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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
BCM
2376
Bourgeon Capital Management
Connecticut
$2.86K -$852 -50 -22%
RTL
2377
Red Tortoise LLC
Georgia
$2.63K -$16.4K -965 -85%
SHIM
2378
Stone House Investment Management
Pennsylvania
$2.61K +$51 +3 +2%
KFP
2379
KB Financial Partners
New Jersey
$2K -$1.07K -63 -36%
TWD
2380
True Wealth Design
Ohio
$1.95K -$7.26K -426 -78%
APW
2381
Acima Private Wealth
Virginia
$1.85K
SWM
2382
Sanctuary Wealth Management
Idaho
$1.59K +$1.7K +100 New
EAM
2383
Eukles Asset Management
Ohio
$1.33K
LB
2384
Legacy Bridge
Iowa
$1.32K
FGAM
2385
Financial Gravity Asset Management
Texas
$1.16K +$1.4K +82 New
2L
2386
25 LLC
Missouri
$983 +$579 +34 +110%
YAL
2387
Your Advocates Ltd
Texas
$957 +$1.02K +60 New
WIM
2388
WealthPlan Investment Management
Nebraska
$892 +$17 +1 +2%
UFF
2389
USA Financial Formulas
Michigan
$750
WFA
2390
West Financial Advisors
Iowa
$702 +$749 +44 New
TCCM
2391
Timber Creek Capital Management
Massachusetts
$594 +$630 +37 New
TWP
2392
TFO Wealth Partners
Ohio
$399
Comerica Bank
2393
Comerica Bank
Texas
$309 +$33.2M +1,946,886 New
DWA
2394
Delos Wealth Advisors
Texas
$189
CCP
2395
Carmel Capital Partners
California
$160 -$27.4K -1,607 -99%
AIA
2396
Arcadia Investment Advisors
Idaho
$160 +$170 +10 New
CJL
2397
Cyrus J. Lawrence
New York
$20
SFFS
2398
Stonehage Fleming Financial Services
Jersey
$15
SVCP
2399
Silicon Valley Capital Partners
California
$6
Capital World Investors
2400
Capital World Investors
California
-$150M -7,772,209 Closed

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.