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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
RWA
1851
Rooted Wealth Advisors
Illinois
$193K +$7.5K +512 +4%
GEA
1852
Glen Eagle Advisors
New Jersey
$193K -$12.9K -880 -6%
CCA
1853
Cobblestone Capital Advisors
New York
$192K +$21.7K +1,483 +13%
KLCM
1854
KG&L Capital Management
Louisiana
$191K +$29.7K +2,023 +19%
MWA
1855
Mills Wealth Advisors
Texas
$191K -$880 -60 -0.5%
MAM
1856
Meeder Asset Management
Ohio
$191K +$10.1K +690 +6%
VDBMI
1857
Van Den Berg Management I
Texas
$191K -$2.09M -142,392 -92%
BDFN
1858
Bond & Devick Financial Network
Minnesota
$191K +$186K +12,717 New
VHAM
1859
Van Hulzen Asset Management
California
$191K -$43.2K -2,946 -19%
FAM
1860
Formidable Asset Management
Ohio
$191K -$1.32K -90 -0.7%
DA
1861
Dover Advisors
Virginia
$190K
EFG
1862
Ethos Financial Group
Pennsylvania
$190K +$4.49K +306 +2%
FRM
1863
Fox Run Management
Connecticut
$189K -$701K -47,830 -79%
CWS
1864
Cypress Wealth Services
California
$189K -$4.51K -308 -2%
B
1865
Bensler
Washington
$188K -$7.42K -506 -4%
EB
1866
Exchange Bank
California
$188K -$38.7K -2,640 -17%
PA
1867
PSI Advisors
Florida
$188K -$6.73K -459 -4%
GAM
1868
Gemmer Asset Management
California
$188K -$17K -1,158 -8%
PEA
1869
Park Edge Advisors
Ohio
$188K -$11.7K -801 -6%
NWA
1870
New World Advisors
Massachusetts
$187K +$183K +12,451 New
LCM
1871
LCM Capital Management
Illinois
$187K +$1.85K +126 +1%
AAS
1872
Asset Allocation Strategies
Michigan
$186K +$182K +12,402 New
LFP
1873
Lakeshore Financial Planning
Michigan
$186K +$182K +12,402 New
CJFS
1874
Coulter & Justus Financial Services
Tennessee
$186K +$26.5K +1,811 +17%
GG
1875
GenWealth Group
New Jersey
$186K

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.