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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
NECFA
2676
New England Capital Financial Advisors
Connecticut
$109K -$1.34K -34 -1%
GC
2677
Garde Capital
Washington
$108K
PCTC
2678
Perkins Coie Trust Company
Washington
$107K
PFG
2679
Piershale Financial Group
Illinois
$105K +$5.84K +148 +6%
SOW
2680
State of Wyoming
Wyoming
$104K +$35K +888 +50%
SL
2681
Savior LLC
Massachusetts
$101K -$1.18K -30 -1%
MCI
2682
MRP Capital Investments
Georgia
$101K +$103K +2,600 New
TVWM
2683
Tower View Wealth Management
Wisconsin
$98K -$20K -507 -17%
WWP
2684
WR Wealth Planners
Missouri
$96.7K +$98K +2,485 New
AWM
2685
Abound Wealth Management
Tennessee
$96.4K +$7.14K +181 +8%
WPA
2686
West Paces Advisors
Georgia
$96.4K +$5.72K +145 +6%
AP
2687
Arlington Partners
Alabama
$91.3K +$92.6K +2,348 New
WIM
2688
Westside Investment Management
California
$90.2K -$3.94K -100 -4%
TCM
2689
TD Capital Management
Tennessee
$89.7K +$946 +24 +1%
CCMW
2690
Cypress Capital Management (Wyoming)
Wyoming
$88K +$79 +2 +0.1%
SIS
2691
Strategic Investment Solutions
Illinois
$86K +$87.2K +2,212 New
IWMWV
2692
Ironwood Wealth Management (West Virginia)
West Virginia
$85.4K
TIM
2693
Thompson Investment Management
Wisconsin
$85.2K +$86.4K +2,191 New
CJL
2694
Cyrus J. Lawrence
New York
$85K -$39.8K -1,010 -32%
BAAM
2695
Baker Avenue Asset Management
California
$84.2K -$5.92K -150 -6%
C
2696
Covestor
United Kingdom
$84K -$7.18K -182 -8%
DI
2697
Disciplined Investments
Oklahoma
$82.2K -$6.43K -163 -7%
NSG
2698
Nalls Sherbakoff Group
Tennessee
$82K +$83.7K +2,122 New
TFA
2699
Toth Financial Advisory
Virginia
$81.3K
FA
2700
Fortis Advisors
Pennsylvania
$80K

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.