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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
TFA
1726
Triad Financial Advisors
North Carolina
$303K -$4.68K -275 -1%
RWB
1727
RMR Wealth Builders
New Jersey
$302K +$30K +1,760 +10%
APW
1728
Aurora Private Wealth
New Jersey
$302K -$101K -5,905 -24%
GC
1729
Gratus Capital
Georgia
$301K +$322K +18,884 New
WBC
1730
West Branch Capital
Massachusetts
$301K +$19.8K +1,164 +7%
RGC
1731
Roberts, Glore & Co
Illinois
$301K -$43K -2,526 -12%
4WM
1732
44 Wealth Management
Oregon
$301K -$3.65K -214 -1%
AAS
1733
Annex Advisory Services
Wisconsin
$301K -$1.84K -108 -0.6%
MCM
1734
Maple Capital Management
Vermont
$301K -$13.7K -806 -4%
PTP
1735
Platform Technology Partners
New York
$300K -$72.4K -4,250 -18%
SAM
1736
Sawgrass Asset Management
Florida
$300K -$419K -24,605 -57%
KWM
1737
Keebeck Wealth Management
Illinois
$300K -$3.65K -214 -1%
GA
1738
Greytown Advisors
Florida
$299K
NCM
1739
NCM Capital Management
New Jersey
$298K -$3.41K -200 -1%
HFM
1740
Hartford Financial Management
Connecticut
$298K +$101K +5,934 +47%
WKWM
1741
Walter & Keenan Wealth Management
Indiana
$298K -$25.9K -1,518 -8%
GCMG
1742
Gyroscope Capital Management Group
Florida
$296K -$34.1K -2,000 -10%
ACA
1743
Ascension Capital Advisors
Texas
$294K
LAM
1744
L2 Asset Management
Massachusetts
$294K +$25K +1,467 +9%
MSWM
1745
McGlone Suttner Wealth Management
Wisconsin
$294K +$11.8K +690 +4%
APC
1746
Aspire Private Capital
North Carolina
$294K +$59.6K +3,501 +23%
FFG
1747
Fortem Financial Group
California
$294K +$137K +8,015 +77%
SWP
1748
ShoreHaven Wealth Partners
New Jersey
$294K -$8.99K -528 -3%
KWA
1749
Kellett Wealth Advisors
Ohio
$293K +$313K +18,398 New
MMC
1750
Mizuho Markets Cayman
Cayman Islands
$293K +$313K +18,394 New

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.