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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
TCWA
2751
Ten Capital Wealth Advisors
Washington
$34.8K -$789 -20 -2%
WAM
2752
Westport Asset Management
Connecticut
$33.5K
BA
2753
Bellwether Advisors
Nebraska
$32.9K
CIA
2754
Cascade Investment Advisors
Oregon
$32.3K +$32.8K +831 New
LSA
2755
Lansing Street Advisors
Pennsylvania
$32.3K +$434 +11 +1%
HFS
2756
HBC Financial Services
Washington
$31K +$3.94K +100 +14%
HC
2757
Hoese & Co
Minnesota
$29.6K
WFA
2758
West Financial Advisors
Iowa
$29.2K
MS
2759
Mizuho Securities
Japan
$28.8K -$66.6K -1,690 -70%
MIM
2760
Meridiem Investment Management
United Kingdom
$26.8K
FCMT
2761
Founders Capital Management (Texas)
Texas
$26K
SCA
2762
Stuart Chaussee & Associates
California
$24.9K
CM
2763
Cornerstone Management
Georgia
$23.8K
VFA
2764
Values First Advisors
Tennessee
$23.4K +$23.7K +602 New
CWM
2765
Cranbrook Wealth Management
Michigan
$23.3K +$23.7K +600 New
SHIM
2766
Stone House Investment Management
Pennsylvania
$22.2K +$22.5K +571 New
HB
2767
Horizon Bancorp
Indiana
$21K -$74K -1,877 -77%
IUHSA
2768
Itau Unibanco Holding S.A.
Brazil
$20.7K -$20.7K -526 -50%
LG
2769
LAM Group
Oregon
$20.4K
HCM
2770
Hollencrest Capital Management
California
$19.4K -$4.54K -115 -19%
FCA
2771
Fortis Capital Advisors
Kansas
$18.9K -$102K -2,595 -84%
NMG
2772
New Millennium Group
Utah
$17.7K -$670 -17 -4%
CWM
2773
Compass Wealth Management
Connecticut
$17.3K +$11.8K +300 +207%
GAG
2774
Goodman Advisory Group
Massachusetts
$16.9K
QPBE
2775
Quintet Private Bank (Europe)
Luxembourg
$14.9K +$15.1K +382 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.