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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
AA
2826
Altman Advisors
Illinois
$1.06K +$80.3K +2,037 +8%
YAL
2827
Your Advocates Ltd
Texas
$1.01K
RBC
2828
Roble Belko & Company
Pennsylvania
$1K -$2.52K -64 -72%
DWA
2829
Dougherty Wealth Advisers
Minnesota
$972
SFO
2830
Standard Family Office
South Dakota
$972
DWA
2831
Delos Wealth Advisors
Texas
$778
FGAM
2832
Financial Gravity Asset Management
Texas
$252 +$26.8K +680 +1,744%
SFCL
2833
Strengthening Families & Communities LLC
Massachusetts
$1 +$39 +1 +3%
Two Sigma Investments
2834
Two Sigma Investments
New York
-$148M -3,758,616 Closed
Two Sigma Advisers
2835
Two Sigma Advisers
New York
-$96.1M -2,438,900 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2836
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$31.5M -800,000 Closed
Capital Fund Management (CFM)
2837
Capital Fund Management (CFM)
France
-$16.1M -409,331 Closed
CMG
2838
Cavalry Management Group
California
-$14.7M -374,299 Closed
CCM
2839
Cinctive Capital Management
New York
-$14.3M -362,517 Closed
MMA
2840
Mizuho Markets Americas
New York
-$13.2M -335,202 Closed
ADEF
2841
Adams Diversified Equity Fund
Maryland
-$10.2M -259,000 Closed
QC
2842
Quadrature Capital
United Kingdom
-$10.2M -257,694 Closed
QIM
2843
Quantitative Investment Management
Virginia
-$7.38M -187,232 Closed
TC
2844
TwinBeech Capital
New York
-$6.61M -167,818 Closed
GGHC
2845
Gilder Gagnon Howe & Co
New York
-$5.32M -135,039 Closed
BRCM
2846
Bright Rock Capital Management
Massachusetts
-$5.28M -134,000 Closed
CC
2847
Cipher Capital
New York
-$5.22M -132,509 Closed
Verition Fund Management
2848
Verition Fund Management
Connecticut
-$4.12M -104,621 Closed
ACM
2849
Aquatic Capital Management
Illinois
-$4.1M -104,100 Closed
RFWA
2850
RPg Family Wealth Advisory
Massachusetts
-$4.03M -102,368 Closed

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.