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2,289 hedge funds and large institutions have $59.9B invested in AT&T in 2023 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 812 increasing their positions, 1,171 reducing their positions, and 207 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $1.1B | Put options by funds: $767M

11% more funds holding in top 10

Funds holding in top 10: 2730 (+3)

0.73% more ownership

Funds ownership: 54.85%55.58% (+0.73%)

5% less capital invested

Capital invested by funds: $62.8B → $59.9B (-$2.93B)

4% less funds holding

Funds holding: 2,3962,289 (-107)

31% less repeat investments, than reductions

Existing positions increased: 812 | Existing positions reduced: 1,171

38% less first-time investments, than exits

New positions opened: 129 | Existing positions closed: 207

Holders
2,289
Holders Change
-107
Holders Change %
-4.47%
% of All Funds
36.32%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.48%
New
129
Increased
812
Reduced
1,171
Closed
207
Calls
$1.1B
Puts
$767M
Net Calls
+$334M
Net Calls Change
+$189M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
2101
Financial Avengers
California
$85.1K +$20.1K +1,369 +32%
JMF
2102
Johnson Midwest Financial
Iowa
$85K +$733 +50 +0.9%
AWM
2103
AllSquare Wealth Management
New York
$84K -$47.6K -3,250 -37%
LTI
2104
Laffer Tengler Investments
Tennessee
$83.7K +$20.8K +1,420 +34%
MCM
2105
Manchester Capital Management
Vermont
$83.6K -$22.7K -1,547 -22%
MCM
2106
MV Capital Management
Maryland
$83K +$37K +2,521 +84%
SC
2107
Steph & Co
Wisconsin
$81.1K
RMC
2108
Resources Management Corp
Connecticut
$80K
BFP
2109
Briaud Financial Planning
Texas
$78K +$76.2K +5,196 New
TAM
2110
Tucker Asset Management
Colorado
$76K -$14.7K -1,006 -17%
SA
2111
SRH Advisors
Kansas
$75.8K -$14.1K -962 -16%
AI
2112
AXS Investments
New York
$75.5K -$1.13M -77,426 -94%
BFPW
2113
BOK Financial Private Wealth
Colorado
$75K -$21K -1,430 -22%
CFG
2114
CKW Financial Group
Hawaii
$75K
HI
2115
Hoey Investments
Pennsylvania
$74.3K -$247K -16,850 -77%
PMFA
2116
Plante Moran Financial Advisors
Michigan
$73.2K +$24.8K +1,692 +53%
WWM
2117
Wolff Wiese Magana
California
$70.9K -$47.8K -3,260 -41%
BAAM
2118
Baker Avenue Asset Management
California
$70.6K -$193K -13,158 -74%
FWA
2119
FSC Wealth Advisors
New York
$70.5K +$16.8K +1,149 +32%
Loomis, Sayles & Company
2120
Loomis, Sayles & Company
Massachusetts
$70K -$1.1M -75,098 -94%
SR
2121
Syntax Research
Florida
$69.9K +$68.2K +4,653 New
LWCFA
2122
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$69.1K -$140K -9,546 -68%
CAM
2123
Costello Asset Management
Pennsylvania
$67.6K
BWAM
2124
Boyd Watterson Asset Management
Ohio
$67.3K -$2.93K -200 -4%
BIA
2125
Bell Investment Advisors
California
$67.2K +$27.8K +1,899 +74%

T Hedge Fund Activity: Q3 2023 in Review

2,289 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2023, worth a combined $59.9B — down 4.7% from $62.8B a quarter earlier.

Sellers outnumbered buyers: 207 funds closed out of T and 129 opened new positions — a net loss of 78 holders — while 1,171 trimmed existing stakes and 812 added.

The largest buyer was Ameriprise, adding an estimated $501M. The largest seller was Deutsche Bank, cutting an estimated $241M.

  • 2,289 institutional investors held AT&T (T) as of Q3 2023, down from 2,396 in Q2 2023.
  • Funds reported $59.9B of AT&T stock for Q3 2023, down 4.7% quarter-over-quarter.
  • 129 funds opened new AT&T positions in Q3 2023 and 207 closed out, a net change of -78 holders.
  • The largest AT&T buyer in Q3 2023 was Ameriprise, an estimated $501M added.
  • The largest AT&T seller in Q3 2023 was Deutsche Bank, an estimated $241M sold.

Based on aggregated 13F filings for Q3 2023.