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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
WAM
776
Weatherly Asset Management
California
$3.94M -$151K -3,818 -4%
SWIG
777
Strategic Wealth Investment Group
Kentucky
$3.94M +$629K +15,961 +19%
ECM
778
ExodusPoint Capital Management
New York
$3.94M +$3.99M +101,293 New
GT
779
Greenleaf Trust
Michigan
$3.93M +$357K +9,048 +10%
PWP
780
Private Wealth Partners
California
$3.93M +$159K +4,032 +4%
B
781
Bailard
California
$3.93M +$45.2K +1,145 +1%
AWS
782
Arkfeld Wealth Strategies
Nebraska
$3.91M +$48.6K +1,232 +1%
HI
783
Harbour Investments
Wisconsin
$3.9M +$276K +6,998 +7%
AIP
784
Ameritas Investment Partners
Nebraska
$3.89M -$51.9K -1,315 -1%
BWG
785
Beta Wealth Group
California
$3.89M +$974K +24,705 +33%
PWP
786
Principle Wealth Partners
Connecticut
$3.88M +$599K +15,178 +18%
PA
787
Perennial Advisors
New York
$3.86M +$63.5K +1,611 +2%
AAM
788
AR Asset Management
California
$3.83M +$2.86M +72,500 +278%
CAM
789
Cresset Asset Management
Illinois
$3.83M -$1.72M -43,525 -31%
GFA
790
Gifford Fong Associates
California
$3.82M
WFG
791
Wills Financial Group
Virginia
$3.81M -$106K -2,692 -3%
SIG
792
Sky Investment Group
Connecticut
$3.8M +$76.3K +1,935 +2%
HKIM
793
Hayek Kallen Investment Management
Alabama
$3.79M -$147K -3,721 -4%
BOCM
794
Bontempo Ohly Capital Management
Maryland
$3.79M +$850K +21,547 +28%
FSA
795
Fort Sheridan Advisors
Illinois
$3.77M +$1.26M +32,039 +49%
AWM
796
Axxcess Wealth Management
California
$3.76M +$243K +6,153 +7%
WKWM
797
Walter & Keenan Wealth Management
Indiana
$3.76M -$58.1K -1,472 -2%
WSTAM
798
Wilbanks Smith & Thomas Asset Management
Virginia
$3.76M +$415K +10,524 +12%
MOS
799
MGO One Seven
Ohio
$3.75M +$1.67M +42,295 +78%
WA
800
Wealth Alliance
New York
$3.75M +$809K +20,502 +27%

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.