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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
BHIA
1701
Birch Hill Investment Advisors
Massachusetts
$313K -$77.9K -4,571 -19%
WRPWM
1702
Werba Rubin Papier Wealth Management
California
$313K +$334K +19,608 New
AC
1703
AXQ Capital
New Jersey
$313K +$334K +19,600 New
GFPC
1704
Global Financial Private Client
Florida
$312K +$426 +25 +0.1%
GPI
1705
General Partner Inc
Pennsylvania
$311K
TPWM
1706
Twelve Points Wealth Management
Massachusetts
$310K +$9.91K +582 +3%
RMAM
1707
Raab & Moskowitz Asset Management
New Jersey
$310K +$1.47K +86 +0.4%
NRD
1708
Nebula Research & Development
New York
$310K +$47.3K +2,777 +17%
PCP
1709
Proficio Capital Partners
Massachusetts
$310K -$129K -7,563 -28%
TFS
1710
Thoroughbred Financial Services
Tennessee
$309K +$149K +8,748 +82%
GWANC
1711
Guardian Wealth Advisors (North Carolina)
North Carolina
$309K -$34.9K -2,047 -10%
TIA
1712
Tiemann Investment Advisors
California
$309K -$17.9K -1,050 -5%
CA
1713
Claris Advisors
Missouri
$308K +$329K +19,310 New
AAM
1714
Aureus Asset Management
Massachusetts
$308K +$30.9K +1,816 +10%
CHP
1715
Cable Hill Partners
Oregon
$308K -$54.7K -3,212 -14%
KIG
1716
Kennedy Investment Group
New Jersey
$307K +$111K +6,518 +51%
AA
1717
Alta Advisers
United Kingdom
$306K
PCM
1718
Princeton Capital Management
New Jersey
$306K -$29K -1,700 -8%
CA
1719
CapWealth Advisors
Tennessee
$306K +$153K +8,959 +88%
MF
1720
Manchester Financial
California
$305K -$5.18K -304 -2%
WTA
1721
Washington Trust Advisors
Massachusetts
$305K -$8.19K -481 -2%
AWM
1722
Avaii Wealth Management
Wisconsin
$305K -$19.9K -1,168 -6%
VP
1723
Verum Partners
North Carolina
$305K +$325K +19,099 New
Cohen & Steers
1724
Cohen & Steers
New York
$304K
HAM
1725
Hedges Asset Management
Nevada
$304K +$68.1K +4,000 +27%

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.