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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
HCM
1776
Hall Capital Management
Rhode Island
$283K -$4.26K -250 -1%
WC
1777
Woodstock Corp
Massachusetts
$283K -$2.98K -175 -1%
RPCONE
1778
Retirement Planning Company of New England
Rhode Island
$283K +$136 +8 +0%
SRSA
1779
S.R. Schill & Associates
Washington
$282K
LGA
1780
Lebenthal Global Advisors
New York
$282K -$39.3K -2,309 -12%
HWAM
1781
Hennion & Walsh Asset Management
New Jersey
$281K -$101K -5,944 -25%
IWP
1782
Icon Wealth Partners
Texas
$280K -$11.4K -672 -4%
RWA
1783
Redmont Wealth Advisors
Illinois
$280K -$4.5K -264 -1%
AWA
1784
Aaron Wealth Advisors
Illinois
$279K -$96.6K -5,672 -24%
6F
1785
626 Financial
Michigan
$279K +$36.8K +2,161 +14%
ECM
1786
Exchange Capital Management
Michigan
$279K
PM
1787
Penbrook Management
New York
$278K +$297K +17,430 New
FA
1788
Faithward Advisors
Pennsylvania
$276K -$120K -7,065 -27%
CB
1789
CNB Bank
Pennsylvania
$276K +$33.6K +1,975 +13%
CAMG
1790
CWA Asset Management Group
Florida
$275K -$158K -9,263 -35%
PFG
1791
Piershale Financial Group
Illinois
$275K +$290 +17 +0.1%
PMG
1792
Private Management Group
California
$274K +$83.4K +4,899 +40%
BTIM
1793
BancFirst Trust & Investment Management
Oklahoma
$274K -$92.1K -5,408 -24%
SCM
1794
Sterneck Capital Management
Missouri
$274K -$13.2K -775 -4%
AF
1795
Affiance Financial
Minnesota
$274K +$23K +1,348 +9%
PSCM
1796
Per Stirling Capital Management
Texas
$273K -$14.5K -850 -5%
AR
1797
Advisory Research
Illinois
$273K +$291K +17,107 New
SCP
1798
Sandhill Capital Partners
New York
$272K
BCP
1799
Blue Chip Partners
Michigan
$272K +$22.4K +1,315 +8%
BCM
1800
Boltwood Capital Management
California
$271K -$6.95K -408 -2%

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.