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2,396 hedge funds and large institutions have $62.8B invested in AT&T in 2023 Q2 according to their latest regulatory filings, with 177 funds opening new positions, 927 increasing their positions, 1,102 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $871M | Put options by funds: $726M

13% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 156

0% more funds holding

Funds holding: 2,3942,396 (+2)

0.71% less ownership

Funds ownership: 55.56%54.85% (-0.71%)

16% less repeat investments, than reductions

Existing positions increased: 927 | Existing positions reduced: 1,102

18% less capital invested

Capital invested by funds: $76.5B → $62.8B (-$13.7B)

44% less funds holding in top 10

Funds holding in top 10: 4827 (-21)

Holders
2,396
Holders Change
+2
Holders Change %
+0.08%
% of All Funds
37.61%
Holding in Top 10
27
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-43.75%
% of All Funds
0.42%
New
177
Increased
927
Reduced
1,102
Closed
156
Calls
$871M
Puts
$726M
Net Calls
+$145M
Net Calls Change
-$474M
Name Holding Trade Value Shares
Change
Change in
Stake
SOAMC
2201
Spirit of America Management Corp
New York
$104K
BCA
2202
Bray Capital Advisors
Florida
$103K -$21.5K -1,264 -16%
VIA
2203
Virtus Investment Advisers
Connecticut
$103K
CPG
2204
Cornerstone Planning Group
New Jersey
$103K +$110K +6,437 New
BFPW
2205
BOK Financial Private Wealth
Colorado
$102K -$1.29K -76 -1%
VWM
2206
Venturi Wealth Management
Texas
$102K +$5.62K +330 +5%
CWM
2207
Cranbrook Wealth Management
Michigan
$99.9K
IPW
2208
Impact Partnership Wealth
Georgia
$99.9K +$107K +6,261 New
AA
2209
Addison Advisors
Vermont
$98.7K -$1.55K -91 -1%
IBOK
2210
Independence Bank of Kentucky
Kentucky
$97.5K +$8.99K +528 +9%
TAM
2211
Tucker Asset Management
Colorado
$96.8K +$39.4K +2,312 +62%
PP
2212
Paloma Partners
Connecticut
$95K +$101K +5,957 New
FRA
2213
Front Row Advisors
California
$95K
SIC
2214
SJS Investment Consulting
Ohio
$94.4K -$72.6K -4,263 -42%
JMF
2215
Johnson Midwest Financial
Iowa
$89.5K +$681 +40 +0.7%
PIM
2216
Platinum Investment Management
Australia
$88.5K +$17.4K +1,023 +23%
AA
2217
AlphaMark Advisors
Kentucky
$88K +$17.5K +1,027 +23%
BBA
2218
Baader Bank Aktiengesellschaft
Germany
$87.7K +$93.7K +5,500 New
SC
2219
Steph & Co
Wisconsin
$86.1K -$18.3K -1,076 -17%
DAC
2220
Dividend Assets Capital
South Carolina
$85K -$37.1K -2,180 -29%
RMC
2221
Resources Management Corp
Connecticut
$85K +$19.1K +1,121 +27%
CWA
2222
Clearview Wealth Advisors
Oregon
$81.4K -$153K -8,971 -64%
FMB
2223
Field & Main Bank
Kentucky
$80.2K -$3.41K -200 -4%
HB
2224
Horizon Bancorp
Indiana
$80K +$85.2K +5,003 New
CFG
2225
CKW Financial Group
Hawaii
$79K +$852 +50 +1%

T Hedge Fund Activity: Q2 2023 in Review

2,396 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q2 2023, worth a combined $62.8B — down 18% from $76.5B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new T positions and 156 closed out — a net gain of 21 holders — while 927 added to existing stakes and 1,102 trimmed.

The largest buyer was BlackRock, adding an estimated $198M. The largest seller was Citadel Advisors, cutting an estimated $431M.

  • 2,396 institutional investors held AT&T (T) as of Q2 2023, up from 2,394 in Q1 2023.
  • Funds reported $62.8B of AT&T stock for Q2 2023, down 18% quarter-over-quarter.
  • 177 funds opened new AT&T positions in Q2 2023 and 156 closed out, a net change of +21 holders.
  • The largest AT&T buyer in Q2 2023 was BlackRock, an estimated $198M added.
  • The largest AT&T seller in Q2 2023 was Citadel Advisors, an estimated $431M sold.

Based on aggregated 13F filings for Q2 2023.