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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
WRPWM
2401
Werba Rubin Papier Wealth Management
California
-$313K -19,608 Closed
NRD
2402
Nebula Research & Development
New York
-$310K -19,439 Closed
AAM
2403
Aureus Asset Management
Massachusetts
-$308K -19,303 Closed
Cohen & Steers
2404
Cohen & Steers
New York
-$304K -19,060 Closed
KWM
2405
Keebeck Wealth Management
Illinois
-$300K -18,795 Closed
ACA
2406
Ascension Capital Advisors
Texas
-$294K -18,451 Closed
MMC
2407
Mizuho Markets Cayman
Cayman Islands
-$293K -18,394 Closed
EHWM
2408
Eads & Heald Wealth Management
Georgia
-$292K -18,279 Closed
RWM
2409
RKL Wealth Management
Pennsylvania
-$287K -17,975 Closed
HCM
2410
Hall Capital Management
Rhode Island
-$283K -17,740 Closed
HWAM
2411
Hennion & Walsh Asset Management
New Jersey
-$281K -17,616 Closed
RWA
2412
Redmont Wealth Advisors
Illinois
-$280K -17,563 Closed
AR
2413
Advisory Research
Illinois
-$273K -17,107 Closed
AT
2414
American Trust
Kentucky
-$264K -16,543 Closed
EAM
2415
EdenTree Asset Management
United Kingdom
-$255K -16,000 Closed
WPP
2416
Whalerock Point Partners
Rhode Island
-$252K -15,821 Closed
CF
2417
Clarity Financial
Texas
-$250K -15,669 Closed
PRC
2418
Pearl River Capital
Michigan
-$233K -14,600 Closed
T
2419
TRUADVICE
Florida
-$205K -14,488 Closed
AIS
2420
AM Investment Strategies
Tennessee
-$230K -14,409 Closed
TAIM
2421
TD Ameritrade Investment Management
Nebraska
-$230K -14,394 Closed
SFA
2422
Source Financial Advisors
New York
-$229K -14,337 Closed
MPW
2423
Monterey Private Wealth
California
-$225K -14,089 Closed
BMM
2424
Berkshire Money Management
Massachusetts
-$221K -13,858 Closed
BFM
2425
Boston Financial Management
Massachusetts
-$219K -13,729 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.