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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
LGF
301
LGT Group Foundation
Liechtenstein
$21.4M +$1.19M +30,094 +6%
ETC
302
Exchange Traded Concepts
Oklahoma
$21.3M +$7.53M +191,041 +54%
HPG
303
Harvest Portfolios Group
Ontario, Canada
$20.8M +$524K +13,299 +3%
CC
304
Cornerstone Capital
California
$20.6M +$2.9M +73,420 +16%
AAS
305
Avantax Advisory Services
Texas
$20.5M +$3.79M +96,124 +22%
AWS
306
Atria Wealth Solutions
New York
$20.4M +$884K +22,419 +4%
NPA
307
Nichols & Pratt Advisers
Massachusetts
$20.3M +$3.38M +85,801 +20%
CIP
308
Chartwell Investment Partners
Pennsylvania
$20.2M -$665K -16,860 -3%
CFB
309
Cullen/Frost Bankers
Texas
$20.1M +$359K +9,104 +2%
PA
310
Pinnacle Associates
New York
$20.1M -$706K -17,891 -3%
William Blair & Company
311
William Blair & Company
Illinois
$19.9M -$828K -21,000 -4%
HCM
312
Heathbridge Capital Management
Ontario, Canada
$19.9M -$1.03M -26,050 -5%
RG
313
Rathbones Group
United Kingdom
$19.7M -$22.2M -561,822 -53%
CNB
314
Czech National Bank
Czech Republic
$19.2M +$125K +3,176 +0.6%
BCM
315
Brookstone Capital Management
Illinois
$19.1M +$2.43M +61,679 +15%
RJT
316
Raymond James Trust
Florida
$19M +$909K +23,060 +5%
AL
317
Arnhold LLC
New York
$19M +$1.34M +33,885 +7%
DADC
318
D.A. Davidson & Co
Montana
$19M +$453K +11,495 +2%
MPWT
319
MassMutual Private Wealth & Trust
Connecticut
$19M +$2.8M +71,108 +17%
CFC
320
Cincinnati Financial Corp
Ohio
$18.9M
NEI
321
Northwest & Ethical Investments
Ontario, Canada
$18.7M +$337K +8,552 +2%
TSW
322
Thompson Siegel & Walmsley
Virginia
$18.7M +$1.56M +39,567 +9%
TA
323
Tiedemann Advisors
New York
$18.4M +$106K +2,682 +0.6%
CDH
324
Charles D. Hyman
$18.3M +$52.8K +1,340 +0.3%
NAM
325
Nissay Asset Management
Japan
$18.2M -$644K -16,324 -3%

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.