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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
EWM
426
Edge Wealth Management
New York
$10.6M +$324K +8,225 +3%
CIC
427
Cutler Investment Counsel
Oregon
$10.4M +$154K +3,894 +1%
CTC
428
Central Trust Company
Missouri
$10.3M -$425K -10,771 -4%
RIL
429
Rothschild Investment LLC
Illinois
$10.3M +$822K +20,845 +9%
WIC
430
Woodmont Investment Counsel
Tennessee
$10.2M +$338K +8,575 +3%
VIP
431
Vantage Investment Partners
Missouri
$10.2M +$857K +21,741 +9%
HAI
432
Hennessy Advisors Inc
California
$10.2M +$1.75M +44,450 +20%
BPWM
433
Badgley Phelps Wealth Managers
Washington
$10.2M +$1.05M +26,696 +11%
MDCM
434
Morgan Dempsey Capital Management
Wisconsin
$10.2M +$877K +22,233 +9%
SWP
435
Stratos Wealth Partners
Ohio
$10.2M -$1.32M -33,502 -11%
USCWA
436
U.S. Capital Wealth Advisors
Texas
$10.2M +$318K +8,065 +3%
CAM
437
Congress Asset Management
Massachusetts
$10.1M +$2.23M +56,444 +28%
ZAM
438
Zevin Asset Management
Massachusetts
$10.1M +$442K +11,211 +5%
LFAS
439
Level Four Advisory Services
Texas
$10.1M +$1.97M +50,038 +24%
BAM
440
Belpointe Asset Management
Nevada
$10M -$2.16M -54,793 -18%
KPWS
441
Kestra Private Wealth Services
Texas
$9.97M +$1.62M +40,975 +19%
VV
442
Verity & Verity
South Carolina
$9.96M +$736K +18,665 +8%
VC
443
Vestor Capital
Illinois
$9.96M -$7.53K -191 -0.1%
IAIM
444
Industrial Alliance Investment Management
Quebec, Canada
$9.95M -$3.58M -90,754 -26%
WT
445
Washington Trust
Rhode Island
$9.94M +$97.3K +2,467 +1%
CIC
446
Carnegie Investment Counsel
Ohio
$9.9M -$845K -21,428 -8%
ATC
447
Argent Trust Co
Tennessee
$9.89M -$54.5K -1,383 -0.5%
BCV
448
Banque Cantonale Vaudoise
Switzerland
$9.85M -$233K -5,909 -2%
GAM
449
Gotham Asset Management
New York
$9.76M +$88.7K +2,250 +0.9%
GHAM
450
Gilman Hill Asset Management
Connecticut
$9.73M +$471K +11,937 +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.