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
MAWAG
2376
Mid-American Wealth Advisory Group
Missouri
-$534K -35,303 Closed
EC
2377
EdgeRock Capital
Colorado
-$530K -33,217 Closed
CAM
2378
CenterStar Asset Management
Illinois
-$486K -33,131 Closed
KOC
2379
Koss-Olinger Consulting
Florida
-$511K -32,012 Closed
MAM
2380
Mystic Asset Management
Rhode Island
-$491K -30,785 Closed
DWM
2381
Drive Wealth Management
Utah
-$489K -30,685 Closed
PR
2382
Payden & Rygel
California
-$474K -29,700 Closed
ORC
2383
O'Rourke & Company
Massachusetts
-$472K -29,570 Closed
PMA
2384
Prudent Man Advisors
Illinois
-$468K -29,315 Closed
IIM
2385
InTrack Investment Management
Vermont
-$464K -29,108 Closed
HWM
2386
Hemington Wealth Management
Virginia
-$454K -28,494 Closed
GC
2387
Garde Capital
Washington
-$448K -28,119 Closed
FTWA
2388
Fifth Third Wealth Advisors
Ohio
-$443K -27,753 Closed
CCG
2389
Ceeto Capital Group
Florida
-$442K -27,724 Closed
PG
2390
Prostatis Group
Maryland
-$70K -27,219 Closed
CT
2391
Coastline Trust
Rhode Island
-$415K -26,039 Closed
IA
2392
Icon Advisers
Colorado
-$399K -25,000 Closed
FCP
2393
Fidelis Capital Partners
Florida
-$392K -24,581 Closed
CL
2394
COWA LLC
Oklahoma
-$391K -24,540 Closed
WFI
2395
West Family Investments
California
-$390K -24,462 Closed
FPCG
2396
Forum Private Client Group
Indiana
-$386K -24,225 Closed
APIM
2397
Agate Pass Investment Management
Washington
-$381K -23,917 Closed
SEC
2398
Seven Eight Capital
New York
-$356K -22,346 Closed
RIA
2399
Retirement Investment Advisors
Oklahoma
-$345K -21,635 Closed
CM
2400
Cercano Management
Washington
-$335K -21,000 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.