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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
MHS
826
M Holdings Securities
Oregon
$3.57M -$36.4K -924 -1%
VCA
827
Verdence Capital Advisors
Maryland
$3.57M +$1.11M +28,072 +44%
GW
828
GW & Wade
Massachusetts
$3.56M -$18K -456 -0.5%
SC
829
Sepio Capital
Utah
$3.56M +$1.22M +31,056 +51%
ACM
830
Alta Capital Management
Utah
$3.55M +$3.4M +86,142 +1,648%
SM
831
Sweeney & Michel
California
$3.55M +$4.04M +102,371 New
CK
832
Cohen Klingenstein
New York
$3.53M
KWM
833
Kingsview Wealth Management
Oregon
$3.51M -$358K -9,088 -9%
CRI
834
Commonwealth Retirement Investments
Virginia
$3.5M +$1.11M +28,081 +45%
ACM
835
Argyle Capital Management
Pennsylvania
$3.5M +$205K +5,200 +6%
JHCP
836
Jackson Hole Capital Partners
Oklahoma
$3.49M -$89K -2,257 -2%
QCM
837
Quantinno Capital Management
New York
$3.49M +$244K +6,191 +7%
AAS
838
Ameritas Advisory Services
Nebraska
$3.49M -$946K -23,995 -21%
CFG
839
Citizens Financial Group
Rhode Island
$3.49M -$74.7K -1,894 -2%
GWMIA
840
Global Wealth Management Investment Advisory
Florida
$3.49M +$1.22M +30,813 +52%
CCG
841
Cypress Capital Group
Florida
$3.48M -$294K -7,459 -8%
AG
842
AIA Group
Hong Kong
$3.47M -$518K -13,136 -13%
HWAM
843
Hennion & Walsh Asset Management
New Jersey
$3.47M +$166K +4,211 +5%
PFA
844
Pathway Financial Advisers
Indiana
$3.46M +$505K +12,810 +17%
BST
845
Bath Savings Trust
Maine
$3.45M -$312K -7,900 -8%
IWM
846
IHT Wealth Management
Illinois
$3.45M +$335K +8,490 +11%
BG
847
Bahl & Gaynor
Ohio
$3.45M -$342K -8,669 -9%
PWM
848
Perigon Wealth Management
California
$3.44M -$423K -10,719 -11%
UAS
849
United Asset Strategies
New York
$3.44M +$1.64M +41,511 +88%
RCM
850
Radnor Capital Management
Pennsylvania
$3.43M +$196K +4,962 +6%

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.