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2,829 hedge funds and large institutions have $104B invested in Verizon in 2023 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 1,435 increasing their positions, 1,015 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 1,435 | Existing positions reduced: 1,015

37% more first-time investments, than exits

New positions opened: 188 | Existing positions closed: 137

1.01% more ownership

Funds ownership: 62.63%63.64% (+1%)

0% less funds holding

Funds holding: 2,8412,829 (-12)

1% less capital invested

Capital invested by funds: $104B → $104B (-$916M)

1% less call options, than puts

Call options by funds: $1.38B | Put options by funds: $1.39B

8% less funds holding in top 10

Funds holding in top 10: 6459 (-5)

Holders
2,829
Holders Change
-12
Holders Change %
-0.42%
% of All Funds
45.08%
Holding in Top 10
59
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.81%
% of All Funds
0.94%
New
188
Increased
1,435
Reduced
1,015
Closed
137
Calls
$1.38B
Puts
$1.39B
Net Calls
-$17M
Net Calls Change
+$94.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
226
Compagnie Lombard Odier SCmA
Switzerland
$31.7M +$1.22M +30,913 +4%
TAF
227
Tredje AP-fonden
Sweden
$31.4M +$22.7M +576,000 +249%
WF
228
Welch & Forbes
Massachusetts
$31.2M +$1.36M +34,519 +4%
Creative Planning
229
Creative Planning
Kansas
$31M +$1.6M +40,621 +5%
LCAM
230
London & Capital Asset Management
United Kingdom
$30.9M -$1.68M -42,632 -5%
CGH
231
Crossmark Global Holdings
Texas
$30.8M +$782K +19,817 +3%
ProShare Advisors
232
ProShare Advisors
Maryland
$30.7M +$1.71M +43,372 +6%
GT
233
Glenmede Trust
Pennsylvania
$30.4M -$862K -21,857 -3%
DILIC
234
Dai-ichi Life Insurance Company
Japan
$30.1M -$930K -23,584 -3%
II
235
IFM Investors
Australia
$29.9M +$814K +20,639 +3%
WorldQuant Millennium Advisors
236
WorldQuant Millennium Advisors
New York
$29.8M -$2.4M -60,953 -7%
MIS
237
Morningstar Investment Services
Illinois
$29.6M +$3.39M +86,081 +13%
BCM
238
Becker Capital Management
Oregon
$29.6M +$838K +21,258 +3%
VI
239
Vestcor Inc
New Brunswick, Canada
$29.2M -$45.1K -1,143 -0.2%
DC
240
Davenport & Co
Virginia
$29.2M +$2.7M +68,472 +10%
URS
241
Utah Retirement Systems
Utah
$29.1M +$90.7K +2,300 +0.3%
YCM
242
Yousif Capital Management
Michigan
$28.7M -$1.53M -38,678 -5%
WIC
243
Willis Investment Counsel
Georgia
$28.6M +$287K +7,279 +1%
FHA
244
First Horizon Advisors
Tennessee
$28.1M +$4.32M +109,426 +18%
BBVA
245
Banco Bilbao Vizcaya Argentaria
Spain
$28M +$114K +2,899 +0.4%
Public Sector Pension Investment Board (PSP Investments)
246
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$27.9M -$1.2M -30,546 -4%
IG
247
ING Group
Netherlands
$27.9M -$2.9M -73,488 -9%
IMRF
248
Illinois Municipal Retirement Fund
Illinois
$27.8M +$2.63M +66,794 +10%
COPPSERS
249
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$27.7M +$81.7K +2,072 +0.3%
Mercer Global Advisors
250
Mercer Global Advisors
Colorado
$27.6M +$3M +76,145 +12%

VZ Hedge Fund Activity: Q1 2023 in Review

2,829 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q1 2023, worth a combined $104B — down 0.88% from $104B a quarter earlier.

Buyers outnumbered sellers: 188 funds opened new VZ positions and 137 closed out — a net gain of 51 holders — while 1,435 added to existing stakes and 1,015 trimmed.

The largest buyer was Bank of America, adding an estimated $393M. The largest seller was T. Rowe Price Associates, cutting an estimated $420M.

  • 2,829 institutional investors held Verizon (VZ) as of Q1 2023, down from 2,841 in Q4 2022.
  • Funds reported $104B of Verizon stock for Q1 2023, down 0.88% quarter-over-quarter.
  • 188 funds opened new Verizon positions in Q1 2023 and 137 closed out, a net change of +51 holders.
  • The largest Verizon buyer in Q1 2023 was Bank of America, an estimated $393M added.
  • The largest Verizon seller in Q1 2023 was T. Rowe Price Associates, an estimated $420M sold.

Based on aggregated 13F filings for Q1 2023.