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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
CPC
1751
Congress Park Capital
New York
$293K -$29.8K -1,750 -9%
RFG
1752
RFP Financial Group
Georgia
$293K +$251K +14,739 +407%
EHWM
1753
Eads & Heald Wealth Management
Georgia
$292K -$82.7K -4,858 -21%
LW
1754
Lauer Wealth
Indiana
$292K -$38.2K -2,243 -10%
PGF
1755
Plan Group Financial
Oklahoma
$292K +$353K +20,747 New
WW
1756
Waterfront Wealth
Kansas
$291K -$3.22K -189 -1%
JIP
1757
Jaffetilchin Investment Partners
Florida
$291K -$13K -763 -4%
WCAMG
1758
Woodard & Company Asset Management Group
North Carolina
$290K
VC
1759
Vestor Capital
Illinois
$290K -$85.5K -5,022 -22%
PGAM
1760
Princeton Global Asset Management
New Jersey
$289K +$7.1K +417 +2%
KC
1761
Kenfarb & Co
Kentucky
$289K
OSNBOA
1762
Old Second National Bank of Aurora
Illinois
$289K
AWAP
1763
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$289K -$2.45K -144 -0.8%
HPM
1764
Hoxton Planning & Management
West Virginia
$289K -$172K -10,112 -36%
CA
1765
Cornerstone Advisory
Maryland
$288K -$29.2K -1,715 -9%
OHWP
1766
Oak Harbor Wealth Partners
North Carolina
$288K +$2.28K +134 +0.7%
RCWM
1767
Royal Capital Wealth Management
Indiana
$288K -$92.1K -5,407 -23%
TC
1768
Truvestments Capital
Florida
$287K -$42.5K -2,497 -12%
RWM
1769
RKL Wealth Management
Pennsylvania
$287K +$306K +17,975 New
DA
1770
Doliver Advisors
Texas
$285K -$7.24K -425 -2%
BAAM
1771
Baker Avenue Asset Management
California
$285K +$228K +13,388 +299%
VAM
1772
Verity Asset Management
North Carolina
$285K -$32.5K -1,911 -10%
MMHP
1773
Murphy Middleton Hinkle & Parker
Georgia
$284K -$14.9K -873 -5%
TPWA
1774
TRUE Private Wealth Advisors
Oregon
$284K -$17.2K -1,010 -5%
NECFA
1775
New England Capital Financial Advisors
Connecticut
$283K -$18K -1,059 -6%

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.