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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
LFA
2801
Level Financial Advisors
New York
$6.96K -$197 -5 -3%
IAS
2802
IMA Advisory Services
Colorado
$6.46K -$153K -3,876 -96%
GA
2803
GoalVest Advisory
New York
$5.91K
SC
2804
Solstein Capital
California
$5.91K
GPI
2805
General Partner Inc
Pennsylvania
$5.84K +$5.84K +148 New
FCAS
2806
First Command Advisory Services
Texas
$5.83K -$21.9K -555 -79%
GWSA
2807
Global Wealth Strategies & Associates
Colorado
$5.64K +$2.52K +64 +79%
PS
2808
PayPay Securities
Japan
$5.52K -$946 -24 -14%
HFM
2809
Harvest Fund Management
China
$5K -$7.3K -185 -57%
FIA
2810
FNY Investment Advisers
New York
$5K
RWM
2811
Ruedi Wealth Management
Illinois
$4.94K -$4.77K -121 -49%
KHC
2812
Koesten Hirschmann & Crabtree
Kansas
$4.86K
JFG
2813
JDM Financial Group
Texas
$4.18K
ECM
2814
Everence Capital Management
Indiana
$4.05K
OIS
2815
Okabena Investment Services
Minnesota
$4.04K -$4.14K -105 -50%
SWG
2816
Summit Wealth Group
Vermont
$4K +$6.28M +159,367 New
BCM
2817
Bourgeon Capital Management
Connecticut
$3.89K -$4.73K -120 -55%
IRAG
2818
Investment Research & Advisory Group
Georgia
$3.89K
HRC
2819
Hoertkorn Richard Charles
$3.81K
CIM
2820
Contravisory Investment Management
Massachusetts
$3.38K
EAM
2821
Eukles Asset Management
Ohio
$3.19K
VF
2822
VitalStone Financial
Texas
$3K +$2.01K +51 New
BFA
2823
BBJS Financial Advisors
Washington
$2.98K
WA
2824
WestEnd Advisors
North Carolina
$1.83K -$1.93K -49 Closed
CPFP
2825
Clear Perspectives Financial Planning
Ohio
$1.63K

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.