We are live on ! Find out more

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
HWM
551
HB Wealth Management
Georgia
$6.97M +$2.01M +50,963 +40%
WP
552
WealthPLAN Partners
Nebraska
$6.97M -$6.53M -165,679 -48%
VCM
553
Violich Capital Management
California
$6.94M +$2.37K +60 +0%
PCIA
554
Prime Capital Investment Advisors
Kansas
$6.93M -$2.01K -51 -0%
CRC
555
Curi RMB Capital
Illinois
$6.89M +$2.17M +55,076 +45%
KIC
556
Keating Investment Counselors
Florida
$6.89M +$2.2M +55,904 +46%
SAM
557
Shell Asset Management
Netherlands
$6.86M -$1.1M -27,988 -14%
BFA
558
Bragg Financial Advisors
North Carolina
$6.83M -$120K -3,049 -2%
TI
559
Tidal Investments
Wisconsin
$6.79M -$1.4M -35,477 -17%
Assenagon Asset Management
560
Assenagon Asset Management
Luxembourg
$6.77M +$154K +3,900 +2%
CFLC
561
California First Leasing Corp
California
$6.76M
BB
562
Bell Bank
North Dakota
$6.76M +$1.44M +36,460 +27%
AAMA
563
Advanced Asset Management Advisors
Ohio
$6.74M +$79 +2 +0%
SIAP
564
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.74M +$2.43M +61,523 +55%
AIMCA
565
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.74M -$28.7M -728,390 -81%
BFS
566
Bard Financial Services
Connecticut
$6.7M +$1.59M +40,290 +31%
IA
567
IFP Advisors
Florida
$6.68M -$3.94M -99,818 -42%
CTA
568
Colonial Trust Advisors
South Carolina
$6.65M +$33.6K +852 +0.5%
XWM
569
Xcel Wealth Management
Florida
$6.65M -$159K -4,044 -2%
FM
570
Foster & Motley
Ohio
$6.63M -$250K -6,346 -4%
E
571
Ergoteles
New York
$6.62M +$2.74M +69,395 +69%
First Manhattan
572
First Manhattan
New York
$6.61M -$735K -18,635 -10%
IF
573
Insight Folios
North Carolina
$6.5M +$396K +10,051 +6%
FNBOMD
574
First National Bank of Mount Dora
Florida
$6.5M -$650K -16,481 -9%
CSIC
575
Clifford Swan Investment Counsel
California
$6.48M -$4.69K -119 -0.1%

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.