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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
OP
1801
ORG Partners
Indiana
$210K -$215K -14,647 -51%
IAP
1802
Indie Asset Partners
Indiana
$210K -$9.79K -668 -5%
CCA
1803
Childress Capital Advisors
Texas
$210K +$193K +13,150 New
SMA
1804
Sage Mountain Advisors
Georgia
$210K -$18K -1,227 -8%
CTA
1805
Colonial Trust Advisors
South Carolina
$209K -$2.68K -183 -1%
FW
1806
FirstPurpose Wealth
Utah
$209K +$55.3K +3,771 +37%
IP
1807
Investment Partners
Ohio
$209K +$17K +1,161 +9%
HL
1808
HeadInvest LLC
Maine
$209K -$7.97K -544 -4%
HNWAG
1809
High Net Worth Advisory Group
Florida
$209K -$16.9K -1,155 -8%
WJA
1810
Willis Johnson & Associates
Texas
$209K +$16.7K +1,137 +9%
AWM
1811
Aberdeen Wealth Management
Illinois
$208K +$103 +7 +0.1%
SFG
1812
Sowa Financial Group
Rhode Island
$208K +$1.03K +70 +0.5%
OPPS
1813
Obsidian Personal Planning Solutions
Maryland
$208K +$59 +4 +0%
LKIM
1814
Lawson Kroeker Investment Management
Nebraska
$208K +$203K +13,825 New
RC
1815
Roundview Capital
New Jersey
$207K -$38.2K -2,608 -16%
LIA
1816
LBMC Investment Advisors
Tennessee
$206K +$88 +6 +0%
BIAS
1817
Beacon Investment Advisory Services
New Jersey
$206K -$36K -2,456 -15%
PMG
1818
Private Management Group
California
$204K -$53.1K -3,621 -21%
CICI
1819
Capital Investment Counsel Inc
North Carolina
$204K -$41.9K -2,857 -17%
BHIA
1820
Birch Hill Investment Advisors
Massachusetts
$203K -$89.3K -6,091 -31%
ZF
1821
Zhang Financial
Michigan
$203K +$6.57K +448 +3%
EAM
1822
Eschler Asset Management
United Kingdom
$203K +$198K +13,498 New
ACG
1823
Allen Capital Group
Nebraska
$202K -$10.2K -699 -5%
SC
1824
Saybrook Capital
North Carolina
$202K
PCIG
1825
Partners Capital Investment Group
Massachusetts
$202K +$197K +13,421 New

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.