We are live on ! Find out more

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
V
2326
Veritable
Delaware
-$2.71M -170,066 Closed
SGA
2327
Strategic Global Advisors
California
-$2.64M -165,327 Closed
UFG
2328
United Fire Group
Iowa
-$2.63M -165,160 Closed
VIA
2329
Vident Investment Advisory
Georgia
-$2.51M -157,171 Closed
HCM
2330
Hengehold Capital Management
Ohio
-$2.5M -156,915 Closed
CAM
2331
Cidel Asset Management
Ontario, Canada
-$2.2M -137,931 Closed
JIC
2332
Johnson Investment Counsel
Ohio
-$2.19M -137,332 Closed
MC
2333
Machina Capital
France
-$2.14M -133,972 Closed
TAM
2334
Tabor Asset Management
New York
-$2.1M -131,529 Closed
MPIM
2335
McGinn Penninger Investment Management
Virginia
-$1.98M -124,265 Closed
SLFPAM
2336
St. Louis Financial Planners Asset Management
Missouri
-$1.94M -121,491 Closed
KWILP
2337
Kiwi Wealth Investments Limited Partnership
New Zealand
-$1.93M -121,073 Closed
CCIA
2338
Cherry Creek Investment Advisors
Colorado
-$1.92M -120,276 Closed
BKA
2339
Brick & Kyle Associates
Pennsylvania
-$1.75M -109,180 Closed
VNIM
2340
Vaughan Nelson Investment Management
Texas
-$1.64M -102,675 Closed
FA
2341
Fagan Associates
New York
-$1.57M -98,417 Closed
FDS
2342
First Dallas Securities
Texas
-$1.49M -93,689 Closed
MCIA
2343
Mountain Capital Investment Advisors
Colorado
-$1.4M -93,617 Closed
WCA
2344
Waratah Capital Advisors
Ontario, Canada
-$1.49M -93,364 Closed
WorldQuant Millennium Advisors
2345
WorldQuant Millennium Advisors
New York
-$1.46M -91,412 Closed
IMC Chicago
2346
IMC Chicago
Illinois
-$1.27M -86,316 Closed
AWM
2347
Avitas Wealth Management
California
-$1.32M -82,595 Closed
DTL
2348
Dynamic Technology Lab
Singapore
-$1.29M -81,022 Closed
BA
2349
Baugh & Associates
Georgia
-$1.27M -79,429 Closed
CC
2350
Cannell & Co
New York
-$1.27M -79,327 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.