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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
KFP
2276
KB Financial Partners
New Jersey
$2K
TWD
2277
True Wealth Design
Ohio
$1.92K +$88 +6 +5%
APW
2278
Acima Private Wealth
Virginia
$1.74K
DF
2279
DecisionPoint Financial
Arizona
$1.73K -$2.62K -179 -61%
SWM
2280
Sanctuary Wealth Management
Idaho
$1.5K
TWP
2281
TFO Wealth Partners
Ohio
$1.42K +$938 +64 +256%
EAM
2282
Eukles Asset Management
Ohio
$1.25K +$15 +1 +1%
LB
2283
Legacy Bridge
Iowa
$1.25K
WA
2284
WestEnd Advisors
North Carolina
$1.08K +$1.05K +72 New
FPB
2285
First PREMIER Bank
South Dakota
$1K -$136K -9,267 -99%
TFA
2286
Toth Financial Advisory
Virginia
$751 -$44.3K -3,023 -98%
UFF
2287
USA Financial Formulas
Michigan
$706
WFA
2288
West Financial Advisors
Iowa
$661
BCPWM
2289
Bradley & Co Private Wealth Management
Florida
$556 +$542 +37 New
DWA
2290
Delos Wealth Advisors
Texas
$179
LFASL
2291
Lugano Financial Advisors SA (LFA)
Switzerland
$30 +$29 +2 New
SFFS
2292
Stonehage Fleming Financial Services
Jersey
$15
ERSOT
2293
Employees Retirement System of Texas
Texas
-$50.6M -3,173,810 Closed
WP
2294
Woodline Partners
California
-$45.2M -2,836,068 Closed
Janney Montgomery Scott
2295
Janney Montgomery Scott
Pennsylvania
-$44.4M -2,784,348 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2296
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$36.9M -2,314,100 Closed
N
2297
Natixis
France
-$29.4M -2,004,574 Closed
Marshall Wace
2298
Marshall Wace
United Kingdom
-$23M -1,439,745 Closed
Capital Fund Management (CFM)
2299
Capital Fund Management (CFM)
France
-$20.8M -1,421,384 Closed
MCM
2300
MKP Capital Management
New York
-$21.9M -1,375,791 Closed

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.