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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
NFG
1976
Norris Financial Group
South Carolina
$205K -$42.2K -2,475 -16%
T
1977
TRUADVICE
Florida
$205K +$42.2K +2,478 +21%
HA
1978
Hamel Associates
New Jersey
$205K -$3.05M -179,125 -93%
KWM
1979
Kolinsky Wealth Management
New Jersey
$205K +$1.94K +114 +0.9%
SFG
1980
Sather Financial Group
Texas
$204K
AWM
1981
Affinity Wealth Management
Delaware
$204K -$1.84K -108 -0.8%
MWA
1982
Mills Wealth Advisors
Texas
$204K
FAM
1983
Formidable Asset Management
Ohio
$204K +$255 +15 +0.1%
IP
1984
Investment Partners
Ohio
$204K -$2.45K -144 -1%
WJA
1985
Willis Johnson & Associates
Texas
$203K -$2.3K -135 -1%
GDP
1986
Great Diamond Partners
Maine
$203K -$6.59K -387 -3%
HKAM
1987
Horizon Kinetics Asset Management
New York
$203K +$24.5K +1,439 +13%
CW
1988
Channel Wealth
California
$203K -$53.1K -3,118 -20%
SCI
1989
Stableford Capital II
Arizona
$203K +$244K +14,328 New
FCAG
1990
First Capital Advisors Group
New Jersey
$203K +$217K +12,719 New
CWP
1991
Concord Wealth Partners
Virginia
$203K -$6.3K -370 -3%
VCWA
1992
Vanguard Capital Wealth Advisors
Colorado
$202K +$1.75K +103 +0.8%
DA
1993
Dover Advisors
Virginia
$202K +$2.04K +120 +1%
MMG
1994
Monetary Management Group
Missouri
$201K
ME
1995
McIlrath & Eck
Washington
$200K
DWA
1996
Douglass Winthrop Advisors
New York
$200K -$202K -11,875 -49%
BPC
1997
Banque Pictet & Cie
Switzerland
$199K -$10.4K -611 -5%
PFA
1998
Pure Financial Advisors
California
$199K +$213K +12,492 New
CMTU
1999
Capital Markets Trading (UK)
United Kingdom
$199K -$249K -14,628 -54%
BA
2000
Bluesphere Advisors
Pennsylvania
$198K -$371K -21,782 -64%

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.