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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
PIAS
2226
PCA Investment Advisory Services
Ohio
$78.4K +$83.7K +4,917 New
CCMI
2227
Creative Capital Management Investments
California
$77.5K -$545 -32 -0.7%
EWM
2228
Evermay Wealth Management
Virginia
$76.2K +$14.1K +828 +21%
NRG
2229
Nemes Rush Group
Michigan
$75.8K +$81K +4,754 New
VAG
2230
VisionPoint Advisory Group
Texas
$75.1K +$80.2K +4,711 New
BWAM
2231
Boyd Watterson Asset Management
Ohio
$74.6K
ANBT
2232
American National Bank & Trust
Texas
$74.2K +$2.56K +150 +3%
DI
2233
Disciplined Investments
Oklahoma
$73.8K +$732 +43 +0.9%
GG
2234
Gleason Group
Kentucky
$71.8K +$1.18K +69 +2%
CAM
2235
Costello Asset Management
Pennsylvania
$71.8K
JFA
2236
JNBA Financial Advisors
Minnesota
$71.3K
PG
2237
Prostatis Group
Maryland
$70K +$464K +27,219 New
EL
2238
EMFO LLC
Florida
$69.4K
FA
2239
Financial Avengers
California
$68.6K +$10.4K +610 +17%
GTAM
2240
Global Trust Asset Management
Florida
$68.2K +$27.3K +1,600 +60%
BAM
2241
Bellevue Asset Management
Washington
$67.1K -$10.8K -635 -13%
HRC
2242
Hoertkorn Richard Charles
$66.2K
LTI
2243
Laffer Tengler Investments
Tennessee
$66.2K
PP
2244
PrairieView Partners
Minnesota
$65K
BBPWM
2245
Blue Bell Private Wealth Management
Pennsylvania
$63.9K +$36.4K +2,138 +115%
CAL
2246
Capital Advisors Ltd
Ohio
$63K +$7.26K +426 +12%
SWA
2247
Sutton Wealth Advisors
Florida
$62.7K -$35.4K -2,076 -35%
EBA
2248
Eagle Bay Advisors
New York
$60.2K -$24.3K -1,424 -27%
BAM
2249
Bosun Asset Management
Illinois
$58.4K +$62.3K +3,660 New
CAM
2250
Close Asset Management
United Kingdom
$58K +$42.6K +2,500 +217%

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.