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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
AAMC
2926
Asset Allocation & Management Company
Illinois
-$213K -5,417 Closed
SEIA
2927
Signature Estate & Investment Advisors
California
-$212K -5,382 Closed
BCG
2928
Breakwater Capital Group
New Jersey
-$211K -5,352 Closed
WJA
2929
Willis Johnson & Associates
Texas
-$210K -5,319 Closed
WFAG
2930
Wescott Financial Advisory Group
Pennsylvania
-$209K -5,306 Closed
SIC
2931
Sigma Investment Counselors
Michigan
-$208K -5,286 Closed
E
2932
ETFidea
New York
-$207K -5,243 Closed
NA
2933
Nottingham Advisors
New York
-$206K -5,234 Closed
KGC
2934
Kennon-Green & Company
Ohio
-$206K -5,223 Closed
TW
2935
Towerpoint Wealth
California
-$206K -5,221 Closed
PFM
2936
Patton Fund Management
Texas
-$204K -5,165 Closed
AIM
2937
Avity Investment Management
Connecticut
-$203K -5,148 Closed
CWM
2938
Cahaba Wealth Management
Georgia
-$203K -5,145 Closed
AWA
2939
AmeriServ Wealth Advisors
Pennsylvania
-$203K -5,144 Closed
CS
2940
Cannell & Spears
New York
-$202K -5,132 Closed
OFG
2941
Oxford Financial Group
Indiana
-$201K -5,112 Closed
MCM
2942
Morton Capital Management
California
-$201K -5,111 Closed
SWM
2943
Seed Wealth Management
Illinois
-$201K -5,103 Closed
WLIM
2944
White Lighthouse Investment Management
Massachusetts
-$201K -5,100 Closed
AFC
2945
AFT Forsyth & Company
Florida
-$200K -5,083 Closed
KCM
2946
Kendall Capital Management
Maryland
-$200K -5,080 Closed
AWM
2947
Activest Wealth Management
Florida
-$194K -4,930 Closed
PFC
2948
Phocas Financial Corp
California
-$189K -4,797 Closed
FIM
2949
FWL Investment Management
Texas
-$182K -4,631 Closed
ACM
2950
AUA Capital Management
Pennsylvania
-$182K -4,627 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.