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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
TGAM
1826
TBH Global Asset Management
Tennessee
$263K +$30.4K +1,787 +12%
MIC
1827
Means Investment Company
Maine
$263K +$766 +45 +0.3%
SWM
1828
Selective Wealth Management
Virginia
$262K +$293K +17,185 New
CICI
1829
Capital Investment Counsel Inc
North Carolina
$262K +$11.5K +676 +4%
PWM
1830
Paulson Wealth Management
Illinois
$262K -$3.22K -189 -1%
RHDIC
1831
R.H. Dinel Investment Counsel
California
$261K
RC
1832
Roundview Capital
New Jersey
$261K -$12K -705 -4%
SFG
1833
Socha Financial Group
New York
$260K +$28K +1,645 +11%
MLFP
1834
MPS Loria Financial Planners
Illinois
$260K -$6.46K -379 -2%
RF
1835
Rollins Financial
Georgia
$259K -$412K -24,210 -60%
RA
1836
Ruggaard & Associates
Ohio
$259K -$3.41K -200 -1%
MA
1837
MJP Associates
Connecticut
$258K +$28.4K +1,668 +12%
BIAS
1838
Beacon Investment Advisory Services
New Jersey
$258K +$2.23K +131 +0.8%
PSB
1839
Piscataqua Savings Bank
New Hampshire
$257K -$749 -44 -0.3%
IP
1840
Intellectus Partners
California
$256K +$29.7K +1,742 +12%
SL
1841
Sentinus LLC
Illinois
$255K -$13.2K -773 -5%
EAM
1842
EdenTree Asset Management
United Kingdom
$255K +$273K +16,000 New
CWM
1843
Curi Wealth Management
North Carolina
$255K +$1.6K +94 +0.6%
CFSG
1844
Clark Financial Services Group
Missouri
$255K +$18.2K +1,071 +7%
PWM
1845
Purus Wealth Management
California
$254K +$3.93K +231 +1%
WPP
1846
Whalerock Point Partners
Rhode Island
$252K +$17K +996 +7%
XT
1847
XTX Topco
Cayman Islands
$251K -$289K -16,960 -52%
CFFP
1848
Center for Financial Planning
Michigan
$251K -$18.2K -1,068 -6%
TA
1849
TFB Advisors
Kansas
$251K +$268K +15,740 New
BFG
1850
Berger Financial Group
Minnesota
$251K -$20.5K -1,206 -7%

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.