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AT&T
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Overview Fund Activity

2,383 hedge funds and large institutions have $62.7B invested in AT&T in 2023 Q2 according to their latest regulatory filings, with 177 funds opening new positions, 921 increasing their positions, 1,096 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,383
Holders Change
+2
Holders Change %
+0.08%
% of All Funds
37.58%
Holding in Top 10
27
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-42.55%
% of All Funds
0.43%
New
177
Increased
921
Reduced
1,096
Closed
156
Calls
$871M
Puts
$726M
Net Calls
+$145M
Net Calls Change
-$474M

Top Buyers

1
BlackRock
BlackRock
New York
+$186M
2
Barclays
Barclays
United Kingdom
+$160M
3
State Street
State Street
Massachusetts
+$156M
4
Norges Bank
Norges Bank
Norway
+$123M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$116M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$403M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$246M
3
Millennium Management
Millennium Management
New York
-$207M
4
Bank of America
Bank of America
North Carolina
-$195M
5
Capital World Investors
Capital World Investors
California
-$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
PJSIMP
1851
P.J. Schmidt Investment Management (PJS)
Wisconsin
$247K -$32.6K -2,200 -12%
PWP
1852
Private Wealth Partners
California
$246K -$1.26M -78,750 -84%
CSI
1853
Cross Staff Investments
New York
$246K +$447 +28 +0.2%
1WM
1854
1900 Wealth Management
Texas
$245K -$34K -2,130 -12%
EG
1855
Ellerson Group
Maryland
$245K -$3.51K -220 -1%
FTA
1856
Financial & Tax Architects
Missouri
$243K +$74.4K +4,662 +44%
FCM
1857
Firestone Capital Management
Florida
$243K +$649 +48 +0.3%
IIC
1858
Integrated Investment Consultants
Michigan
$242K -$90.2K -5,656 -27%
SMA
1859
Sage Mountain Advisors
Georgia
$242K -$110K -6,880 -31%
EB
1860
Exchange Bank
California
$242K +$242K +15,176 New
CIAS
1861
CFS Investment Advisory Services
New Jersey
$242K +$68.5K +4,303 +40%
KA
1862
Kooman & Associates
Pennsylvania
$241K +$15.7K +983 +7%
OIM
1863
Oder Investment Management
California
$241K -$65.2K -4,090 -21%
BEI
1864
Benjamin Edwards Inc
Missouri
$241K -$2.73K -171 -1%
CTWM
1865
Cherry Tree Wealth Management
Minnesota
$241K +$241K +15,092 New
HNWAG
1866
High Net Worth Advisory Group
Florida
$240K +$19.1K +1,200 +9%
BFC
1867
Bedel Financial Consulting
Indiana
$240K +$18.2K +1,140 +8%
TA
1868
TFG Advisers
Michigan
$240K +$1.74K +109 +0.7%
HWP
1869
Heritage Wealth Partners
Ohio
$239K +$239K +15,002 New
ERIC
1870
Eagle Rock Investment Company
Georgia
$239K +$13.5K +1,000 +6%
PCMU
1871
Paragon Capital Management (Utah)
Utah
$239K – – –
BOC
1872
Barbara Oil Co
Illinois
$239K – – –
DJYG
1873
David J. Yvars Group
Florida
$239K +$9.19K +576 +4%
POIA
1874
Pin Oak Investment Advisors
Texas
$239K -$19.2K -1,200 -7%
PIC
1875
Portland Investment Counsel
Ontario, Canada
$239K +$79.7K +5,000 +50%
73 74
75
76 77