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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
TI
2476
Truepoint Inc
Ohio
$241K +$11.1K +282 +5%
AA
2477
Aire Advisors
California
$241K -$25.4K -645 -9%
VPP
2478
Vertex Planning Partners
Illinois
$241K -$63.9K -1,620 -21%
CCA
2479
Column Capital Advisors
Indiana
$241K -$23.6K -599 -9%
PFWA
2480
Paces Ferry Wealth Advisors
Georgia
$240K +$244K +6,180 New
SFG
2481
Socha Financial Group
New York
$240K +$244K +6,176 New
KCM
2482
KRS Capital Management
Michigan
$240K -$37.7K -955 -13%
FPCP
2483
Fort Point Capital Partners
California
$239K +$243K +6,155 New
TPW
2484
Tiller Private Wealth
Pennsylvania
$239K -$81K -2,054 -25%
PTB
2485
Pioneer Trust Bank
Oregon
$239K -$986 -25 -0.4%
FBFS
2486
First Business Financial Services
Wisconsin
$239K +$1.22K +31 +0.5%
VWA
2487
VERITY Wealth Advisors
United States
$239K +$16.1K +407 +7%
HGWM
2488
Horst & Graben Wealth Management
Oregon
$238K -$4.5K -114 -2%
PIM
2489
Profit Investment Management
Maryland
$238K -$45.5K -1,154 -16%
MTIM
2490
Marathon Trading Investment Management
Pennsylvania
$238K +$241K +6,111 New
CCM
2491
Crew Capital Management
Ohio
$238K -$39.4K -1,000 -14%
ACH
2492
ArrowMark Colorado Holdings
Colorado
$238K
TFGT
2493
TS Financial Group (TSFG)
Illinois
$237K +$513 +13 +0.2%
CL
2494
CIM LLC
New York
$236K +$35K +887 +17%
BCMLT
2495
Beacon Capital Management LLC (Tennessee)
Tennessee
$235K -$31.4K -796 -12%
DLCIG
2496
D.L. Carlson Investment Group
New Hampshire
$235K -$17.9K -455 -7%
PWMG
2497
Provence Wealth Management Group
California
$235K +$238K +6,042 New
HA
2498
HFG Advisors
Ohio
$234K
NC
2499
NBW Capital
Massachusetts
$234K +$237K +6,021 New
HFA
2500
High Falls Advisors
New York
$234K -$5.01K -127 -2%

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.