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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
HWP
1826
Heritage Wealth Partners
Ohio
$201K -$23.3K -1,589 -11%
WHC
1827
Wulff, Hansen & Co
California
$201K +$16.9K +1,150 +9%
BBW
1828
Blue Barn Wealth
Utah
$201K +$22.7K +1,546 +13%
TT
1829
TI-Trust
Illinois
$201K -$5.28K -360 -3%
FAM
1830
Flaharty Asset Management
Florida
$201K -$52.4K -3,573 -21%
CST
1831
Charles Schwab Trust
Nevada
$200K +$196K +13,348 New
PWP
1832
Phillips Wealth Planners
Mississippi
$199K -$36.3K -2,476 -16%
DOA
1833
D'Orazio & Associates
Virginia
$199K +$23K +1,570 +13%
KA
1834
Kooman & Associates
Pennsylvania
$199K -$28.1K -1,917 -13%
WE
1835
Wealth Effects
Massachusetts
$198K -$94.4K -6,439 -33%
HPM
1836
Hoxton Planning & Management
West Virginia
$198K -$72K -4,910 -27%
HGERS
1837
Householder Group Estate & Retirement Specialist
Arizona
$198K +$193K +13,155 New
UAS
1838
United Asset Strategies
New York
$197K -$304K -20,722 -61%
PWP
1839
Private Wealth Partners
California
$197K -$33.7K -2,300 -15%
SWP
1840
Semus Wealth Partners
Florida
$197K -$1.64K -112 -0.8%
EW
1841
Element Wealth
Mississippi
$196K -$4.22K -288 -2%
NAS
1842
NWF Advisory Services
California
$196K -$19.6K -1,338 -9%
RWI
1843
Red Wave Investments
Pennsylvania
$196K -$3.37K -230 -2%
ACM
1844
Advisors Capital Management
New Jersey
$196K -$36.3M -2,477,046 -99%
PWA
1845
Physician Wealth Advisors
Utah
$196K -$2.93K -200 -1%
CWR
1846
Chico Wealth RIA
California
$196K +$191K +13,017 New
AWS
1847
Aspen Wealth Strategies
Colorado
$195K +$190K +12,965 New
NFC
1848
Northeast Financial Consultants
Connecticut
$195K
AWM
1849
Affinity Wealth Management
Delaware
$194K +$1.94K +132 +1%
TA
1850
TFB Advisors
Kansas
$193K -$42K -2,865 -18%

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.