Verizon
2,825 hedge funds and large institutions have $102B invested in Verizon in 2023 Q4 according to their latest regulatory filings, with 375 funds opening new positions, 903 increasing their positions, 1,408 reducing their positions, and 112 closing their positions.
235% more first-time investments, than exits
New positions opened: 375 | Existing positions closed: 112
49% more funds holding in top 10
Funds holding in top 10: 37 → 55 (+18)
22% more capital invested
Capital invested by funds: $83.4B → $102B (+$18.3B)
8% more funds holding
Funds holding: 2,607 → 2,825 (+218)
2.98% more ownership
Funds ownership: 61.06% → 64.05% (+3%)
9% more call options, than puts
Call options by funds: $1.95B | Put options by funds: $1.79B
36% less repeat investments, than reductions
Existing positions increased: 903 | Existing positions reduced: 1,408
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.93B |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$432M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$385M |
| 4 |
State Street
Boston,
Massachusetts
|
+$323M |
| 5 |
BlackRock
New York
|
+$318M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$178M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$166M |
| 3 |
California Public Employees Retirement System
Sacramento,
California
|
-$132M |
| 4 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$128M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$128M |
VZ Hedge Fund Activity: Q4 2023 in Review
2,825 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q4 2023, worth a combined $102B — up 22% from $83.4B a quarter earlier.
Buyers outnumbered sellers: 375 funds opened new VZ positions and 112 closed out — a net gain of 263 holders — while 903 added to existing stakes and 1,408 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.93B. The largest seller was Charles Schwab, cutting an estimated $178M.
- 2,825 institutional investors held Verizon (VZ) as of Q4 2023, up from 2,607 in Q3 2023.
- Funds reported $102B of Verizon stock for Q4 2023, up 22% quarter-over-quarter.
- 375 funds opened new Verizon positions in Q4 2023 and 112 closed out, a net change of +263 holders.
- The largest Verizon buyer in Q4 2023 was Morgan Stanley, an estimated $2.93B added.
- The largest Verizon seller in Q4 2023 was Charles Schwab, an estimated $178M sold.
Based on aggregated 13F filings for Q4 2023.