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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
AI
2626
AXS Investments
New York
$187K -$32.5K -823 -15%
MTIC
2627
Missouri Trust & Investment Company
Missouri
$187K -$8.01K -203 -4%
TFM
2628
TFC Financial Management
Massachusetts
$185K -$5.64K -143 -3%
HCA
2629
Heck Capital Advisors
Wisconsin
$184K +$13K +330 +7%
ACM
2630
Antonetti Capital Management
Florida
$181K +$3.94K +100 +2%
PP
2631
PrairieView Partners
Minnesota
$181K +$394 +10 +0.2%
MFT
2632
Moisand Fitzgerald Tamayo
Florida
$179K -$23.7K -602 -12%
KC
2633
Knuff & Co
California
$179K -$340K -8,611 -65%
Commonwealth Equity Services
2634
Commonwealth Equity Services
Massachusetts
$178K +$12.2M +310,621 +7%
JFA
2635
JNBA Financial Advisors
Minnesota
$177K
UAML
2636
US Asset Management LLC
Pennsylvania
$177K
FP
2637
Financial Perspectives
Minnesota
$177K +$35.5K +900 +25%
HWA
2638
HHM Wealth Advisors
Tennessee
$176K +$30.6K +775 +21%
BCM
2639
Blume Capital Management
California
$172K -$12.2K -310 -7%
CFG
2640
CKW Financial Group
Hawaii
$170K
CPA
2641
Cowen Prime Advisors
New York
$170K
RG
2642
Retirement Group
California
$167K +$710 +18 +0.4%
BHWM
2643
Beaird Harris Wealth Management
Texas
$165K -$11.9K -303 -7%
AS
2644
Altshuler Shaham
Israel
$164K +$197 +5 +0.1%
RA
2645
RiverPark Advisors
New York
$163K -$167K -4,223 -50%
FWA
2646
FSC Wealth Advisors
New York
$163K +$97.4K +2,471 +144%
SIC
2647
SJS Investment Consulting
Ohio
$162K +$3.71K +94 +2%
ARS
2648
Adirondack Retirement Specialists
New York
$161K +$154K +3,915 +2,777%
KFS
2649
Kelly Financial Services
Massachusetts
$157K +$16.8K +425 +12%
PP
2650
Pacifica Partners
Canada
$157K -$89.1K -2,260 -36%

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.