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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
AWM
2176
Abound Wealth Management
Tennessee
$30.9K -$909 -62 -3%
RAM
2177
Ramirez Asset Management
New York
$30K +$29.3K +2,000 New
LD
2178
Lipe & Dalton
New York
$30K +$29.3K +2,000 New
Kayne Anderson Rudnick Investment Management
2179
Kayne Anderson Rudnick Investment Management
California
$29.8K
PO
2180
Private Ocean
California
$28.7K
FFL
2181
Financial Freedom LLC
Ohio
$28.4K +$366 +25 +1%
NRG
2182
Nemes Rush Group
Michigan
$28.4K -$42K -2,864 -60%
LWA
2183
Lowe Wealth Advisors
Maryland
$27K -$5.61K -383 -18%
SFG
2184
Steward Financial Group
Texas
$27K +$2.92K +199 +12%
TCA
2185
Trifecta Capital Advisors
Illinois
$26.6K -$3.36K -229 -11%
CCC
2186
Chelsea Counsel Company
California
$26.5K -$5.8K -396 -18%
KHC
2187
Koesten Hirschmann & Crabtree
Kansas
$26.4K +$15 +1 +0.1%
FMTCOCP
2188
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$26K -$10.1K -690 -29%
EBA
2189
Eagle Bay Advisors
New York
$25K -$31K -2,112 -56%
CIR
2190
Clear Investment Research
Georgia
$25K +$220 +15 +0.9%
GAG
2191
Goodman Advisory Group
Massachusetts
$24.9K
BL
2192
Bleichroeder LP
New York
$24.8K
CCP
2193
Carmel Capital Partners
California
$24.6K +$23.8K +1,625 +16,250%
CFS
2194
CGC Financial Services
Oregon
$24.2K -$16.2K -1,106 -41%
IHWM
2195
Iron Horse Wealth Management
Iowa
$23K -$1.38K -94 -6%
YAL
2196
Your Advocates Ltd
Texas
$23K +$21.6K +1,472 +2,453%
PP
2197
PrairieView Partners
Minnesota
$23K -$37.1K -2,528 -62%
TVWM
2198
Tower View Wealth Management
Wisconsin
$23K +$19K +1,299 +494%
1832 Asset Management
2199
1832 Asset Management
Ontario, Canada
$22.6K +$4.4K +300 +25%
CMANY
2200
Capital Management Associates (New York)
New York
$22K

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.