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AT&T
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Overview Fund Activity

2,383 hedge funds and large institutions have $62.7B invested in AT&T in 2023 Q2 according to their latest regulatory filings, with 177 funds opening new positions, 921 increasing their positions, 1,096 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,383
Holders Change
+2
Holders Change %
+0.08%
% of All Funds
37.58%
Holding in Top 10
27
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-42.55%
% of All Funds
0.43%
New
177
Increased
921
Reduced
1,096
Closed
156
Calls
$871M
Puts
$726M
Net Calls
+$145M
Net Calls Change
-$474M

Top Buyers

1
BlackRock
BlackRock
New York
+$186M
2
Barclays
Barclays
United Kingdom
+$160M
3
State Street
State Street
Massachusetts
+$156M
4
Norges Bank
Norges Bank
Norway
+$123M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$116M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$403M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$246M
3
Millennium Management
Millennium Management
New York
-$207M
4
Bank of America
Bank of America
North Carolina
-$195M
5
Capital World Investors
Capital World Investors
California
-$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
2026
Wealthstar Advisors
Texas
$189K – – –
CSIA
2027
Charles Schwab Investment Advisory
California
$189K +$10.1K +636 +6%
TAM
2028
TCP Asset Management
Ohio
$189K -$37.2K -2,335 -16%
BBW
2029
Blue Barn Wealth
Utah
$189K -$1.96K -123 -1%
AAM
2030
Augustine Asset Management
Florida
$189K +$4.39K +275 +2%
FUBT
2031
First United Bank & Trust
Maryland
$189K -$3.67K -230 -2%
SPI
2032
Santori & Peters Inc
Pennsylvania
$189K +$189K +11,831 New
MWM
2033
Merriman Wealth Management
Washington
$189K +$4.15K +260 +2%
AI
2034
Accredited Investors
Minnesota
$189K +$2.15K +135 +1%
FCFC
2035
First Commonwealth Financial Corp
Pennsylvania
$188K +$23.4K +1,465 +14%
PCA
2036
Pallas Capital Advisors
Massachusetts
$187K +$51.1K +3,774 +37%
BA
2037
Ballast Advisors
Minnesota
$187K -$9.27K -581 -5%
RWA
2038
Rooted Wealth Advisors
Illinois
$187K +$24.2K +1,505 +15%
CCM
2039
Cohen Capital Management
California
$186K -$2.28K -143 -1%
FWM
2040
Focused Wealth Management
New York
$186K +$5.02K +315 +3%
WAS
2041
Winch Advisory Services
Wisconsin
$186K -$55K -3,442 -23%
DOA
2042
D'Orazio & Associates
Virginia
$186K +$1.36K +85 +0.7%
AGC
2043
Aspen Grove Capital
Colorado
$185K +$185K +11,623 New
CFP
2044
Catalyst Financial Partners
Massachusetts
$185K -$49.5K -3,103 -21%
FMI
2045
F/M Investments
District of Columbia
$185K +$748 +42 +0.4%
SIC
2046
Sterling Investment Counsel
New York
$184K – – –
LCM
2047
Liberty Capital Management
Michigan
$184K – – –
OPWM
2048
Oxinas Partners Wealth Management
Indiana
$184K +$1.68K +105 +0.9%
WAM
2049
WealthTrust Asset Management
Florida
$184K +$22.1K +1,387 +14%
KAM
2050
KEB Asset Management
Illinois
$183K -$27K -1,695 -13%
80 81
82
83 84