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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
EWM
601
Evercore Wealth Management
New York
$5.95M +$2.35M +59,557 +64%
VWA
602
Visionary Wealth Advisors
Illinois
$5.92M +$694K +17,592 +13%
PWW
603
Pettyjohn Wood & White
Virginia
$5.91M -$14.7K -374 -0.2%
WTC
604
WhitTier Trust Company
Nevada
$5.91M +$143K +3,636 +2%
Koshinski Asset Management
605
Koshinski Asset Management
Illinois
$5.91M +$212K +5,386 +4%
Fisher Asset Management
606
Fisher Asset Management
Washington
$5.89M -$3.71M -94,152 -38%
MCM
607
Mattern Capital Management
Colorado
$5.88M +$428K +10,856 +8%
PAM
608
Palisade Asset Management
Minnesota
$5.88M -$133K -3,376 -2%
BHWM
609
Bar Harbor Wealth Management
New Hampshire
$5.86M +$138K +3,495 +2%
RB
610
Rodgers Brothers
Pennsylvania
$5.86M +$530K +13,450 +10%
NM
611
NWI Management
New York
$5.83M
KRSITF
612
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.81M -$41.9K -1,062 -0.7%
PCOC
613
Power Corp of Canada
Canada
$5.81M +$3.2M +81,019 +111%
TCM
614
Twin Capital Management
Pennsylvania
$5.77M -$726K -18,403 -11%
SFWA
615
Summit Financial Wealth Advisors
Louisiana
$5.76M +$440K +11,163 +8%
CIA
616
Covington Investment Advisors
Pennsylvania
$5.74M +$2.7M +68,445 +87%
FFA
617
Fragasso Financial Advisors
Pennsylvania
$5.73M +$938K +23,787 +19%
RBC
618
Romano Brothers & Co
Illinois
$5.71M -$134K -3,406 -2%
ANTB
619
AMG National Trust Bank
Colorado
$5.69M +$4.39M +111,273 +317%
VFA
620
Valeo Financial Advisors
Indiana
$5.68M +$951K +24,111 +20%
RIA
621
Regal Investment Advisors
Michigan
$5.63M +$191K +4,833 +3%
BIA
622
Biondo Investment Advisors
Pennsylvania
$5.61M +$165K +4,175 +3%
GI
623
GAMCO Investors
Connecticut
$5.57M -$241K -6,118 -4%
Bank Julius Baer & Co
624
Bank Julius Baer & Co
Switzerland
$5.57M -$102K -2,584 -2%
AM
625
AGF Management
Ontario, Canada
$5.52M +$16.6K +421 +0.3%

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.