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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
MBFW
2776
Morton Brown Family Wealth
Pennsylvania
$14.6K
SIM
2777
Studio Investment Management
Illinois
$14.4K +$14.6K +370 New
EA
2778
Evolution Advisers
Virginia
$14K +$79 +2 +0.6%
CCMI
2779
Creative Capital Management Investments
California
$13.2K
BAM
2780
Baldrige Asset Management
Pennsylvania
$13K +$158 +4 +1%
SSC
2781
Syverson Strege & Co
Iowa
$12.7K +$9.39K +238 +267%
HWM
2782
HighMark Wealth Management
Minnesota
$12.5K +$39 +1 +0.3%
IA
2783
IFS Advisors
Kansas
$12.5K +$39 +1 +0.3%
TWP
2784
TFO Wealth Partners
Ohio
$11.7K +$11.7K +296 +7,400%
RTL
2785
Red Tortoise LLC
Georgia
$11.4K -$3.59K -91 -24%
MAM
2786
Marquette Asset Management
Minnesota
$10.9K +$8.79K +223 +391%
AFIA
2787
America First Investment Advisors
Nebraska
$9.84K
AW
2788
Avion Wealth
Texas
$9K -$41K -1,040 -81%
CMA
2789
Cedar Mountain Advisors
Oregon
$8.87K -$355 -9 -4%
RDFA
2790
Ritter Daniher Financial Advisory
Ohio
$8.84K +$118 +3 +1%
UFF
2791
USA Financial Formulas
Michigan
$8.24K +$8.36K +212 New
QL
2792
Quarry LP
New York
$8.01K -$28.4K -721 -78%
RDIA
2793
RE Dickinson Investment Advisors
Iowa
$8K
BCPWM
2794
Bradley & Co Private Wealth Management
Florida
$7.78K -$1.89K -48 -19%
TCCM
2795
Timber Creek Capital Management
Massachusetts
$7.78K
WAM
2796
Worth Asset Management
Texas
$7.78K
AT
2797
Avalon Trust
New Mexico
$7.78K +$7.89K +200 New
ICM
2798
Islay Capital Management
Texas
$7.39K -$28.6K -725 -79%
2L
2799
25 LLC
Missouri
$7.26K +$7.57K +192 New
LFA
2800
Legend Financial Advisors
Pennsylvania
$7K

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.