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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
LWCFA
1926
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$222K -$123K -7,204 -34%
BFG
1927
Bouchey Financial Group
New York
$222K +$4.19K +246 +2%
EWA
1928
Encompass Wealth Advisors
Oregon
$222K -$10.7K -628 -4%
AWM
1929
Aberdeen Wealth Management
Illinois
$221K +$102 +6 +0%
BMM
1930
Berkshire Money Management
Massachusetts
$221K -$1.52K -89 -0.6%
OPPS
1931
Obsidian Personal Planning Solutions
Maryland
$221K +$43.9K +2,575 +23%
TFGT
1932
TS Financial Group (TSFG)
Illinois
$220K -$2.27K -133 -1%
BC
1933
Barrett & Company
Rhode Island
$220K +$2.37K +139 +1%
SFG
1934
Sowa Financial Group
Rhode Island
$219K -$5.14K -302 -2%
BFM
1935
Boston Financial Management
Massachusetts
$219K -$84.6K -4,968 -27%
TT
1936
TI-Trust
Illinois
$219K
CWM
1937
Connecticut Wealth Management
Connecticut
$219K +$13.8K +811 +6%
GEA
1938
Glen Eagle Advisors
New Jersey
$219K +$31.5K +1,850 +16%
MSR
1939
Main Street Research
Connecticut
$218K -$19.1K -1,123 -8%
RPWA
1940
Regent Peak Wealth Advisors
Georgia
$218K -$38.4K -2,255 -14%
GAM
1941
Gemmer Asset Management
California
$218K +$233K +13,668 New
MHR
1942
Matthew Hamilton Rosenberg
$218K -$96.1K -5,645 -29%
PWA
1943
Physician Wealth Advisors
Utah
$218K +$29.8K +1,751 +15%
HFP
1944
Holistic Financial Partners
Indiana
$217K +$12.7K +745 +6%
WA
1945
Wealth Architects
California
$217K -$37.7K -2,213 -14%
SIA
1946
Soltis Investment Advisors
Utah
$217K +$4.5K +264 +2%
WAG
1947
Winthrop Advisory Group
Massachusetts
$217K +$17.4K +1,021 +8%
ECG
1948
Edge Capital Group
Georgia
$216K -$111K -6,503 -32%
IWA
1949
Inspirion Wealth Advisors
Illinois
$215K -$34.3K -2,013 -13%
SC
1950
Saybrook Capital
North Carolina
$214K

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.