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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
VCP
726
Verus Capital Partners
Arizona
$4.38M +$534K +13,544 +14%
JFG
727
Jefferies Financial Group
New York
$4.37M +$4.43M +112,430 New
LMIM
728
Lockheed Martin Investment Management
Maryland
$4.36M -$7.79M -197,570 -64%
BIM
729
Bullseye Investment Management
Ohio
$4.35M +$1.55M +39,277 +54%
WC
730
Woodstock Corp
Massachusetts
$4.34M -$15.8K -400 -0.4%
HH
731
Hilltop Holdings
Texas
$4.34M +$509K +12,897 +13%
AIM
732
Anchor Investment Management
South Carolina
$4.33M +$119K +3,017 +3%
NC
733
NewSquare Capital
Pennsylvania
$4.31M +$449K +11,386 +11%
AM
734
Atwater Malick
Pennsylvania
$4.31M +$263K +6,657 +6%
BMCM
735
Bryn Mawr Capital Management
Pennsylvania
$4.3M -$59.5K -1,510 -1%
AWP
736
Ascent Wealth Partners
New York
$4.28M +$108K +2,736 +3%
N
737
Natixis
France
$4.26M -$30.6M -776,151 -88%
SBH
738
Segall Bryant & Hamill
Illinois
$4.25M -$244K -6,187 -5%
BWM
739
BerganKDV Wealth Management
Minnesota
$4.24M +$472K +11,965 +12%
WHG
740
Westwood Holdings Group
Texas
$4.24M +$660K +16,734 +18%
TCM
741
Telos Capital Management
California
$4.23M +$51.1K +1,296 +1%
WPIC
742
White Pine Investment Company
Michigan
$4.23M +$107K +2,724 +3%
LOAME
743
Lombard Odier Asset Management (Europe)
United Kingdom
$4.22M -$295K -7,490 -6%
PNC
744
Park National Corp
Ohio
$4.22M -$685K -17,376 -14%
CAM
745
Columbia Asset Management
Michigan
$4.21M +$555K +14,065 +15%
BSW
746
Buckingham Strategic Wealth
Missouri
$4.2M
PMG
747
ProVise Management Group
Florida
$4.19M +$368K +9,337 +9%
AF
748
Allworth Financial
California
$4.19M +$552K +14,001 +15%
MNBTD
749
Moody National Bank Trust Division
Texas
$4.18M -$107K -2,723 -2%
WA
750
Wasatch Advisors
Utah
$4.15M +$1.74M +44,000 +70%

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.