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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
MC
476
Moors & Cabot
Massachusetts
$9.06M -$441K -11,170 -5%
Ninety One (UK)
477
Ninety One (UK)
United Kingdom
$9.03M +$9.15M +232,084 New
Pzena Investment Management
478
Pzena Investment Management
New York
$8.97M -$78.7K -1,996 -0.9%
KFP
479
Keystone Financial Planning
Ohio
$8.95M +$144K +3,649 +2%
CWM
480
Congress Wealth Management
Massachusetts
$8.94M +$2.33M +58,996 +35%
Impax Asset Management Group
481
Impax Asset Management Group
United Kingdom
$8.89M -$65.5K -1,662 -0.7%
JMFC
482
J.M. Forbes & Co
Massachusetts
$8.86M +$1.7M +43,179 +23%
VPIM
483
Vanguard Personalized Indexing Management
California
$8.83M +$3.53M +89,398 +65%
CWM
484
CIBC World Markets
New York
$8.79M -$26.3M -667,826 -75%
SAM
485
Silvercrest Asset Management
New York
$8.77M -$1.88M -47,580 -17%
IWA
486
IBEX Wealth Advisors
New Jersey
$8.75M +$484K +12,261 +6%
CB
487
Community Bank
New York
$8.74M +$331K +8,385 +4%
SCA
488
Stonebridge Capital Advisors
Minnesota
$8.55M +$145K +3,675 +2%
DIA
489
Dean Investment Associates
Ohio
$8.53M +$3.27M +82,859 +61%
GF
490
Goodman Financial
Texas
$8.53M +$587K +14,891 +7%
AMG
491
Advisors Management Group
Wisconsin
$8.52M +$811K +20,576 +10%
KCM
492
Kanawha Capital Management
Virginia
$8.49M +$522K +13,237 +6%
MIM
493
Morningstar Investment Management
Illinois
$8.41M +$2.65M +67,170 +45%
LA
494
LBP AM
France
$8.4M -$985K -24,987 -10%
NCM
495
Novare Capital Management
North Carolina
$8.37M +$1.25M +31,777 +17%
ACIM
496
Azimuth Capital Investment Management
Michigan
$8.37M +$2.22M +56,232 +35%
CA
497
CapWealth Advisors
Tennessee
$8.37M +$90.2K +2,287 +1%
SFS
498
Sowell Financial Services
Arkansas
$8.33M -$4.44M -112,583 -34%
AAA
499
Adams Asset Advisors
Texas
$8.29M +$64.4K +1,634 +0.8%
AOWM
500
Alpha Omega Wealth Management
Virginia
$8.28M +$419K +10,632 +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.