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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
WSFS
401
Wilmington Savings Fund Society
Delaware
$12M +$222K +5,618 +2%
PA
402
Parallel Advisors
California
$11.9M +$5.75M +145,880 +91%
ONB
403
Old National Bancorp
Indiana
$11.8M +$1.9M +48,219 +19%
AWAG
404
ARS Wealth Advisors Group
Florida
$11.8M +$1.47M +37,269 +14%
Flossbach Von Storch
405
Flossbach Von Storch
Germany
$11.7M -$287K -7,285 -2%
SPC
406
Sigma Planning Corp
Michigan
$11.5M +$921K +23,350 +9%
WT
407
Whittier Trust
California
$11.4M +$182K +4,623 +2%
AIS
408
American Investment Services
Massachusetts
$11.3M
TPCW
409
TD Private Client Wealth
New York
$11.3M +$2.22M +56,226 +24%
PTC
410
Philadelphia Trust Company
Pennsylvania
$11.3M +$266K +6,745 +2%
LOIM
411
Liberty One Investment Management
Illinois
$11.3M +$1.55M +39,269 +16%
AF
412
Ally Financial
Michigan
$11.3M
BMO
413
Beck Mack & Oliver
New York
$11.3M -$220K -5,567 -2%
SCA
414
Snowden Capital Advisors
New York
$11.2M +$1.39M +35,137 +14%
MCM
415
MAI Capital Management
Ohio
$11.2M -$1.16M -29,413 -9%
GCC
416
Guardian Capital (Canada)
Ontario, Canada
$11.1M +$44.1K +1,118 +0.4%
NB
417
Norinchukin Bank
Japan
$11M +$317K +8,044 +3%
1IA
418
1834 Investment Advisors
Wisconsin
$10.9M +$1.84M +46,549 +20%
NSAM
419
North Star Asset Management
Wisconsin
$10.9M +$112K +2,841 +1%
VFM
420
Viking Fund Management
North Dakota
$10.9M +$592K +15,000 +6%
LM
421
Lincluden Management
Ontario, Canada
$10.7M -$195K -4,947 -2%
AIA
422
Avalon Investment & Advisory
Texas
$10.7M -$853K -21,635 -7%
Rafferty Asset Management
423
Rafferty Asset Management
New York
$10.7M +$1.54M +39,092 +17%
LSERS
424
Louisiana State Employees Retirement System
Louisiana
$10.6M +$63.1K +1,600 +0.6%
ISL
425
Ingalls & Snyder LLC
New York
$10.6M -$235K -5,947 -2%

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.