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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
GKIM
2151
GW&K Investment Management
Massachusetts
$45K +$14.6K +997 +50%
CSWM
2152
Cassady Schiller Wealth Management
Ohio
$43.6K
BWS
2153
Buck Wealth Strategies
Colorado
$43.4K -$4.75M -324,066 -99%
TCM
2154
TD Capital Management
Tennessee
$43K -$53.6K -3,656 -56%
MWM
2155
Mascoma Wealth Management
New Hampshire
$42.6K
QL
2156
Quarry LP
New York
$42.1K -$66.3K -4,521 -62%
HF
2157
Halpern Financial
Virginia
$40.9K -$2.2K -150 -5%
SC
2158
Stephens Consulting
Michigan
$40.9K +$1.42K +97 +4%
MFA
2159
McClarren Financial Advisors
Pennsylvania
$40K -$1.51K -103 -4%
C
2160
Covestor
United Kingdom
$40K +$6.46K +441 +20%
NIC
2161
Northwest Investment Counselors
Oregon
$36.9K -$2.26K -154 -6%
MCA
2162
Maryland Capital Advisors
Maryland
$36.3K
JWM
2163
Janiczek Wealth Management
Colorado
$36.2K -$8.57K -585 -20%
BSC
2164
Brown Shipley & Co
United Kingdom
$36.2K
HC
2165
Hoese & Co
Minnesota
$35.7K -$17.9K -1,218 -34%
FCMT
2166
Founders Capital Management (Texas)
Texas
$35.6K -$400K -27,315 -92%
KA
2167
Kozak & Associates
Colorado
$35.1K +$2.26K +154 +7%
CAL
2168
Capital Advisors Ltd
Ohio
$35K -$23.1K -1,579 -40%
LFA
2169
Legend Financial Advisors
Pennsylvania
$34.6K
WPA
2170
West Paces Advisors
Georgia
$34.2K -$17.9K -1,220 -35%
SWA
2171
Sutton Wealth Advisors
Florida
$33.6K -$24.8K -1,694 -43%
CWM
2172
CarsonAllaria Wealth Management
Illinois
$33.1K +$2.43K +166 +8%
TLA
2173
Tanglewood Legacy Advisors
Texas
$32.5K -$3.78K -258 -11%
AFS
2174
Annapolis Financial Services
Maryland
$32.3K
RDIA
2175
RE Dickinson Investment Advisors
Iowa
$32K +$191 +13 +0.6%

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.