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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
DAS
651
Dynamic Advisor Solutions
Arizona
$5.26M +$904K +22,934 +20%
MCP
652
Mirador Capital Partners
California
$5.26M +$2.16M +54,676 +68%
TI
653
Trexquant Investment
Connecticut
$5.25M +$5.33M +135,084 New
CT
654
Caldwell Trust
Florida
$5.25M -$240K -6,088 -4%
AF
655
Alerus Financial
North Dakota
$5.25M +$217K +5,514 +4%
VAS
656
Vestmark Advisory Solutions
Massachusetts
$5.23M +$973K +24,679 +22%
WFMPM
657
Woodley Farra Manion Portfolio Management
Indiana
$5.19M +$113K +2,867 +2%
BCWM
658
Bartlett & Co Wealth Management
Ohio
$5.17M -$1.56M -39,625 -23%
BC
659
Bartlett & Co
Ohio
$5.17M -$1.56M -39,625 -23%
HEIP
660
Hudson Edge Investment Partners
New Jersey
$5.16M +$1.5M +37,934 +40%
BCA
661
Bernzott Capital Advisors
California
$5.14M -$326K -8,276 -6%
NMIMC
662
Northwestern Mutual Investment Management Company
Wisconsin
$5.13M +$15.3K +388 +0.3%
API
663
Advisor Partners II
California
$5.11M +$1.27M +32,206 +32%
SWM
664
Stockman Wealth Management
Montana
$5.09M +$469K +11,901 +10%
BWS
665
Buck Wealth Strategies
Colorado
$5.09M +$5.17M +130,990 New
WANY
666
Wealthspire Advisors (New York)
New York
$5.09M -$1.04M -26,259 -17%
HPWA
667
Hall Private Wealth Advisors
North Carolina
$5.08M -$204K -5,171 -4%
BMWM
668
Brown Miller Wealth Management
Virginia
$5.07M +$1.47M +37,297 +40%
WWM
669
Western Wealth Management
Colorado
$5.04M +$737K +18,682 +17%
SIG
670
Stonegate Investment Group
Alabama
$5.03M -$1.71M -43,303 -25%
TI
671
tru Independence
Oregon
$5.03M +$144K +3,662 +3%
WIC
672
WealthBridge Investment Counsel
Alberta, Canada
$5.03M +$26.6K +675 +0.5%
BL
673
BCWM LLC
Kansas
$5.02M +$1.37M +34,745 +37%
CM
674
Churchill Management
California
$5M +$767K +19,459 +18%
FMC
675
First Merchants Corp
Indiana
$5M -$29.5K -747 -0.6%

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.