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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
FAIM
801
Financial Advocates Investment Management
Washington
$3.74M +$1.57M +39,881 +71%
SVWAG
802
Sound View Wealth Advisors Group
Georgia
$3.74M +$721K +18,276 +23%
SGI
803
Summit Global Investments
Utah
$3.74M +$326K +8,256 +9%
SWM
804
SeaCrest Wealth Management
New York
$3.72M +$34.2K +867 +0.9%
MKC
805
M. Kraus & Co
Vermont
$3.72M +$11.8K +300 +0.3%
BTWM
806
Baker Tilly Wealth Management
Wisconsin
$3.72M +$550K +13,939 +17%
LA
807
LVW Advisors
New York
$3.71M +$454K +11,510 +14%
AFG
808
Albion Financial Group
Utah
$3.69M -$17.2K -435 -0.5%
PFS
809
Prospera Financial Services
Texas
$3.69M +$258K +6,540 +7%
AHC
810
Adell Harriman & Carpenter
Texas
$3.68M +$163K +4,134 +5%
JC
811
JB Capital
Connecticut
$3.67M +$767K +19,448 +26%
EWA
812
Exencial Wealth Advisors
Oklahoma
$3.67M -$112K -2,837 -3%
SCP
813
Shorepoint Capital Partners
Massachusetts
$3.67M +$336K +8,516 +10%
WI
814
WBI Investments
New Jersey
$3.67M -$6.23K -158 -0.2%
RCM
815
Raleigh Capital Management
North Carolina
$3.65M +$130K +3,302 +4%
FAM
816
Fred Alger Management
New York
$3.63M +$177K +4,484 +5%
BRM
817
Boston Research & Management
Massachusetts
$3.63M +$519K +13,171 +16%
HA
818
Hamel Associates
New Jersey
$3.62M -$13.8K -350 -0.4%
BBA
819
BLB&B Advisors
Pennsylvania
$3.6M -$535K -13,561 -13%
SCP
820
Sandhill Capital Partners
New York
$3.59M +$599K +15,180 +20%
MPAM
821
Murphy Pohlad Asset Management
Minnesota
$3.59M -$4.73K -120 -0.1%
DI
822
DFPG Investments
Utah
$3.59M +$1.11M +28,086 +44%
PP
823
Patten & Patten
Tennessee
$3.58M -$362K -9,181 -9%
EA
824
Ellsworth Advisors
Ohio
$3.58M +$436K +11,066 +14%
FCH
825
Freestone Capital Holdings
Washington
$3.58M -$19.3K -489 -0.5%

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.