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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
GWSA
2251
Global Wealth Strategies & Associates
Colorado
$58K
FA
2252
Fiduciary Alliance
South Carolina
$57.7K +$61.6K +3,615 New
HC
2253
Hoese & Co
Minnesota
$57.4K
FWA
2254
FSC Wealth Advisors
New York
$56.5K
TFM
2255
TFC Financial Management
Massachusetts
$55.9K +$40.7K +2,389 +214%
WPA
2256
West Paces Advisors
Georgia
$55.8K -$5.96K -350 -9%
TFP
2257
Tilia Fiduciary Partners
North Carolina
$55.3K -$1K -59 -2%
TCM
2258
Tradewinds Capital Management
Washington
$55.1K +$324 +19 +0.6%
EARNEST Partners
2259
EARNEST Partners
Georgia
$55K
MLA
2260
MB, Levis & Associates
Pennsylvania
$54.7K -$5.04K -296 -8%
CMP
2261
Coston McIsaac & Partners
Maine
$52K +$2.93K +172 +5%
AW
2262
Avion Wealth
Texas
$52K +$36.9K +2,169 +191%
PMFA
2263
Plante Moran Financial Advisors
Michigan
$50.7K -$45K -2,642 -45%
TFA
2264
Toth Financial Advisory
Virginia
$49K +$51.4K +3,015 +5,198%
MCM
2265
MV Capital Management
Maryland
$47.9K -$57.9K -3,398 -53%
SAG
2266
Spotlight Asset Group
Illinois
$47.9K +$51.1K +3,000 New
JWM
2267
Janiczek Wealth Management
Colorado
$47.8K -$112K -6,576 -69%
CAM
2268
Chesapeake Asset Management
New York
$47.8K -$7.65K -449 -13%
SF
2269
Safeguard Financial
Wisconsin
$47K +$51K +2,995 New
CSWM
2270
Cassady Schiller Wealth Management
Ohio
$46.3K -$3.41K -200 -6%
HF
2271
Halpern Financial
Virginia
$45.9K -$3.54K -208 -7%
MFA
2272
McClarren Financial Advisors
Pennsylvania
$45K +$426 +25 +0.9%
CFS
2273
CGC Financial Services
Oregon
$43.3K +$46.3K +2,717 New
SC
2274
Stephens Consulting
Michigan
$41.9K +$5.11K +300 +13%
NIC
2275
Northwest Investment Counselors
Oregon
$41.6K -$17.4K -1,022 -28%

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.