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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
SI
2876
Shaker Investments
Ohio
-$655K -16,626 Closed
NPP
2877
New Potomac Partners
Maryland
-$626K -15,894 Closed
GWM
2878
GDS Wealth Management
Texas
-$623K -15,820 Closed
IMA
2879
Investment Management Associates
Colorado
-$611K -15,510 Closed
EAM
2880
Empirical Asset Management
Massachusetts
-$93.9K -15,486 Closed
LCM
2881
Lynwood Capital Management
Ontario, Canada
-$591K -15,000 Closed
CCA
2882
Childress Capital Advisors
Texas
-$587K -14,894 Closed
HCM
2883
Highview Capital Management
Illinois
-$565K -14,340 Closed
GCM
2884
Greenland Capital Management
New York
-$503K -12,770 Closed
VF
2885
Virtu Financial
New York
-$481K -12,201 Closed
AT
2886
Arvest Trust
Oklahoma
-$480K -12,171 Closed
AIM
2887
Aigen Investment Management
New York
-$445K -11,282 Closed
EVM
2888
Evelyn V. Moreno
-$426K -10,824 Closed
GCM
2889
Graham Capital Management
Connecticut
-$410K -10,411 Closed
DCM
2890
Dupont Capital Management
Delaware
-$384K -9,750 Closed
GWA
2891
GGM Wealth Advisors
Maryland
-$389K -9,224 Closed
CIP
2892
Capital Insight Partners
Arizona
-$363K -9,204 Closed
BWM
2893
BCS Wealth Management
Tennessee
-$358K -9,098 Closed
CC
2894
Callan Capital
California
-$344K -8,742 Closed
MFWP
2895
Mosaic Family Wealth Partners
Missouri
-$339K -8,595 Closed
ASFA
2896
All Season Financial Advisors
Colorado
-$329K -8,347 Closed
PFA
2897
Peak Financial Advisors
Colorado
-$323K -8,202 Closed
CCM
2898
Condor Capital Management
New Jersey
-$319K -8,099 Closed
CWMU
2899
Caliber Wealth Management (Utah)
Utah
-$315K -7,991 Closed
DW
2900
Domani Wealth
Pennsylvania
-$313K -7,957 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.