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AT&T
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Overview Fund Activity

2,407 hedge funds and large institutions have $72.3B invested in AT&T in 2022 Q4 according to their latest regulatory filings, with 281 funds opening new positions, 985 increasing their positions, 979 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,407
Holders Change
+100
Holders Change %
+4.33%
% of All Funds
38.84%
Holding in Top 10
41
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+36.67%
% of All Funds
0.66%
New
281
Increased
985
Reduced
979
Closed
135
Calls
$2.05B
Puts
$1.25B
Net Calls
+$793M
Net Calls Change
+$610M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$548M
2
BlackRock
BlackRock
New York
+$478M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$200M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$160M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$121M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
-$197M
2
Renaissance Technologies
Renaissance Technologies
New York
-$152M
3
Newport Trust Company
Newport Trust Company
District of Columbia
-$145M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$125M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
2001
WestHill Financial Advisors
California
$227K -$33.4K -1,813 -13%
CYG
2002
Clean Yield Group
Vermont
$227K +$4.66K +253 +2%
AC
2003
Avestar Capital
New York
$226K +$226K +12,278 New
BWA
2004
Blodgett Wealth Advisors
California
$225K +$37 +2 +0%
CAM
2005
Campion Asset Management
Virginia
$225K -$8.29K -450 -4%
SWM
2006
Shakespeare Wealth Management
Wisconsin
$225K -$4.42K -240 -2%
UWM
2007
USAdvisors Wealth Management
Minnesota
$225K +$225K +12,217 New
PCA
2008
Prosperity Capital Advisors
Ohio
$225K +$225K +12,218 New
IC
2009
Inscription Capital
Texas
$224K – – –
SMWM
2010
Silvia McColl Wealth Management
California
$224K +$224K +12,184 New
JWBC
2011
John W. Brooker & Co
California
$224K – – –
FUBT
2012
First United Bank & Trust
Maryland
$224K -$166 -9 -0.1%
UF
2013
Univest Financial
Pennsylvania
$224K – – –
CCM
2014
Cohen Capital Management
California
$223K -$137K -7,421 -38%
OTL
2015
Oak Thistle LLC
New York
$223K +$223K +12,095 New
NC
2016
NBW Capital
Massachusetts
$222K +$222K +12,075 New
OQS
2017
Occudo Quantitative Strategies
Florida
$222K +$222K +12,074 New
WF
2018
Wayfinding Financial
Washington
$222K +$222K +9,216 New
KWS
2019
Keystone Wealth Services
California
$221K -$54.2K -2,943 -20%
GEA
2020
Glen Eagle Advisors
New Jersey
$221K -$9.78K -531 -4%
LCM
2021
LCM Capital Management
Illinois
$221K -$147 -8 -0.1%
GIM
2022
Grassi Investment Management
California
$221K – – –
MIA
2023
MMBG Investment Advisors
Florida
$221K +$221K +12,030 New
CP
2024
Castleview Partners
Texas
$221K +$13K +706 +6%
B
2025
Bailard
California
$220K -$3.68K -200 -2%
79 80
81
82 83