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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
FP
326
Foundry Partners
Minnesota
$18.2M -$18M -455,731 -49%
TC
327
TownSquare Capital
Utah
$18.1M +$2.53M +64,060 +16%
SDJVC
328
St. Denis J. Villere & Co
Louisiana
$18M +$11.6M +295,178 +175%
OAM
329
Oppenheimer Asset Management
New York
$17.9M +$3.06M +77,719 +20%
FRM
330
Foundation Resource Management
Arkansas
$17.7M +$488K +12,379 +3%
VWM
331
Valley Wealth Managers
New Jersey
$17.6M +$5M +126,905 +39%
Northwestern Mutual Wealth Management
332
Northwestern Mutual Wealth Management
Wisconsin
$17.6M +$1.43M +36,138 +9%
QI
333
QV Investors
Alberta, Canada
$17.5M -$432K -10,960 -2%
Kayne Anderson Rudnick Investment Management
334
Kayne Anderson Rudnick Investment Management
California
$17.3M +$3.47M +87,937 +25%
KA
335
KLCM Advisors
Wisconsin
$17.3M +$774K +19,623 +5%
TAM
336
Trillium Asset Management
Massachusetts
$17.2M -$74K -1,876 -0.4%
TWC
337
TD Waterhouse Canada
Ontario, Canada
$17M +$1.41M +35,653 +10%
BAM
338
Bell Asset Management
Australia
$17M +$1.12M +28,411 +7%
MCC
339
Money Concepts Capital
Florida
$16.6M -$869K -22,030 -5%
DWM
340
Destination Wealth Management
California
$16.4M +$2.45M +62,133 +17%
HIMC
341
Heritage Investors Management Corp
Maryland
$16.2M +$1.28M +32,519 +8%
CIBC Private Wealth Group
342
CIBC Private Wealth Group
Georgia
$16.1M -$561K -14,235 -8%
KIA
343
KCM Investment Advisors
California
$16M -$1.95M -49,462 -11%
WCM
344
Wedge Capital Management
North Carolina
$16M -$4.16M -105,581 -20%
BF
345
BOK Financial
Oklahoma
$15.8M -$8.09M -205,061 -34%
OSAM
346
O'Shaughnessy Asset Management
Connecticut
$15.8M +$1.57M +39,805 +11%
CI
347
Cincinnati Insurance
Ohio
$15.8M
BMSSC
348
B. Metzler seel. Sohn & Co
Germany
$15.7M +$1.73M +43,889 +12%
Lazard Asset Management
349
Lazard Asset Management
New York
$15.7M -$55.3M -1,402,487 -78%
CF
350
Cantor Fitzgerald
New York
$15.6M +$723K +18,344 +5%

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.