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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
PMG
251
Private Management Group
California
$27.1M -$5.74M -145,557 -17%
GHA
252
GW Henssler & Associates
Georgia
$27M +$7.68M +194,732 +39%
EIP
253
Easterly Investment Partners
Massachusetts
$27M +$16.3M +414,017 +148%
CPSAC
254
Chas P. Smith & Associates (CPS)
Florida
$26.9M +$1.2M +30,416 +5%
CAI
255
Capital Advisors Inc
Oklahoma
$26.8M +$1.17M +29,754 +5%
Fifth Third Bancorp
256
Fifth Third Bancorp
Ohio
$26.7M -$1.84M -46,608 -6%
AAIS
257
ABN AMRO Investment Solutions
$26.7M +$27.1M +687,230 New
Public Employees Retirement Association of Colorado
258
Public Employees Retirement Association of Colorado
Colorado
$26.6M -$718K -18,199 -3%
CIM
259
Corda Investment Management
Texas
$26.6M +$2.27M +57,686 +9%
Walleye Trading
260
Walleye Trading
New York
$26.5M +$12.2M +308,222 +83%
VanEck Associates
261
VanEck Associates
New York
$26.4M +$4.11M +104,183 +18%
Los Angeles Capital Management
262
Los Angeles Capital Management
California
$26.3M -$45.1M -1,143,919 -63%
ST
263
Sabal Trust
Florida
$26.2M +$3.06M +77,528 +13%
BG
264
Bollard Group
Massachusetts
$25.9M +$797K +20,205 +3%
CS
265
Candriam SCA
Luxembourg
$25.9M -$10.9M -277,108 -28%
NYLIM
266
New York Life Investment Management
New York
$25.8M +$4.1K +104 +0%
RRAM
267
River Road Asset Management
Kentucky
$25.6M +$1.14M +29,008 +5%
SFA
268
Sequoia Financial Advisors
Ohio
$25.5M +$2.47M +62,742 +11%
State of Tennessee, Department of Treasury
269
State of Tennessee, Department of Treasury
Tennessee
$25.4M -$5.07M -128,638 -16%
PGFC
270
Peapack-Gladstone Financial Corp
New Jersey
$25M +$496K +12,582 +2%
PI
271
Putnam Investments
Massachusetts
$24.4M -$4.88M -123,703 -16%
T
272
TOBAM
France
$24.3M +$2.87M +72,665 +13%
ERIM
273
Eagle Ridge Investment Management
Connecticut
$24.3M +$181K +4,588 +0.7%
FMLI
274
Fukoku Mutual Life Insurance
Japan
$24.3M -$713K -18,090 -3%
TRSOTSOK
275
Teachers Retirement System of the State of Kentucky
Kentucky
$23.5M

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.