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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
PRC
1901
Pearl River Capital
Michigan
$233K +$249K +14,600 New
CT
1902
Colonial Trust
South Carolina
$232K +$3.46K +203 +1%
TLP
1903
Trinity Legacy Partners
Texas
$231K -$4.36K -256 -2%
ACG
1904
Allen Capital Group
Nebraska
$231K -$2.18M -128,244 -90%
TAIM
1905
TD Ameritrade Investment Management
Nebraska
$230K -$95.4K -5,603 -28%
AIS
1906
AM Investment Strategies
Tennessee
$230K +$245K +14,409 New
RA
1907
Rational Advisors
New York
$230K +$245K +14,411 New
NAS
1908
NWF Advisory Services
California
$230K
MHB
1909
Midwest Heritage Bank
Iowa
$229K
MFGM
1910
Marshall Financial Group (Maryland)
Maryland
$229K -$8.04K -472 -3%
SFA
1911
Source Financial Advisors
New York
$229K -$1.67K -98 -0.7%
AIM
1912
Acropolis Investment Management
Missouri
$228K -$161K -9,459 -40%
NC
1913
NBW Capital
Massachusetts
$227K +$6.34K +372 +3%
CB
1914
Centennial Bank
Arkansas
$226K -$168K -9,835 -41%
TW
1915
TrinityPoint Wealth
Connecticut
$225K -$74.7K -4,386 -24%
CTA
1916
Colonial Trust Advisors
South Carolina
$225K -$60.5K -3,554 -20%
MPW
1917
Monterey Private Wealth
California
$225K +$240K +14,089 New
CBT
1918
Central Bank & Trust
Kentucky
$225K -$41.4K -2,432 -15%
SKK
1919
Shepherd Kaplan Krochuk
Massachusetts
$225K
AAMA
1920
Advanced Asset Management Advisors
Ohio
$224K -$6.23K -366 -3%
WTFG
1921
Wells Trecaso Financial Group
Ohio
$224K -$3.41K -200 -1%
DWM
1922
Darwin Wealth Management
Florida
$224K +$32.2K +1,890 +15%
ACA
1923
Affinity Capital Advisors
California
$223K +$8.6K +505 +4%
FBFS
1924
First Business Financial Services
Wisconsin
$223K -$27.7K -1,625 -10%
LIA
1925
LBMC Investment Advisors
Tennessee
$222K -$26.8K -1,573 -10%

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.