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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
IWC
501
Integrated Wealth Concepts
Massachusetts
$8.24M +$3M +76,053 +56%
BWP
502
Baldwin Wealth Partners
Massachusetts
$8.24M +$97.8K +2,481 +1%
JC
503
Jacobs & Co
California
$8.17M -$163K -4,142 -2%
Wolverine Trading
504
Wolverine Trading
Illinois
$8.14M +$5.34M +135,328 +180%
PAS
505
Park Avenue Securities
New York
$8.13M +$1.83M +46,490 +29%
TBA
506
Tower Bridge Advisors
Pennsylvania
$8.13M -$242K -6,131 -3%
XF
507
XML Financial
Maryland
$8.1M +$141K +3,564 +2%
PMIA
508
Patrick Mauro Investment Advisor
Illinois
$8.07M +$357K +9,055 +5%
Holocene Advisors
509
Holocene Advisors
New York
$8.05M -$107M -2,716,834 -93%
SCM
510
SKBA Capital Management
California
$8.03M -$86.8K -2,200 -1%
FLPIM
511
F.L. Putnam Investment Management
Massachusetts
$8.01M +$1.11M +28,220 +16%
PL
512
Perpetual Ltd
Australia
$8.01M +$8.12M +205,861 New
WIM
513
WealthPlan Investment Management
Nebraska
$7.95M -$5.1M -129,338 -39%
FVCM
514
F&V Capital Management
Florida
$7.85M +$16K +406 +0.2%
ECM
515
Estabrook Capital Management
New York
$7.82M -$63.9K -1,620 -0.8%
GC
516
Grimes & Company
Massachusetts
$7.79M +$1.32M +33,432 +20%
NEAM
517
New England Asset Management
Connecticut
$7.79M +$2.23M +56,570 +39%
MYAM
518
Meiji Yasuda Asset Management
Japan
$7.78M -$2.73M -69,253 -26%
CCM
519
Callodine Capital Management
Massachusetts
$7.7M +$907K +23,000 +13%
VAS
520
Valicenti Advisory Services
New York
$7.65M +$697K +17,686 +10%
CAMG
521
CWA Asset Management Group
Florida
$7.64M +$250K +6,331 +3%
VIA
522
Vident Investment Advisory
Georgia
$7.63M +$447K +11,346 +6%
GFG
523
Greystone Financial Group
Michigan
$7.63M +$7.73M +196,128 New
NMERB
524
New Mexico Educational Retirement Board
New Mexico
$7.56M -$245K -6,200 -3%
LS
525
Livforsakringsbolaget Skandia
Sweden
$7.52M

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.