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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
RBC
2226
Roble Belko & Company
Pennsylvania
$12K -$17K -1,161 -59%
WOC
2227
West Oak Capital
California
$12K
JEST
2228
JTC Employer Solutions Trustee
Jersey
$11K
IRAG
2229
Investment Research & Advisory Group
Georgia
$10.5K +$191 +13 +2%
SL
2230
Savior LLC
Massachusetts
$10.2K
LOIP
2231
Live Oak Investment Partners
Texas
$9.91K
CIM
2232
Contravisory Investment Management
Massachusetts
$9.54K
DFA
2233
DHJJ Financial Advisors
Illinois
$9.49K +$9.26K +632 New
FPF
2234
First Pacific Financial
Washington
$9.01K
FIA
2235
FNY Investment Advisers
New York
$9K -$2.93K -200 -25%
AFG
2236
Albion Financial Group
Utah
$8.53K -$918K -62,646 -99%
CCM
2237
Copeland Capital Management
Pennsylvania
$8.29K
EA
2238
Evolution Advisers
Virginia
$8K +$88 +6 +1%
SFA
2239
Semmax Financial Advisors
North Carolina
$7.18K +$6.76K +461 New
NC
2240
NewSquare Capital
Pennsylvania
$6.96K -$6.1K -416 -47%
GC
2241
Gould Capital
Washington
$6.24K +$117 +8 +2%
NMG
2242
New Millennium Group
Utah
$6.2K
CAM
2243
ClariVest Asset Management
California
$6K -$777 -53 -12%
HWP
2244
Hibernia Wealth Partners
Louisiana
$5.9K +$5.76K +393 New
CMA
2245
Cedar Mountain Advisors
Oregon
$5.86K +$88 +6 +2%
MBFW
2246
Morton Brown Family Wealth
Pennsylvania
$5.72K +$15 +1 +0.3%
EWP
2247
Elevation Wealth Partners
California
$5.69K
BOC
2248
Bull Oak Capital
California
$5K +$4.88K +333 New
RAM
2249
Riggs Asset Management
Pennsylvania
$4.7K -$7.33K -500 -62%
GFL
2250
Granite FO LLC
New Hampshire
$4.69K -$4.91K -335 -52%

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.