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
SS
576
Simplicity Solutions
Minnesota
$6.42M +$5.2M +131,736 +395%
FB
577
Fulton Bank
Pennsylvania
$6.4M -$150K -3,793 -2%
LNC
578
Lincoln National Corp
Pennsylvania
$6.33M +$930K +23,578 +17%
BFA
579
Benedict Financial Advisors
Georgia
$6.31M +$247K +6,253 +4%
Renaissance Technologies
580
Renaissance Technologies
New York
$6.3M -$62.8M -1,592,120 -91%
GWM
581
Geneos Wealth Management
Colorado
$6.3M -$761K -19,297 -11%
BSA
582
Braun Stacey Associates
New York
$6.3M -$830K -21,036 -11%
WAM
583
WNY Asset Management
New York
$6.29M +$402K +10,196 +7%
RWM
584
Rench Wealth Management
Texas
$6.29M +$592K +15,024 +10%
HCMT
585
Highland Capital Management (Tennessee)
Tennessee
$6.25M -$84.5K -2,143 -1%
OA
586
Oxbow Advisors
Texas
$6.22M +$5.1M +129,251 +421%
MC
587
Middleton & Co
Massachusetts
$6.22M -$2.37K -60 -0%
MGP
588
Metis Global Partners
California
$6.21M +$1.72M +43,529 +38%
ACM
589
Advisors Capital Management
New Jersey
$6.2M +$1.43M +36,135 +29%
Kovitz Investment Group Partners
590
Kovitz Investment Group Partners
Illinois
$6.2M +$550K +13,941 +10%
GFS
591
GYL Financial Synergies
Connecticut
$6.15M +$5.06M +128,210 +429%
WRBC
592
W.R. Berkley Corp
Connecticut
$6.13M
IC
593
IEQ Capital
California
$6.12M +$587K +14,875 +10%
CCM
594
Coldstream Capital Management
Washington
$6.11M +$345K +8,749 +6%
FCBT
595
First Citizens Bank & Trust
North Carolina
$6.06M +$1.17M +29,651 +23%
HSA
596
Hussman Strategic Advisors
Maryland
$6.03M
M
597
MOTCO
Texas
$6.01M +$293K +7,429 +5%
KA
598
Kintegral Advisory
New York
$5.99M -$326K -8,272 -5%
CAM
599
Carret Asset Management
New York
$5.98M -$575K -14,577 -9%
MFA
600
Mayflower Financial Advisors
Massachusetts
$5.97M +$5.92K +150 +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.