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AT&T
T

Overview Fund Activity

2,407 hedge funds and large institutions have $72.3B invested in AT&T in 2022 Q4 according to their latest regulatory filings, with 281 funds opening new positions, 985 increasing their positions, 979 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,407
Holders Change
+100
Holders Change %
+4.33%
% of All Funds
38.84%
Holding in Top 10
41
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+36.67%
% of All Funds
0.66%
New
281
Increased
985
Reduced
979
Closed
135
Calls
$2.05B
Puts
$1.25B
Net Calls
+$793M
Net Calls Change
+$610M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$548M
2
BlackRock
BlackRock
New York
+$478M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$200M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$160M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$121M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
-$197M
2
Renaissance Technologies
Renaissance Technologies
New York
-$152M
3
Newport Trust Company
Newport Trust Company
District of Columbia
-$145M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$125M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
2126
Basso Capital Management
Connecticut
$191K +$191K +10,400 New
SBL
2127
Sargent Bickham Lagudis
Colorado
$191K +$8.08K +439 +4%
RFG
2128
RFP Financial Group
Georgia
$191K +$191K +10,350 New
AWC
2129
Adamsbrown Wealth Consultants
Kansas
$190K -$22.4K -1,215 -11%
IAS
2130
IMA Advisory Services
Colorado
$189K – – –
GCA
2131
Genesee Capital Advisors
New York
$189K +$1.75K +95 +0.9%
JPLA
2132
Joseph P. Lucia & Associates
New York
$188K +$188K +10,235 New
TFCP
2133
Twin Focus Capital Partners
Massachusetts
$188K +$188K +10,221 New
RW
2134
REDW Wealth
New Mexico
$188K +$188K +10,194 New
LMKC
2135
L.M. Kohn & Company
Ohio
$188K -$18.7K -1,018 -9%
EIP
2136
Ellis Investment Partners
Pennsylvania
$187K -$64.8K -3,521 -26%
CWM
2137
Collaborative Wealth Management
Florida
$187K +$187K +10,165 New
CA
2138
CapWealth Advisors
Tennessee
$186K -$12.8M -695,547 -99%
WAM
2139
WealthTrust Asset Management
Florida
$186K -$59.2K -3,217 -24%
NJBEST
2140
New Jersey Better Educational Savings Trust
New Jersey
$186K – – –
SIC
2141
SJS Investment Consulting
Ohio
$185K +$30.4K +1,649 +20%
CBB
2142
Citizens Business Bank
California
$185K – – –
ETIA
2143
Epic Trust Investment Advisors
Washington
$185K -$95.1K -5,167 -34%
HWA
2144
HHM Wealth Advisors
Tennessee
$185K +$5.03K +273 +3%
HWA
2145
HCR Wealth Advisors
California
$185K – – –
CAM
2146
Cacti Asset Management
Georgia
$184K – – –
QL
2147
Quarry LP
New York
$181K +$181K +9,816 New
HS
2148
Horan Securities
United States
$180K -$47.5K -2,579 -21%
FMP
2149
Financial Management Professionals
Texas
$179K +$25.2K +1,372 +16%
NFA
2150
Northern Financial Advisors
Michigan
$177K +$177K +11,268 New
84 85
86
87 88