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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
TAM
2901
Townsend Asset Management
North Carolina
-$313K -7,943 Closed
JGC
2902
J. Goldman & Co
New York
-$311K -7,894 Closed
OWM
2903
OneAscent Wealth Management
Alabama
-$282K -7,153 Closed
SFS
2904
Summit Financial Strategies
Ohio
-$267K -6,788 Closed
HW
2905
Hamilton Wealth
California
-$263K -6,672 Closed
MFG
2906
MTM Financial Group
Pennsylvania
-$263K -6,669 Closed
PGWM
2907
Parisi Gray Wealth Management
New Jersey
-$259K -6,586 Closed
MAM
2908
Madison Asset Management
Wisconsin
-$257K -6,532 Closed
CCA
2909
Cravens & Co Advisors
Tennessee
-$256K -6,506 Closed
CF
2910
Clarity Financial
Texas
-$249K -6,315 Closed
SHGA
2911
Sand Hill Global Advisors
California
-$249K -6,315 Closed
UWM
2912
USAdvisors Wealth Management
Minnesota
-$243K -6,174 Closed
SC
2913
Sierra Capital
Florida
-$242K -6,135 Closed
QFA
2914
Quantum Financial Advisors
California
-$237K -6,028 Closed
PAS
2915
Professional Advisory Services
Florida
-$234K -5,931 Closed
GAM
2916
GEM Asset Management
Michigan
-$233K -5,919 Closed
MPW
2917
MGO Private Wealth
California
-$227K -5,751 Closed
KA
2918
Kercheville Advisors
Texas
-$225K -5,708 Closed
JHP
2919
James Hambro & Partners
United Kingdom
-$225K -5,707 Closed
HCC
2920
Hirtle Callaghan & Co
Pennsylvania
-$225K -5,700 Closed
FA
2921
Fermata Advisors
California
-$224K -5,675 Closed
FC
2922
Financial Council
Maryland
-$222K -5,641 Closed
CA
2923
CGN Advisors
Kansas
-$217K -5,500 Closed
ACM
2924
Alethea Capital Management
Washington
-$216K -5,489 Closed
RCM
2925
Requisite Capital Management
Texas
-$215K -5,455 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.