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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
BONH
1976
Bank of New Hampshire
New Hampshire
$164K -$1.03K -70 -0.6%
FBFS
1977
First Business Financial Services
Wisconsin
$164K -$44.9K -3,065 -22%
FWM
1978
FSA Wealth Management
Massachusetts
$163K -$1.08K -74 -0.7%
CPC
1979
Consolidated Planning Corp
Georgia
$163K +$454 +31 +0.3%
MFT
1980
Moisand Fitzgerald Tamayo
Florida
$163K +$3.63K +248 +2%
PFA
1981
Professional Financial Advisors
Nebraska
$163K +$4.94K +337 +3%
NF
1982
Norwood Financial
Pennsylvania
$163K -$60K -4,096 -27%
AWC
1983
Adamsbrown Wealth Consultants
Kansas
$162K +$4.46K +304 +3%
PA
1984
Perennial Advisors
New York
$162K
EWA
1985
EverSource Wealth Advisors
Alabama
$162K +$26.4K +1,803 +20%
MIA
1986
MainStreet Investment Advisors
Illinois
$162K -$37.9K -2,584 -19%
MBTD
1987
Mechanics Bank - Trust Department
California
$161K -$536K -36,535 -77%
LFG
1988
Lockerman Financial Group
California
$161K +$157K +10,717 New
ITIM
1989
Indiana Trust & Investment Management
Indiana
$161K
PFA
1990
Pettinga Financial Advisors
Indiana
$161K -$528 -36 -0.3%
FS
1991
Ferguson Shapiro
Georgia
$161K +$157K +10,698 New
SMA
1992
Seven Mile Advisory
New Jersey
$160K +$156K +10,676 New
HWMG
1993
Hurlow Wealth Management Group
Indiana
$160K -$10.1K -689 -6%
EA
1994
Ellsworth Advisors
Ohio
$160K +$2.89K +197 +2%
HBW
1995
Hazlett, Burt & Watson
West Virginia
$160K +$2.84K +194 +2%
TLP
1996
Trinity Legacy Partners
Texas
$160K -$56.6K -3,860 -27%
EWM
1997
Endowment Wealth Management
Wisconsin
$160K +$156K +10,635 New
IIA
1998
Integral Investment Advisors
California
$160K -$2.39K -163 -2%
RPCONE
1999
Retirement Planning Company of New England
Rhode Island
$160K -$104K -7,102 -40%
TW
2000
TrinityPoint Wealth
Connecticut
$159K -$51.6K -3,520 -25%

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.