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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
BIA
2276
Bell Investment Advisors
California
$41K -$23.8K -1,395 -35%
MWM
2277
Mascoma Wealth Management
New Hampshire
$40.2K -$78K -4,581 -62%
TLA
2278
Tanglewood Legacy Advisors
Texas
$38.6K +$187 +11 +0.5%
MCA
2279
Maryland Capital Advisors
Maryland
$38.5K +$15.4K +906 +60%
BSC
2280
Brown Shipley & Co
United Kingdom
$38.4K
FMTCOCP
2281
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$38K
LFA
2282
Legend Financial Advisors
Pennsylvania
$36.8K -$835 -49 -2%
KA
2283
Kozak & Associates
Colorado
$36.7K +$1.86K +109 +5%
DCBT
2284
Dakota Community Bank & Trust
North Dakota
$36.5K +$37.3K +2,188 +2,188%
C
2285
Covestor
United Kingdom
$36K -$528 -31 -1%
RDFA
2286
Ritter Daniher Financial Advisory
Ohio
$35.9K +$28.3K +1,661 +281%
LWA
2287
Lowe Wealth Advisors
Maryland
$34.8K
PK
2288
Pflug Koory
Nebraska
$34.7K -$852 -50 -2%
CCC
2289
Chelsea Counsel Company
California
$34.4K -$954K -55,995 -96%
AFS
2290
Annapolis Financial Services
Maryland
$34.3K
RDIA
2291
RE Dickinson Investment Advisors
Iowa
$34K +$187 +11 +0.5%
AWM
2292
Abound Wealth Management
Tennessee
$33.7K -$5.94K -349 -14%
CWM
2293
CarsonAllaria Wealth Management
Illinois
$32.5K +$238 +14 +0.7%
GKIM
2294
GW&K Investment Management
Massachusetts
$32K +$33.7K +1,976 +49,400%
TCA
2295
Trifecta Capital Advisors
Illinois
$31.9K -$5.96K -350 -15%
Kayne Anderson Rudnick Investment Management
2296
Kayne Anderson Rudnick Investment Management
California
$31.7K +$7.71K +453 +30%
VSQM
2297
V-Square Quantitative Management
Illinois
$31.5K +$33.7K +1,976 New
RBC
2298
Roble Belko & Company
Pennsylvania
$31K
PO
2299
Private Ocean
California
$30.5K -$11.2K -658 -26%
IAIM
2300
Industrial Alliance Investment Management
Quebec, Canada
$30K -$50.6K -2,973 -62%

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.