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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
TSW
2126
Thompson Siegel & Walmsley
Virginia
$66K -$37.6K -2,563 -37%
EL
2127
EMFO LLC
Florida
$65.4K
TFM
2128
TFC Financial Management
Massachusetts
$65.2K +$12.2K +833 +24%
AWA
2129
Authentikos Wealth Advisory
California
$64.9K +$63.3K +4,319 New
LOIM
2130
Liberty One Investment Management
Illinois
$64K -$9.1M -620,652 -99%
HRC
2131
Hoertkorn Richard Charles
$62.4K
DAC
2132
Dividend Assets Capital
South Carolina
$62K -$17.8K -1,214 -23%
TC
2133
Tacita Capital
Ontario, Canada
$62K +$38.8K +2,645 +179%
RCG
2134
Rock Creek Group
District of Columbia
$61.3K -$54.1K -3,694 -48%
BBPWM
2135
Blue Bell Private Wealth Management
Pennsylvania
$60.1K
GG
2136
Gleason Group
Kentucky
$57.4K -$10K -683 -15%
BCM
2137
Blume Capital Management
California
$56.1K -$69.2K -4,718 -56%
CAM
2138
Chesapeake Asset Management
New York
$55.8K +$10.6K +720 +24%
GWSA
2139
Global Wealth Strategies & Associates
Colorado
$55.7K +$1.1K +75 +2%
CAM
2140
Close Asset Management
United Kingdom
$55K
CMP
2141
Coston McIsaac & Partners
Maine
$54K +$4.53K +309 +9%
BAM
2142
Bellevue Asset Management
Washington
$53.3K -$9.69K -661 -16%
TCM
2143
Tradewinds Capital Management
Washington
$52K +$59 +4 +0.1%
EARNEST Partners
2144
EARNEST Partners
Georgia
$51.8K
MLA
2145
MB, Levis & Associates
Pennsylvania
$51.5K
CCMI
2146
Creative Capital Management Investments
California
$49.6K -$22.8K -1,555 -32%
EWM
2147
Evermay Wealth Management
Virginia
$49.5K -$21.7K -1,479 -31%
MTIM
2148
Marathon Trading Investment Management
Pennsylvania
$48.1K +$46.9K +3,200 New
PK
2149
Pflug Koory
Nebraska
$46.6K +$13.6K +930 +43%
GTAM
2150
Global Trust Asset Management
Florida
$46.5K -$17.2K -1,176 -28%

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.