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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
CPC
2101
Consolidated Planning Corp
Georgia
$172K +$184K +10,810 New
TIM
2102
Tortoise Investment Management
New York
$172K +$34.1K +2,000 +23%
PA
2103
Perennial Advisors
New York
$172K
IIA
2104
Integral Investment Advisors
California
$172K -$1.77K -104 -1%
CW
2105
CIC Wealth
Maryland
$172K +$183K +10,765 New
IGGA
2106
Iron Gate Global Advisors
Utah
$172K +$358 +21 +0.2%
FC
2107
Forte Capital
New York
$172K +$183K +10,754 New
PFA
2108
Pettinga Financial Advisors
Indiana
$171K -$26.4K -1,551 -13%
NSAM
2109
North Star Asset Management
Wisconsin
$171K -$1.11K -65 -0.6%
LFA
2110
Landmark Financial Advisors
Kentucky
$171K +$183K +10,724 New
ARC
2111
Advisor Resource Council
Texas
$171K -$531K -31,186 -74%
KLCM
2112
KG&L Capital Management
Louisiana
$171K -$24.5K -1,436 -12%
ITIM
2113
Indiana Trust & Investment Management
Indiana
$171K
MA
2114
MKT Advisors
California
$170K -$55.2K -3,241 -22%
CWA
2115
CJM Wealth Advisers
Virginia
$170K +$182K +10,661 New
LIM
2116
Lathrop Investment Management
Arkansas
$170K +$749 +44 +0.4%
MFT
2117
Moisand Fitzgerald Tamayo
Florida
$169K +$34 +2 +0%
CJFS
2118
Coulter & Justus Financial Services
Tennessee
$169K +$8.86K +520 +5%
REMPR
2119
Roof Eidam Maycock Peralta (REMP)
California
$168K
EBT
2120
Enterprise Bank & Trust
Massachusetts
$168K +$180K +10,546 New
DFCM
2121
Dark Forest Capital Management
Puerto Rico
$168K -$7.05K -414 -4%
CAS
2122
Coppell Advisory Solutions
Texas
$168K +$179K +10,491 New
AWC
2123
Adamsbrown Wealth Consultants
Kansas
$168K +$1.35K +79 +0.8%
PFA
2124
Professional Financial Advisors
Nebraska
$167K -$1.74K -102 -1%
TC
2125
Trilogy Capital
California
$167K +$193K +11,333 New

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.