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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
FFL
2301
Financial Freedom LLC
Ohio
$29.8K +$341 +20 +1%
IWP
2302
IAG Wealth Partners
Wisconsin
$29.2K -$24.7K -1,453 -44%
PP
2303
Pacifica Partners
Canada
$28.9K
KHC
2304
Koesten Hirschmann & Crabtree
Kansas
$28K +$17 +1 +0.1%
GAG
2305
Goodman Advisory Group
Massachusetts
$26.4K
BL
2306
Bleichroeder LP
New York
$26.3K
CIR
2307
Clear Investment Research
Georgia
$26.3K
IHWM
2308
Iron Horse Wealth Management
Iowa
$26K -$1.79K -105 -6%
SFG
2309
Steward Financial Group
Texas
$25K +$903 +53 +3%
TC
2310
Tacita Capital
Ontario, Canada
$24K +$10.2K +600 +68%
CMANY
2311
Capital Management Associates (New York)
New York
$23.1K
HWM
2312
HighMark Wealth Management
Minnesota
$22.1K +$51 +3 +0.2%
RWML
2313
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$22.1K -$5.16K -303 -18%
FSWA
2314
Financial Synergies Wealth Advisors
Texas
$21.1K +$204 +12 +0.9%
VF
2315
VitalStone Financial
Texas
$21K +$8.35K +490 +82%
SFCL
2316
Strengthening Families & Communities LLC
Massachusetts
$21K +$9.49K +557 +74%
CAC
2317
Core Alternative Capital
Georgia
$20.5K
1832 Asset Management
2318
1832 Asset Management
Ontario, Canada
$19.2K
LIA
2319
Luken Investment Analytics
Tennessee
$18.9K +$749 +44 +4%
PPWM
2320
PFG Private Wealth Management
Florida
$18.7K
LFA
2321
Level Financial Advisors
New York
$18.4K +$511 +30 +3%
IFAM
2322
Institutional & Family Asset Management
Colorado
$18K -$698 -41 -4%
AWM
2323
Avondale Wealth Management
Texas
$17.5K
MWA
2324
Miller Wealth Advisors
Colorado
$16.3K -$26.5K -1,557 -60%
GI
2325
GS Investments
Minnesota
$15.9K

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.