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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 %
SFA
1901
Source Financial Advisors
New York
$229K -$1.56K -98 -0.7%
AIM
1902
Acropolis Investment Management
Missouri
$228K -$151K -9,459 -40%
NC
1903
NBW Capital
Massachusetts
$227K +$5.93K +372 +3%
CB
1904
Centennial Bank
Arkansas
$226K -$157K -9,835 -41%
TW
1905
TrinityPoint Wealth
Connecticut
$225K -$70K -4,386 -24%
CTA
1906
Colonial Trust Advisors
South Carolina
$225K -$56.7K -3,554 -20%
MPW
1907
Monterey Private Wealth
California
$225K +$225K +14,089 New
CBT
1908
Central Bank & Trust
Kentucky
$225K -$38.8K -2,432 -15%
SKK
1909
Shepherd Kaplan Krochuk
Massachusetts
$225K – – –
AAMA
1910
Advanced Asset Management Advisors
Ohio
$224K -$5.84K -366 -3%
WTFG
1911
Wells Trecaso Financial Group
Ohio
$224K -$3.19K -200 -1%
DWM
1912
Darwin Wealth Management
Florida
$224K +$28.8K +1,890 +15%
ACA
1913
Affinity Capital Advisors
California
$223K +$8.05K +505 +4%
FBFS
1914
First Business Financial Services
Wisconsin
$223K -$25.9K -1,625 -10%
LIA
1915
LBMC Investment Advisors
Tennessee
$222K -$25.1K -1,573 -10%
LWCFA
1916
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$222K -$115K -7,204 -34%
BFG
1917
Bouchey Financial Group
New York
$222K +$3.92K +246 +2%
EWA
1918
Encompass Wealth Advisors
Oregon
$222K -$10K -628 -4%
AWM
1919
Aberdeen Wealth Management
Illinois
$221K +$96 +6 +0%
BMM
1920
Berkshire Money Management
Massachusetts
$221K -$1.42K -89 -0.6%
OPPS
1921
Obsidian Personal Planning Solutions
Maryland
$221K +$41.1K +2,575 +23%
TFGT
1922
TS Financial Group (TSFG)
Illinois
$220K -$2.12K -133 -1%
BC
1923
Barrett & Company
Rhode Island
$220K +$2.22K +139 +1%
SFG
1924
Sowa Financial Group
Rhode Island
$219K -$4.81K -302 -2%
BFM
1925
Boston Financial Management
Massachusetts
$219K -$79.2K -4,968 -27%
75 76
77
78 79