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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
SCM
1726
Sterneck Capital Management
Missouri
$241K -$16.4K -1,120 -7%
CIA
1727
Cohen Investment Advisors
New Hampshire
$241K -$78.6K -5,360 -25%
SWM
1728
Selective Wealth Management
Virginia
$240K -$12.1K -826 -5%
CWM
1729
Calamos Wealth Management
Illinois
$239K -$208K -14,190 -47%
MLFP
1730
MPS Loria Financial Planners
Illinois
$238K -$6.17K -421 -3%
JCM
1731
Jacobsen Capital Management
Utah
$238K +$233K +15,862 New
PM
1732
Penbrook Management
New York
$238K -$23.5K -1,600 -9%
BFA
1733
Beaumont Financial Advisors
Massachusetts
$238K -$72.1K -4,917 -24%
LWM
1734
Lodestone Wealth Management
Washington
$237K +$1.85K +126 +0.8%
MIM
1735
MTM Investment Management
South Carolina
$237K -$17.1K -1,164 -7%
CNBTD
1736
Citizens National Bank Trust Department
Mississippi
$237K -$11.7K -800 -5%
AC
1737
Avestar Capital
New York
$237K +$232K +15,795 New
CFSG
1738
Clark Financial Services Group
Missouri
$237K -$2.65K -181 -1%
LSA
1739
Lion Street Advisors
Texas
$237K -$233K -15,913 -50%
CFFP
1740
Center for Financial Planning
Michigan
$236K -$235 -16 -0.1%
TPWA
1741
TRUE Private Wealth Advisors
Oregon
$234K -$32.9K -2,244 -13%
PWM
1742
Paulson Wealth Management
Illinois
$233K -$12.9K -882 -5%
PB
1743
Pinnacle Bancorp
Nebraska
$233K -$119K -8,150 -34%
CCWA
1744
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$231K +$226K +15,391 New
Massachusetts Financial Services
1745
Massachusetts Financial Services
Massachusetts
$230K -$5.41K -369 -2%
MA
1746
MJP Associates
Connecticut
$230K -$12.4K -844 -5%
HFP
1747
Holistic Financial Partners
Indiana
$229K +$24K +1,637 +12%
AWM
1748
Aprio Wealth Management
Georgia
$229K +$223K +15,216 New
FFC
1749
First Financial Corp
Indiana
$228K +$44K +3,001 +25%
RCWM
1750
Royal Capital Wealth Management
Indiana
$228K -$41.9K -2,861 -16%

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.