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
VIM
626
Vinva Investment Management
Australia
$5.5M +$5.61M +142,293 New
SB
627
Simmons Bank
Arkansas
$5.49M +$22.5K +571 +0.4%
GIA
628
GHP Investment Advisors
Colorado
$5.47M +$337K +8,542 +6%
ACM
629
AlphaStar Capital Management
North Carolina
$5.47M +$2.31M +58,634 +72%
PFPT
630
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.47M +$341K +8,658 +7%
SAM
631
Sompo Asset Management
Japan
$5.47M +$801K +20,310 +17%
NC
632
Nicholas Company
Wisconsin
$5.47M
SSB
633
Sandy Spring Bank
Maryland
$5.45M -$80.3K -2,036 -1%
AAIM
634
American Assets Investment Management
California
$5.44M
SC
635
SouthState Corp
Florida
$5.42M -$2.05M -51,893 -27%
BFEC
636
Benjamin F. Edwards & Company
Missouri
$5.4M +$710K +18,002 +15%
SFI
637
Siemens Fonds Invest
Germany
$5.4M -$215K -5,446 -4%
PI
638
PFS Investments
Georgia
$5.4M +$313K +7,937 +6%
V
639
Veritable
Delaware
$5.4M +$308K +7,818 +6%
PSP
640
Principal Street Partners
Tennessee
$5.39M +$4.63M +117,294 +548%
BFG
641
Beacon Financial Group
Texas
$5.38M +$361K +9,159 +7%
HCM
642
Hillman Capital Management
Maryland
$5.38M +$158K +4,013 +3%
DIA
643
Dana Investment Advisors
Wisconsin
$5.37M +$110K +2,781 +2%
LSPW
644
Lake Street Private Wealth
Illinois
$5.36M +$1.14M +29,021 +27%
AUB
645
Atlantic Union Bankshares
Virginia
$5.33M -$143K -3,627 -3%
TRCT
646
Tower Research Capital (TRC)
New York
$5.3M +$1.37M +34,730 +34%
FG
647
Fiduciary Group
Georgia
$5.29M -$1.62K -41 -0%
LOPW
648
Live Oak Private Wealth
North Carolina
$5.29M +$1.04M +26,482 +24%
BHWA
649
Beacon Harbor Wealth Advisors
Virginia
$5.28M +$4.89M +124,092 +1,062%
WW
650
Windle Wealth
Oklahoma
$5.28M +$572K +14,492 +12%

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.