T icon

AT&T
T

Overview Fund Activity

2,307 hedge funds and large institutions have $57.8B invested in AT&T in 2022 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 1,030 increasing their positions, 964 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,307
Holders Change
-79
Holders Change %
-3.31%
% of All Funds
39.89%
Holding in Top 10
30
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-48.28%
% of All Funds
0.52%
New
123
Increased
1,030
Reduced
964
Closed
165
Calls
$1.27B
Puts
$1.08B
Net Calls
+$183M
Net Calls Change
-$1.6B

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$198M
2
Renaissance Technologies
Renaissance Technologies
New York
+$128M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$74M
4
Prudential Financial
Prudential Financial
New Jersey
+$72.8M
5
State Street
State Street
Massachusetts
+$68M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$601M
2
Franklin Resources
Franklin Resources
California
-$268M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$158M
4
BlackRock
BlackRock
New York
-$110M
5
Jane Street
Jane Street
New York
-$83.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
2001
Addison Capital
Pennsylvania
$178K +$1.19K +78 +0.7%
KPWG
2002
KFA Private Wealth Group
Virginia
$177K -$11.9K -780 -6%
JWCA
2003
J.W. Coons Advisors
Ohio
$177K +$3.84K +250 +2%
AWC
2004
Adamsbrown Wealth Consultants
Kansas
$177K +$7.36K +479 +4%
EWA
2005
EverSource Wealth Advisors
Alabama
$176K -$10.4K -675 -6%
BONH
2006
Bank of New Hampshire
New Hampshire
$176K -$3.2K -209 -2%
JSW
2007
Journey Strategic Wealth
New Jersey
$176K +$176K +11,512 New
SFG
2008
Sather Financial Group
Texas
$175K -$41.1K -2,678 -19%
EGWAG
2009
Elwood & Goetz Wealth Advisory Group
Georgia
$175K – – –
AHB
2010
Abner Herrman & Brock
New Jersey
$175K – – –
IIM
2011
InTrack Investment Management
Vermont
$175K +$13.8K +900 +9%
CAL
2012
Capital Advisors Ltd
Ohio
$175K +$149K +9,704 +578%
BRC
2013
Bell Rock Capital
Delaware
$175K +$175K +11,377 New
DCM
2014
DGS Capital Management
New Jersey
$175K -$76.5K -4,987 -30%
MPWT
2015
MassMutual Private Wealth & Trust
Connecticut
$174K -$109K -7,087 -39%
WCM
2016
Wedge Capital Management
North Carolina
$174K -$2.16K -141 -1%
HP
2017
HT Partners
Connecticut
$174K -$15 -1 -0%
CSIA
2018
Charles Schwab Investment Advisory
California
$174K +$858 +56 +0.5%
AAP
2019
Arax Advisory Partners
Colorado
$173K +$27.8K +1,808 +19%
CP
2020
Castleview Partners
Texas
$173K +$94.8K +6,187 +121%
AIC
2021
Archer Investment Corporation
Indiana
$172K +$11.2K +727 +7%
LGA
2022
Lebenthal Global Advisors
New York
$172K -$4.82K -315 -3%
REMPR
2023
Roof Eidam Maycock Peralta (REMP)
California
$172K – – –
HWMG
2024
Hurlow Wealth Management Group
Indiana
$172K – – –
LMKC
2025
L.M. Kohn & Company
Ohio
$172K +$4.68K +305 +3%
79 80
81
82 83