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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
FWM
2051
Focused Wealth Management
New York
$186K +$5.37K +315 +3%
WAS
2052
Winch Advisory Services
Wisconsin
$186K -$58.6K -3,442 -23%
DOA
2053
D'Orazio & Associates
Virginia
$186K +$1.45K +85 +0.7%
AGC
2054
Aspen Grove Capital
Colorado
$185K +$198K +11,623 New
CFP
2055
Catalyst Financial Partners
Massachusetts
$185K -$52.9K -3,103 -21%
FMI
2056
F/M Investments
District of Columbia
$185K +$715 +42 +0.4%
SIC
2057
Sterling Investment Counsel
New York
$184K
LCM
2058
Liberty Capital Management
Michigan
$184K
OPWM
2059
Oxinas Partners Wealth Management
Indiana
$184K +$1.79K +105 +0.9%
WAM
2060
WealthTrust Asset Management
Florida
$184K +$23.6K +1,387 +14%
KAM
2061
KEB Asset Management
Illinois
$183K -$28.9K -1,695 -13%
W
2062
WealthOne
New York
$183K -$7.68K -451 -4%
LNWTC
2063
Laird Norton Wetherby Trust Company
Washington
$183K
MFG
2064
Midwest Financial Group
Kansas
$183K +$196K +11,493 New
AWG
2065
Altus Wealth Group
Colorado
$183K +$5.11K +300 +3%
EP
2066
Essential Planning
New Hampshire
$182K +$195K +11,437 New
HWMG
2067
Hurlow Wealth Management Group
Indiana
$181K -$1.87K -110 -1%
KPWG
2068
KFA Private Wealth Group
Virginia
$180K -$62.9K -3,691 -25%
CCA
2069
Cobblestone Capital Advisors
New York
$180K -$14.5K -850 -7%
WCM
2070
Wedge Capital Management
North Carolina
$179K -$10.5K -618 -5%
PWM
2071
Prosperity Wealth Management
California
$179K -$86.8K -5,099 -31%
PCMK
2072
Paragon Capital Management (Kansas)
Kansas
$178K -$5.13K -301 -3%
PBC
2073
Pavion Blue Capital
California
$178K -$10.4K -609 -5%
SWM
2074
Shakespeare Wealth Management
Wisconsin
$178K -$18.4K -1,079 -9%
GPA
2075
Garrison Point Advisors
California
$178K -$255 -15 -0.1%

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.