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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
BFC
1876
Bedel Financial Consulting
Indiana
$240K +$19.4K +1,140 +8%
TA
1877
TFG Advisers
Michigan
$240K +$1.86K +109 +0.7%
HWP
1878
Heritage Wealth Partners
Ohio
$239K +$256K +15,002 New
ERIC
1879
Eagle Rock Investment Company
Georgia
$239K +$17K +1,000 +6%
BOC
1880
Barbara Oil Co
Illinois
$239K
PCMU
1881
Paragon Capital Management (Utah)
Utah
$239K
DJYG
1882
David J. Yvars Group
Florida
$239K +$9.81K +576 +4%
POIA
1883
Pin Oak Investment Advisors
Texas
$239K -$20.4K -1,200 -7%
PIC
1884
Portland Investment Counsel
Ontario, Canada
$239K +$85.2K +5,000 +50%
SL
1885
SWMG LLC
Texas
$239K +$2.23K +131 +0.9%
SAM
1886
Secure Asset Management
Michigan
$239K +$2.1K +123 +0.8%
JFGIW
1887
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$239K -$49.2K -2,886 -16%
BIP
1888
Blueprint Investment Partners
North Carolina
$239K -$431K -25,324 -63%
NF
1889
Norwood Financial
Pennsylvania
$238K +$16.1K +944 +7%
EFG
1890
Ethos Financial Group
Pennsylvania
$237K
RWA
1891
Redhawk Wealth Advisors
Minnesota
$237K +$253K +14,856 New
HI
1892
Harrington Investments
California
$237K -$2.28K -134 -0.9%
EGWAG
1893
Elwood & Goetz Wealth Advisory Group
Georgia
$236K +$920 +54 +0.4%
EIG
1894
Ellenbecker Investment Group
Wisconsin
$235K +$988 +58 +0.4%
FPCP
1895
Fort Point Capital Partners
California
$235K +$251K +14,726 New
WB
1896
West Bancorporation
Iowa
$235K -$87.5K -5,136 -26%
EGA
1897
E&G Advisors
Texas
$234K -$8.28K -486 -3%
IAP
1898
Indie Asset Partners
Indiana
$234K -$4.67K -274 -2%
OA
1899
Operose Advisors
Wisconsin
$234K +$51.1K +3,000 +26%
LFA
1900
LGT Financial Advisors
Texas
$234K +$7.32K +430 +3%

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.