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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
LG
676
Leuthold Group
Minnesota
$4.99M +$5.06M +128,233 New
RIA
677
RPG Investment Advisory
California
$4.99M +$21.9K +556 +0.4%
PCM
678
Princeton Capital Management
New Jersey
$4.98M -$29.7K -752 -0.6%
AWM
679
Apollon Wealth Management
South Carolina
$4.96M +$220K +5,587 +5%
HI
680
Humankind Investments
New York
$4.95M -$186K -4,717 -4%
OQS
681
Occudo Quantitative Strategies
Florida
$4.94M +$2.59M +65,661 +107%
CCFCSB
682
Cape Cod Five Cents Savings Bank
Massachusetts
$4.92M +$12.1K +307 +0.2%
CI
683
CX Institutional
Indiana
$4.92M +$4.53M +114,760 +1,055%
CNBT
684
Canandaigua National Bank & Trust
New York
$4.9M +$4.97M +126,035 New
OIA
685
OneDigital Investment Advisors
Kansas
$4.87M +$870K +22,056 +21%
GIM
686
Goelzer Investment Management
Indiana
$4.87M -$1.13M -28,745 -19%
LCM
687
Logan Capital Management
Pennsylvania
$4.85M +$318K +8,075 +7%
EH
688
Equitable Holdings
New York
$4.85M +$1.15M +29,070 +30%
PMEF
689
Point72 Middle East FZE
United Arab Emirates
$4.84M -$1.76M -44,752 -26%
DAM
690
Delta Asset Management
Tennessee
$4.84M +$105K +2,651 +2%
GIM
691
Grassi Investment Management
California
$4.83M +$175K +4,429 +4%
SLWA
692
San Luis Wealth Advisors
California
$4.81M +$1M +25,473 +26%
FIA
693
Foundations Investment Advisors
Arizona
$4.8M +$1.26M +32,031 +35%
MFG
694
Monte Financial Group
Connecticut
$4.78M +$93.1K +2,361 +2%
WA
695
WealthTrust Axiom
Pennsylvania
$4.78M +$165K +4,189 +4%
SF
696
Symphony Financial
Texas
$4.74M +$380K +9,647 +9%
APP
697
Avantax Planning Partners
Iowa
$4.73M -$200K -5,070 -4%
SCA
698
Sage Capital Advisors
South Dakota
$4.72M +$931K +23,615 +24%
IFG
699
Independent Financial Group
California
$4.69M +$936K +23,746 +25%
AMAL
700
Asset Management Advisors LLC
Oklahoma
$4.68M -$17.7K -450 -0.4%

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.