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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
HC
376
Henshaw Capital
Massachusetts
$13.3M
IIM
377
Intact Investment Management
Quebec, Canada
$13.2M -$268K -6,800 -2%
EMPI
378
Elo Mutual Pension Insurance
Finland
$13M +$407K +10,317 +3%
Wealthfront Advisers
379
Wealthfront Advisers
California
$13M +$3.23M +82,010 +33%
RT
380
Rockland Trust
Massachusetts
$13M +$2.77M +70,197 +27%
RMA
381
Roffman Miller Associates
Pennsylvania
$13M +$1.59M +40,398 +14%
FNT
382
First National Trust
Pennsylvania
$13M +$303K +7,675 +2%
Brown Advisory
383
Brown Advisory
Maryland
$13M -$315K -7,997 -2%
MSRPS
384
Maryland State Retirement & Pension System
Maryland
$12.9M +$85.4K +2,165 +0.7%
WAS
385
Wesleyan Assurance Society
United Kingdom
$12.9M
KRS
386
Kentucky Retirement Systems
Kentucky
$12.9M +$74.3K +1,885 +0.6%
TH
387
TCTC Holdings
Texas
$12.8M +$330K +8,365 +3%
BCI
388
Brinker Capital Investments
Pennsylvania
$12.7M +$4.24M +107,402 +49%
OPS
389
Orion Portfolio Solutions
Nebraska
$12.7M +$10.1M +255,239 +357%
OPERF
390
Oregon Public Employees Retirement Fund
Oregon
$12.6M +$120K +3,050 +0.9%
SFM
391
Stack Financial Management
Montana
$12.6M +$1.15M +29,088 +10%
Wealth Enhancement Advisory Services
392
Wealth Enhancement Advisory Services
Minnesota
$12.6M +$3.32M +84,074 +35%
Man Group
393
Man Group
United Kingdom
$12.4M -$81.9M -2,078,007 Closed
CA
394
Cullinan Associates
Kentucky
$12.3M +$4.79M +121,417 +62%
SDIC
395
South Dakota Investment Council
South Dakota
$12.3M
BTW
396
Boston Trust Walden
Massachusetts
$12.3M -$2.64M -66,900 -18%
TAM
397
Todd Asset Management
Kentucky
$12.2M +$21.3K +539 +0.2%
RCYC
398
Richard C. Young & Co
Rhode Island
$12.1M +$6.26M +158,837 +104%
BCP
399
Blue Chip Partners
Michigan
$12.1M +$1.45M +36,837 +13%
SAI
400
Systematic Alpha Investments
New Jersey
$12M

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.