1694
Financial Architects (New Jersey)
New Jersey
$315K -$48.5K -2,845 -13%
EAM
1695
Evanson Asset Management
California
$315K -$2.33K -137 -0.7%
TF
1696
TimeScale Financial
Massachusetts
$314K -$6.44K -378 -2%
CFS
1697
CRA Financial Services
New Jersey
$314K +$37.9K +2,225 +13%
APG
1698
Abacus Planning Group
South Carolina
$314K -$30.4K -1,782 -8%
MWM
1699
Massachusetts Wealth Management
Massachusetts
$314K +$73.4K +4,311 +28%
WE
1700
Wealth Effects
Massachusetts
$313K +$4.55K +267 +1%

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.