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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
OC
2026
Oakworth Capital
Alabama
$192K -$114K -6,701 -36%
RMCM
2027
Reynders McVeigh Capital Management
Massachusetts
$192K +$30.6K +1,797 +18%
MAM
2028
Meeder Asset Management
Ohio
$192K -$38.8K -2,280 -16%
LWM
2029
LJI Wealth Management
Indiana
$192K -$10.2K -599 -5%
SMWM
2030
Silvia McColl Wealth Management
California
$191K
DSC
2031
Duncker Streett & Co
Missouri
$191K -$15.2K -894 -7%
AIP
2032
Almanack Investment Partners
Pennsylvania
$190K -$47K -2,759 -19%
RAG
2033
RIA Advisory Group
Iowa
$190K -$29.6K -1,740 -13%
EFM
2034
E Fund Management
China
$190K -$22.8K -1,338 -10%
WCM
2035
Windsor Capital Management
Arizona
$190K
SIS
2036
Strategic Investment Solutions
Illinois
$190K -$77.8K -4,569 -28%
WA
2037
Wealthstar Advisors
Texas
$189K
CSIA
2038
Charles Schwab Investment Advisory
California
$189K +$10.8K +636 +6%
TAM
2039
TCP Asset Management
Ohio
$189K -$39.8K -2,335 -16%
BBW
2040
Blue Barn Wealth
Utah
$189K -$2.1K -123 -1%
AAM
2041
Augustine Asset Management
Florida
$189K +$4.68K +275 +2%
FUBT
2042
First United Bank & Trust
Maryland
$189K -$3.92K -230 -2%
SPI
2043
Santori & Peters Inc
Pennsylvania
$189K +$202K +11,831 New
MWM
2044
Merriman Wealth Management
Washington
$189K +$4.43K +260 +2%
AI
2045
Accredited Investors
Minnesota
$189K +$2.3K +135 +1%
FCFC
2046
First Commonwealth Financial Corp
Pennsylvania
$188K +$25K +1,465 +14%
PCA
2047
Pallas Capital Advisors
Massachusetts
$187K +$64.3K +3,774 +37%
BA
2048
Ballast Advisors
Minnesota
$187K -$9.9K -581 -5%
RWA
2049
Rooted Wealth Advisors
Illinois
$187K +$25.6K +1,505 +15%
CCM
2050
Cohen Capital Management
California
$186K -$2.44K -143 -1%

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.