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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
Deutsche Bank
26
Deutsche Bank
Germany
$753M +$69.3M +1,756,908 +10%
N
27
Nuveen
North Carolina
$675M +$2.52M +63,936 +0.4%
Swiss National Bank
28
Swiss National Bank
Switzerland
$648M -$15.8M -401,300 -2%
RJA
29
Raymond James & Associates
Florida
$632M +$59.6M +1,510,212 +10%
UBS Group
30
UBS Group
Switzerland
$623M +$94.9M +2,407,522 +18%
American Century Companies
31
American Century Companies
Missouri
$584M -$36.4M -922,943 -6%
Capital World Investors
32
Capital World Investors
California
$579M +$252M +6,381,861 +75%
First Trust Advisors
33
First Trust Advisors
Illinois
$573M +$30.6M +776,760 +6%
LSV Asset Management
34
LSV Asset Management
Illinois
$567M -$16.4M -416,043 -3%
Nordea Investment Management
35
Nordea Investment Management
Sweden
$549M +$6.17M +156,393 +1%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$497M -$10.9M -275,700 -2%
Macquarie Group
37
Macquarie Group
Australia
$485M +$35.8M +907,387 +8%
Amundi
38
Amundi
France
$426M -$34.7M -879,265 -8%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$412M +$13.1M +333,215 +5%
Franklin Resources
40
Franklin Resources
California
$411M -$34.4M -871,055 -8%
Principal Financial Group
41
Principal Financial Group
Iowa
$392M -$52.2M -1,324,615 -12%
State Farm Mutual Automobile Insurance
42
State Farm Mutual Automobile Insurance
Illinois
$378M
Arrowstreet Capital
43
Arrowstreet Capital
Massachusetts
$359M +$361M +9,157,064 +14,194%
CS
44
Credit Suisse
Switzerland
$353M +$5.51M +139,792 +2%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$334M -$91.9M -2,330,798 -21%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$328M +$8.71M +220,892 +3%
SOMRS
47
State of Michigan Retirement System
Michigan
$316M +$469K +11,900 +0.1%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$298M +$56.8M +1,439,462 +23%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$286M -$4.85M -122,908 -2%
ClearBridge Investments
50
ClearBridge Investments
New York
$283M +$5.01M +127,073 +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.