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2,759 hedge funds and large institutions have $99.1B invested in Verizon in 2022 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 1,224 increasing their positions, 1,254 reducing their positions, and 279 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $1.39B | Put options by funds: $1.2B

2% less repeat investments, than reductions

Existing positions increased: 1,224 | Existing positions reduced: 1,254

1.12% less ownership

Funds ownership: 63.44%62.32% (-1.1%)

7% less funds holding

Funds holding: 2,9692,759 (-210)

27% less capital invested

Capital invested by funds: $135B → $99.1B (-$35.8B)

50% less funds holding in top 10

Funds holding in top 10: 12261 (-61)

60% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 279

Holders
2,759
Holders Change
-210
Holders Change %
-7.07%
% of All Funds
47.52%
Holding in Top 10
61
Holding in Top 10 Change
-61
Holding in Top 10 Change %
-50%
% of All Funds
1.05%
New
111
Increased
1,224
Reduced
1,254
Closed
279
Calls
$1.39B
Puts
$1.2B
Net Calls
+$198M
Net Calls Change
-$370M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
301
D.A. Davidson & Co
Montana
$19.6M -$708K -15,893 -3%
N
302
Natixis
France
$19.4M -$10.5M -235,620 -32%
SPIA
303
Steward Partners Investment Advisory
New York
$19.1M -$2.65M -59,552 -11%
PFO
304
Pathstone Family Office
New Jersey
$19M +$15.7M +352,550 +240%
AWS
305
Atria Wealth Solutions
New York
$19M -$1.24M -27,955 -5%
ACI
306
Alpha Cubed Investments
California
$19M -$16.2M -363,026 -42%
TWC
307
TD Waterhouse Canada
Ontario, Canada
$18.9M +$19.1K +428 +0.1%
CDH
308
Charles D. Hyman
$18.9M -$162K -3,630 -0.7%
Fisher Asset Management
309
Fisher Asset Management
Washington
$18.8M -$750M -16,840,940 -97%
SMDAM
310
Sumitomo Mitsui DS Asset Management
Japan
$18.8M +$1.82M +40,954 +9%
Capital Fund Management (CFM)
311
Capital Fund Management (CFM)
France
$18.7M +$22M +493,608 New
SI
312
Stephens Inc
Arkansas
$18.7M +$164K +3,689 +0.8%
NAM
313
Nissay Asset Management
Japan
$18.6M +$761K +17,093 +4%
ZIC
314
ZWJ Investment Counsel
Georgia
$18.6M -$1.08M -24,279 -5%
CNB
315
Czech National Bank
Czech Republic
$18.5M +$21.7M +488,067 New
QIM
316
Quantitative Investment Management
Virginia
$18.5M +$21.7M +486,911 New
CFC
317
Cincinnati Financial Corp
Ohio
$18.5M
CC
318
Cornerstone Capital
California
$18.5M +$283K +6,355 +1%
CIA
319
Capital Investment Advisors
Georgia
$18.4M +$742K +16,664 +4%
LGF
320
LGT Group Foundation
Liechtenstein
$18.2M -$476K -10,687 -2%
CFB
321
Cullen/Frost Bankers
Texas
$18.1M +$595K +13,358 +3%
X
322
Xponance
Pennsylvania
$18M +$3.09M +69,381 +17%
SF
323
Synovus Financial
Georgia
$17.9M -$1.97M -44,172 -9%
HCM
324
Heathbridge Capital Management
Ontario, Canada
$17.9M -$2.97M -66,800 -12%
RJT
325
Raymond James Trust
Florida
$17.8M +$120K +2,687 +0.6%

VZ Hedge Fund Activity: Q3 2022 in Review

2,759 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q3 2022, worth a combined $99.1B — down 27% from $135B a quarter earlier.

Sellers outnumbered buyers: 279 funds closed out of VZ and 111 opened new positions — a net loss of 168 holders — while 1,254 trimmed existing stakes and 1,224 added.

The largest buyer was Charles Schwab, adding an estimated $441M. The largest seller was Wellington Management Group, cutting an estimated $922M.

  • 2,759 institutional investors held Verizon (VZ) as of Q3 2022, down from 2,969 in Q2 2022.
  • Funds reported $99.1B of Verizon stock for Q3 2022, down 27% quarter-over-quarter.
  • 111 funds opened new Verizon positions in Q3 2022 and 279 closed out, a net change of -168 holders.
  • The largest Verizon buyer in Q3 2022 was Charles Schwab, an estimated $441M added.
  • The largest Verizon seller in Q3 2022 was Wellington Management Group, an estimated $922M sold.

Based on aggregated 13F filings for Q3 2022.