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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
CCA
2701
Catalyst Capital Advisors
New York
$79.7K
TCA
2702
Trifecta Capital Advisors
Illinois
$78.4K +$59.2K +1,500 +291%
CH
2703
Canton Hathaway
Rhode Island
$78K
AP
2704
Atwood & Palmer
Missouri
$77.8K -$98.6K -2,500 -56%
NOI
2705
Newton One Investments
Delaware
$77.5K
MLA
2706
MB, Levis & Associates
Pennsylvania
$75.7K +$4.06K +103 +6%
EARNEST Partners
2707
EARNEST Partners
Georgia
$75.3K
SC
2708
Stephens Consulting
Michigan
$75.1K -$5.52K -140 -7%
TCM
2709
Tradewinds Capital Management
Washington
$73.3K -$2.29K -58 -3%
PO
2710
Private Ocean
California
$73K -$21.8K -552 -23%
OCM
2711
Osterweis Capital Management
California
$71.6K
POIA
2712
Pin Oak Investment Advisors
Texas
$70K
IHWM
2713
Iron Horse Wealth Management
Iowa
$69.6K +$15.8K +400 +29%
CTB
2714
Country Trust Bank
Illinois
$68.6K -$15.8K -400 -18%
CAL
2715
Capital Advisors Ltd
Ohio
$67K -$31.4K -796 -32%
IWP
2716
IAG Wealth Partners
Wisconsin
$66.1K -$9.58K -243 -13%
MME
2717
Meag Munich Ergo
Germany
$65.6K -$1.32M -33,537 -95%
TLA
2718
Tanglewood Legacy Advisors
Texas
$64K +$394 +10 +0.6%
RIA
2719
Retirement Investment Advisors
Oklahoma
$64K +$64.9K +1,645 New
FFL
2720
Financial Freedom LLC
Ohio
$63.2K +$749 +19 +1%
BIA
2721
Bell Investment Advisors
California
$63K +$16.8K +425 +36%
KM
2722
Kalos Management
Georgia
$62.8K +$63.7K +1,616 New
TAIM
2723
TD Ameritrade Investment Management
Nebraska
$62K -$9.82K -249 -14%
RAM
2724
Riggs Asset Management
Pennsylvania
$61.7K +$4.81K +122 +8%
EWP
2725
Elevation Wealth Partners
California
$58.3K +$59.2K +1,500 New

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.