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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
BL
751
Balentine LLC
Georgia
$4.14M -$749K -19,004 -15%
BL
752
BFSG LLC
California
$4.14M +$171K +4,347 +4%
PT
753
Plimoth Trust
Massachusetts
$4.12M +$76.3K +1,934 +2%
EWM
754
Executive Wealth Management
Michigan
$4.12M +$181K +4,594 +5%
HVIA
755
Hudson Valley Investment Advisors
New York
$4.1M -$459K -11,639 -10%
PAG
756
Private Advisory Group
Washington
$4.08M +$2.01M +51,080 +95%
TA
757
Tectonic Advisors
Texas
$4.08M +$391K +9,908 +10%
SIM
758
Stratos Investment Management
Ohio
$4.06M -$685K -17,372 -14%
NRS
759
Neville Rodie & Shaw
New York
$4.06M +$54.4K +1,380 +1%
STB
760
S&T Bank
Pennsylvania
$4.05M +$38.3K +972 +0.9%
HW
761
Hancock Whitney
Mississippi
$4.05M -$299K -7,589 -7%
SGC
762
Slocum, Gordon & Co
Rhode Island
$4.03M -$492K -12,482 -11%
LCM
763
LVM Capital Management
Michigan
$4.02M -$2.82M -71,572 -41%
EF
764
Empowered Funds
Pennsylvania
$4.02M +$4.07M +103,273 New
BFO
765
Boston Family Office
Massachusetts
$4.01M -$331K -8,386 -8%
AG
766
Ascent Group
Virginia
$4M +$632K +16,028 +18%
EM
767
Excalibur Management
Massachusetts
$4M -$48.8K -1,237 -1%
FTDI
768
First Trust Direct Indexing
Massachusetts
$4M -$107K -2,716 -3%
TNB
769
Thomasville National Bank
Georgia
$3.99M +$467K +11,836 +13%
SW
770
Solidarity Wealth
Utah
$3.99M +$4.04M +102,535 New
PHS
771
Pekin Hardy Strauss
Illinois
$3.99M -$71.7K -1,818 -2%
CCP
772
Cunning Capital Partners
North Carolina
$3.98M
MIM
773
Marco Investment Management
Georgia
$3.98M -$134K -3,395 -3%
JIC
774
Johnson Investment Counsel
Ohio
$3.95M -$20.1K -510 -0.5%
DWM
775
Dakota Wealth Management
Florida
$3.95M -$42.7K -1,082 -1%

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.