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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
RF
2726
Robbins Farley
New Hampshire
$58.3K -$6.67K -169 -10%
OAJ
2727
Ogorek Anthony Joseph
New York
$58K -$19.6K -498 -25%
PCM
2728
Pointe Capital Management
Michigan
$57.8K +$58.6K +1,485 New
JEST
2729
JTC Employer Solutions Trustee
Jersey
$55K
LIA
2730
Luken Investment Analytics
Tennessee
$55K +$12.6K +319 +29%
WPWM
2731
Western Pacific Wealth Management
Illinois
$54.1K +$36.7K +931 +202%
RFG
2732
RFP Financial Group
Georgia
$54.1K -$268K -6,800 -83%
LJHT
2733
Laurie J. Hall Trustee
$54K
RMC
2734
Resources Management Corp
Connecticut
$48K -$3.08M -78,169 -99%
FSWA
2735
Financial Synergies Wealth Advisors
Texas
$47.4K +$46.3K +1,174 +2,668%
PAG
2736
Paladin Advisory Group
Iowa
$45.8K +$46.4K +1,177 New
ST
2737
Sageworth Trust
Pennsylvania
$45.5K +$46.2K +1,171 New
EAM
2738
Erste Asset Management
Austria
$45.2K
CSWM
2739
Cassady Schiller Wealth Management
Ohio
$43.5K -$1.5K -38 -3%
GTAM
2740
Global Trust Asset Management
Florida
$41.5K
RWML
2741
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$41.1K +$118 +3 +0.3%
AFS
2742
Annapolis Financial Services
Maryland
$40.7K
MFA
2743
McClarren Financial Advisors
Pennsylvania
$40K -$81.6K -2,069 -66%
BSC
2744
Brown Shipley & Co
United Kingdom
$39.4K +$40K +1,014 New
CWA
2745
Clearview Wealth Advisors
Oregon
$37.3K -$2.52K -64 -6%
BGC
2746
Beutel, Goodman & Co
Ontario, Canada
$37K -$61.9K -1,570 -62%
SFG
2747
Steward Financial Group
Texas
$37K +$18.2K +461 +93%
TWD
2748
True Wealth Design
Ohio
$36.2K -$5.25K -133 -13%
KA
2749
Kozak & Associates
Colorado
$35.5K +$434 +11 +1%
GFWA
2750
Grey Fox Wealth Advisors
Delaware
$35.1K -$16.4K -415 -32%

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.