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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
SCA
2576
Scott Capital Advisors
Oregon
$212K +$215K +5,441 New
HIC
2577
Hartline Investment Corp
Illinois
$211K +$118 +3 +0.1%
YIH
2578
Y-Intercept (HK)
Hong Kong
$211K +$214K +5,435 New
PCA
2579
Prosperity Capital Advisors
Ohio
$211K +$8.91K +226 +4%
LFA
2580
Landmark Financial Advisors
Kentucky
$211K -$51.3K -1,301 -19%
APW
2581
Acima Private Wealth
Virginia
$210K +$4.42K +112 +2%
MFS
2582
McNamara Financial Services
Massachusetts
$210K +$213K +5,408 New
FA
2583
Fountainhead AM
New Jersey
$210K +$828 +21 +0.4%
GDP
2584
Great Diamond Partners
Maine
$210K -$44.4K -1,125 -17%
MPIA
2585
Mountain Pacific Investment Advisers
Idaho
$210K -$114K -2,882 -35%
CNWM
2586
Clay Northam Wealth Management
California
$209K +$513 +13 +0.2%
SPI
2587
Santori & Peters Inc
Pennsylvania
$208K -$828 -21 -0.4%
FOA
2588
Five Oceans Advisors
California
$208K +$211K +5,354 New
Fiera Capital (Canada)
2589
Fiera Capital (Canada)
Quebec, Canada
$208K -$396K -10,050 -65%
PFA
2590
Pure Financial Advisors
California
$207K +$4.77K +121 +2%
HP
2591
HT Partners
Connecticut
$206K +$6.39K +162 +3%
LWMG
2592
Levy Wealth Management Group
Pennsylvania
$206K +$1.1K +28 +0.5%
AWA
2593
Alta Wealth Advisors
Massachusetts
$206K +$209K +5,304 New
CA
2594
Centerpoint Advisors
Massachusetts
$206K -$9.19K -233 -4%
QC
2595
QCM Cayman
Texas
$206K +$209K +5,291 New
SA
2596
Scarborough Advisors
Maryland
$206K +$209K +5,287 New
NRC
2597
New Republic Capital
North Carolina
$205K +$208K +5,278 New
PWP
2598
Perfromance Wealth Partners
Illinois
$205K -$11K -280 -5%
TNA
2599
True North Advisors
Texas
$205K +$207K +5,260 New
CC
2600
Commons Capital
Massachusetts
$204K -$171K -4,347 -45%

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.