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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
ET
1951
Equitable Trust
Tennessee
$213K -$38.6K -2,269 -15%
EW
1952
Element Wealth
Mississippi
$213K -$12.4K -728 -5%
MIA
1953
MainStreet Investment Advisors
Illinois
$213K -$24.1K -1,413 -10%
HL
1954
HeadInvest LLC
Maine
$213K -$70.9K -4,165 -22%
PEA
1955
Park Edge Advisors
Ohio
$212K
RWI
1956
Red Wave Investments
Pennsylvania
$212K -$6.95K -408 -3%
SL
1957
Salomon & Ludwin
Virginia
$211K -$273 -16 -0.1%
BWA
1958
BDO Wealth Advisors
Florida
$211K +$2.5K +147 +1%
SWP
1959
Semus Wealth Partners
Florida
$211K +$2.06K +121 +0.9%
WA
1960
WBH Advisory
Maryland
$210K -$31.8K -1,869 -12%
GAM
1961
Grandview Asset Management
Pennsylvania
$210K +$43.8K +2,569 +24%
SIA
1962
SkyView Investment Advisors
New Jersey
$210K +$221K +12,960 +6,000%
CWM
1963
Compass Wealth Management
Connecticut
$210K -$45.6K -2,678 -17%
RTC
1964
Riverview Trust Company
Washington
$210K
BP
1965
Broadleaf Partners
Ohio
$209K +$224K +13,128 New
ZF
1966
Zhang Financial
Michigan
$208K -$30.7K -1,800 -12%
B
1967
Bensler
Washington
$208K -$8.21K -482 -4%
MWC
1968
MBM Wealth Consultants
Missouri
$208K +$5.11K +300 +2%
KFA
1969
Kapstone Financial Advisors
Ohio
$208K -$60.6K -3,556 -20%
SOW
1970
State of Wyoming
Wyoming
$207K +$128K +7,516 +137%
PA
1971
PSI Advisors
Florida
$207K -$63.4K -3,725 -22%
BB
1972
Berkshire Bank
Massachusetts
$207K
TCPWM
1973
Traverso Chambers Private Wealth Management
California
$207K +$596 +35 +0.3%
MFP
1974
Meridian Financial Partners
Virginia
$207K +$17 +1 +0%
NFC
1975
Northeast Financial Consultants
Connecticut
$207K +$5.21K +306 +2%

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.