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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
Massachusetts Financial Services
1851
Massachusetts Financial Services
Massachusetts
$250K -$1.73M -101,412 -87%
LWM
1852
Lodestone Wealth Management
Washington
$250K +$55.1K +3,237 +26%
SSWM
1853
Strait & Sound Wealth Management
California
$250K -$7.15K -420 -3%
VHAM
1854
Van Hulzen Asset Management
California
$250K -$44.6K -2,621 -14%
CF
1855
Clarity Financial
Texas
$250K +$267K +15,669 New
OWA
1856
Opal Wealth Advisors
New York
$249K +$73.6K +4,322 +38%
PWP
1857
Phillips Wealth Planners
Mississippi
$248K +$6.03K +354 +2%
AO
1858
Advisor OS
Illinois
$248K +$265K +15,534 New
WMA
1859
West Michigan Advisors
Michigan
$247K -$4.72K -277 -2%
PJSIMP
1860
P.J. Schmidt Investment Management (PJS)
Wisconsin
$247K -$37.5K -2,200 -12%
PWP
1861
Private Wealth Partners
California
$246K -$1.34M -78,750 -84%
CSI
1862
Cross Staff Investments
New York
$246K +$477 +28 +0.2%
1WM
1863
1900 Wealth Management
Texas
$245K -$36.3K -2,130 -12%
EG
1864
Ellerson Group
Maryland
$245K -$3.75K -220 -1%
FTA
1865
Financial & Tax Architects
Missouri
$243K +$79.4K +4,662 +44%
FCM
1866
Firestone Capital Management
Florida
$243K +$818 +48 +0.3%
IIC
1867
Integrated Investment Consultants
Michigan
$242K -$96.3K -5,656 -27%
SMA
1868
Sage Mountain Advisors
Georgia
$242K -$117K -6,880 -31%
EB
1869
Exchange Bank
California
$242K +$258K +15,176 New
CIAS
1870
CFS Investment Advisory Services
New Jersey
$242K +$73.3K +4,303 +40%
KA
1871
Kooman & Associates
Pennsylvania
$241K +$16.7K +983 +7%
OIM
1872
Oder Investment Management
California
$241K -$69.7K -4,090 -21%
BEI
1873
Benjamin Edwards Inc
Missouri
$241K -$2.91K -171 -1%
CTWM
1874
Cherry Tree Wealth Management
Minnesota
$241K +$257K +15,092 New
HNWAG
1875
High Net Worth Advisory Group
Florida
$240K +$20.4K +1,200 +9%

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.