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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
WAS
1926
Winch Advisory Services
Wisconsin
$174K -$630 -43 -0.4%
LHC
1927
Little House Capital
Massachusetts
$174K -$773K -52,728 -82%
OPWM
1928
Oxinas Partners Wealth Management
Indiana
$174K +$279 +19 +0.2%
LFA
1929
Landmark Financial Advisors
Kentucky
$174K +$12.2K +830 +8%
NSB
1930
Norway Savings Bank
Maine
$173K +$169K +11,510 New
GA
1931
Gateway Advisory
New Jersey
$172K +$168K +11,463 New
KWM
1932
Kolinsky Wealth Management
New Jersey
$172K -$19.7K -1,346 -11%
CCM
1933
Cohen Capital Management
California
$172K -$3.49K -238 -2%
SWM
1934
Shakespeare Wealth Management
Wisconsin
$172K +$4.4K +300 +3%
SFG
1935
Sather Financial Group
Texas
$171K -$20.6K -1,407 -11%
WIM
1936
Westside Investment Management
California
$171K +$26.5K +1,810 +19%
AFS
1937
AFG Fiduciary Services
Massachusetts
$171K -$4.66K -318 -3%
AWG
1938
Altus Wealth Group
Colorado
$171K -$1.01K -69 -0.6%
WCM
1939
Windsor Capital Management
Arizona
$171K -$7.62K -520 -4%
SC
1940
Syon Capital
California
$171K +$167K +11,383 New
AI
1941
Accredited Investors
Minnesota
$171K -$6.58K -449 -4%
SHFP
1942
Second Half Financial Partners
Florida
$171K -$2.4M -163,564 -94%
AWM
1943
Atticus Wealth Management
Florida
$170K +$3.23K +220 +2%
HP
1944
HT Partners
Connecticut
$170K -$11.9K -815 -7%
BIG
1945
Builder Investment Group
Georgia
$170K -$487K -33,247 -75%
SMWM
1946
Silvia McColl Wealth Management
California
$170K -$10.3K -700 -6%
JFG
1947
Jefferies Financial Group
New York
$170K -$147K -10,035 -47%
PSFG
1948
Prairie Sky Financial Group
Illinois
$170K -$11.9K -810 -7%
WCM
1949
Wedge Capital Management
North Carolina
$169K +$528 +36 +0.3%
D
1950
Diversified
Delaware
$169K +$2.51K +171 +2%

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.