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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
SJIC
276
St. James Investment Company
Texas
$23.5M +$1.65M +41,866 +7%
Simplex Trading
277
Simplex Trading
Illinois
$23.4M +$9M +228,197 +61%
MOACM
278
Mutual of America Capital Management
New York
$23.4M +$39.9K +1,013 +0.2%
OC
279
Oppenheimer & Co
New York
$23.3M +$3.63M +92,120 +18%
SPIA
280
Steward Partners Investment Advisory
New York
$23.3M +$4.07M +103,300 +21%
ICM
281
Invenomic Capital Management
Massachusetts
$23.1M +$10.4M +264,854 +80%
WBC
282
Westpac Banking Corp
Australia
$23M +$1.33M +33,690 +6%
Vontobel Holding
283
Vontobel Holding
Switzerland
$23M +$1.67M +42,361 +8%
ACI
284
Alpha Cubed Investments
California
$22.9M +$391K +9,920 +2%
UCFA
285
United Capital Financial Advisors
Texas
$22.9M -$10.6M -267,618 -31%
TAM
286
Tocqueville Asset Management
New York
$22.8M +$382K +9,699 +2%
SI
287
Stephens Inc
Arkansas
$22.8M +$4.06M +103,026 +21%
EAM
288
Eagle Asset Management
Florida
$22.6M +$352K +8,928 +2%
SMDAM
289
Sumitomo Mitsui DS Asset Management
Japan
$22.6M +$1.55M +39,177 +7%
CIA
290
Capital Investment Advisors
Georgia
$22.3M +$1.94M +49,253 +9%
UB
291
UMB Bank
Missouri
$22.2M -$583K -14,781 -3%
PP
292
Prudential plc
United Kingdom
$22.2M +$613K +15,533 +3%
D.E. Shaw & Co
293
D.E. Shaw & Co
New York
$22.2M +$11.3M +286,849 +101%
EHC
294
Everett Harris & Co
California
$22M +$66.1K +1,675 +0.3%
X
295
Xponance
Pennsylvania
$21.9M +$177K +4,489 +0.8%
CIC
296
Crawford Investment Counsel
Georgia
$21.8M +$2.1M +53,289 +11%
Cetera Investment Advisers
297
Cetera Investment Advisers
Illinois
$21.6M +$2.37M +59,995 +12%
USAA
298
United Services Automobile Association
Texas
$21.6M -$2.3M -58,283 -10%
HNB
299
Huntington National Bank
Ohio
$21.5M +$326K +8,275 +2%
GIBU
300
Gulf International Bank (UK)
United Kingdom
$21.4M -$5.68M -144,000 -21%

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.