2,430 hedge funds and large institutions have $70B invested in AT&T in 2023 Q4 according to their latest regulatory filings, with 306 funds opening new positions, 774 increasing their positions, 1,183 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,430
Holders Change
+153
Holders Change %
+6.72%
% of All Funds
35.62%
Holding in Top 10
40
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+33.33%
% of All Funds
0.59%
New
306
Increased
774
Reduced
1,183
Closed
121
Calls
$1.36B
Puts
$1.03B
Net Calls
+$326M
Net Calls Change
-$8.1M
Name Holding Trade Value Shares
Change
Shares
Change %
TC
2026
Trilogy Capital
California
$191K +$14.9K +887 +8%
OPPS
2027
Obsidian Personal Planning Solutions
Maryland
$191K -$41.2K -2,454 -18%
WCM
2028
Windsor Capital Management
Arizona
$191K
NPFS
2029
Novak & Powell Financial Services
Florida
$191K +$191K +11,370 New
WCM
2030
Wedge Capital Management
North Carolina
$190K +$1.48K +88 +0.8%
HP
2031
HT Partners
Connecticut
$190K
PJSIMP
2032
P.J. Schmidt Investment Management (PJS)
Wisconsin
$190K -$88.8K -5,138 -32%
AI
2033
Accredited Investors
Minnesota
$190K -$1.19K -71 -0.6%
BIG
2034
Builder Investment Group
Georgia
$190K
EP
2035
Essential Planning
New Hampshire
$189K +$2.45K +146 +1%
TAM
2036
TCP Asset Management
Ohio
$188K +$188K +11,211 New
SWM
2037
Shakespeare Wealth Management
Wisconsin
$187K -$4.67K -278 -2%
SIS
2038
Strategic Investment Solutions
Illinois
$187K -$9.16M -545,627 -98%
SPG
2039
Strategic Planning Group
Utah
$187K +$187K +11,140 New
PCM
2040
Princeton Capital Management
New Jersey
$187K
BIAS
2041
Beacon Investment Advisory Services
New Jersey
$187K -$43.1K -2,570 -19%
SXL
2042
Summit X LLC
Missouri
$187K -$13.4K -798 -7%
FFA
2043
Fi3 Financial Advisors
Indiana
$187K -$1.61K -96 -0.9%
EG
2044
Ellerson Group
Maryland
$187K
EA
2045
Ergawealth Advisors
Illinois
$187K +$12.5K +747 +7%
BWM
2046
Biltmore Wealth Management
Arizona
$186K +$34 +2 +0%
CWS
2047
Cypress Wealth Services
California
$186K -$25.5K -1,518 -12%
DI
2048
Disciplined Investments
Oklahoma
$185K +$185K +11,035 New
AF
2049
Apollon Financial
South Carolina
$185K +$185K +11,032 New
FWA
2050
FSM Wealth Advisors
Ohio
$185K +$185K +11,028 New