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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
EAM
2451
Eschler Asset Management
United Kingdom
-$424K -22,000 Closed
AGP
2452
Autumn Glory Partners
Texas
-$422K -21,900 Closed
LIP
2453
Lighthouse Investment Partners
Florida
-$417K -21,660 Closed
ACM
2454
Acrisure Capital Management
Texas
-$383K -19,878 Closed
FIM
2455
Freedom Investment Management
Connecticut
-$376K -19,536 Closed
JSW
2456
Journey Strategic Wealth
New Jersey
-$371K -19,289 Closed
GIM
2457
Grassi Investment Management
California
-$346K -18,000 Closed
TNA
2458
True North Advisors
Texas
-$339K -17,613 Closed
ETIA
2459
Epic Trust Investment Advisors
Washington
-$338K -17,563 Closed
RWM
2460
Revisor Wealth Management
Ohio
-$310K -16,078 Closed
ESCM
2461
Echo Street Capital Management
New York
-$308K -16,004 Closed
CCWA
2462
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$308K -15,977 Closed
MIA
2463
Milestone Investment Advisors
Wisconsin
-$302K -15,671 Closed
FWSM
2464
First Wilshire Securities Management
California
-$288K -14,945 Closed
LD
2465
Lipe & Dalton
New York
-$286K -14,844 Closed
BWFA
2466
Baltimore-Washington Financial Advisors
Maryland
-$278K -14,445 Closed
AC
2467
Avestar Capital
New York
-$276K -14,359 Closed
WI
2468
WBI Investments
New Jersey
-$273K -14,171 Closed
BOH
2469
Bank of Hawaii
Hawaii
-$270K -14,031 Closed
T
2470
TCWP
Ohio
-$269K -13,986 Closed
AFT
2471
Alpha Family Trust
California
-$269K -13,950 Closed
GWM
2472
GSB Wealth Management
Connecticut
-$267K -13,883 Closed
PWMG
2473
Provence Wealth Management Group
California
-$265K -13,769 Closed
I
2474
INVST
Indiana
-$240K -13,656 Closed
SPWM
2475
Straight Path Wealth Management
Michigan
-$261K -13,580 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.