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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
DFCM
2651
Dark Forest Capital Management
Puerto Rico
$156K +$77.9K +1,976 +97%
FCT
2652
First Community Trust
Iowa
$148K -$5.92K -150 -4%
EWM
2653
Evermay Wealth Management
Virginia
$148K -$986 -25 -0.7%
AS
2654
AM Squared
Hong Kong
$148K +$23.7K +600 +19%
SA
2655
SRH Advisors
Kansas
$142K +$18.5K +470 +15%
LTI
2656
Laffer Tengler Investments
Tennessee
$142K
GGI
2657
Godsey & Gibb Inc
Virginia
$141K -$47.3K -1,200 -25%
FMTCOCP
2658
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$140K -$7.06K -179 -5%
WBC
2659
West Branch Capital
Massachusetts
$138K +$7.89K +200 +6%
LF
2660
Lee Financial
Texas
$136K -$22.2K -562 -14%
JMF
2661
Johnson Midwest Financial
Iowa
$130K +$26.1K +663 +25%
SFFS
2662
Stonehage Fleming Financial Services
Jersey
$128K +$12.5K +316 +11%
BFPW
2663
BOK Financial Private Wealth
Colorado
$128K
NIC
2664
Northwest Investment Counselors
Oregon
$125K -$56.6K -1,435 -31%
GFL
2665
Granite FO LLC
New Hampshire
$125K -$9.94K -252 -7%
NL
2666
NVWM LLC
Pennsylvania
$123K -$5.6K -142 -4%
EL
2667
EMFO LLC
Florida
$122K +$39.4K +1,000 +47%
TAM
2668
Tucker Asset Management
Colorado
$122K +$97.9K +2,483 +381%
BAM
2669
Bellevue Asset Management
Washington
$119K +$355 +9 +0.3%
PPWM
2670
PFG Private Wealth Management
Florida
$117K +$34.7K +879 +42%
GWMI
2671
Guardian Wealth Management (Illinois)
Illinois
$115K +$513 +13 +0.4%
MIFH
2672
Migdal Insurance & Financial Holdings
Israel
$115K +$58.8K +1,490 +100%
TIM
2673
Tortoise Investment Management
New York
$112K
GFPC
2674
Global Financial Private Client
Florida
$111K +$31.5K +800 +39%
TFP
2675
Tilia Fiduciary Partners
North Carolina
$109K -$15.9K -402 -13%

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.