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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
IWP
2201
IAG Wealth Partners
Wisconsin
$22K -$5.39K -368 -20%
HWM
2202
HighMark Wealth Management
Minnesota
$20.9K +$73 +5 +0.4%
RWML
2203
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$20.8K
AT
2204
Avalon Trust
New Mexico
$20.8K +$20.3K +1,383 New
FSWA
2205
Financial Synergies Wealth Advisors
Texas
$20.1K +$220 +15 +1%
PS
2206
PayPay Securities
Japan
$20.1K +$15.7K +1,071 +406%
AW
2207
Avion Wealth
Texas
$20K -$27.8K -1,897 -57%
CJL
2208
Cyrus J. Lawrence
New York
$19K
HT
2209
Headlands Technologies
Illinois
$18.2K -$1.12M -76,214 -98%
SC
2210
Sawyer & Company
Massachusetts
$18K -$1.31M -89,410 -99%
PPWM
2211
PFG Private Wealth Management
Florida
$17.6K
RTL
2212
Red Tortoise LLC
Georgia
$17.5K +$14.7K +1,001 +607%
FIM
2213
FWL Investment Management
Texas
$17.2K +$16.8K +1,148 New
LIA
2214
Luken Investment Analytics
Tennessee
$17.2K -$645 -44 -4%
LFA
2215
Level Financial Advisors
New York
$16.9K -$440 -30 -3%
AWM
2216
Avondale Wealth Management
Texas
$16.5K
CAC
2217
Core Alternative Capital
Georgia
$16.4K -$2.81K -192 -15%
VF
2218
VitalStone Financial
Texas
$16K -$1.03K -70 -6%
MWA
2219
Miller Wealth Advisors
Colorado
$15.3K
NL
2220
NVWM LLC
Pennsylvania
$15.3K -$350K -23,867 -96%
PG
2221
Proffitt & Goodson
Tennessee
$15.2K +$6.27K +428 +74%
FC
2222
Family CFO
California
$14.4K
NOI
2223
Newton One Investments
Delaware
$14.3K
IA
2224
IFS Advisors
Kansas
$12.9K
SIM
2225
Studio Investment Management
Illinois
$12.5K

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.