We are live on ! Find out more

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
NB
851
NBT Bank
New York
$3.4M +$34.2K +867 +1%
FBT
852
First Bank & Trust
South Dakota
$3.38M +$599K +15,185 +21%
KCPG
853
Kavar Capital Partners Group
Kansas
$3.37M -$69K -1,750 -2%
RA
854
RFG Advisory
Alabama
$3.37M -$204K -5,161 -6%
ZIG
855
Zullo Investment Group
Pennsylvania
$3.36M +$21.6K +547 +0.6%
EPFB
856
Employees Provident Fund Board
Malaysia
$3.34M
GP
857
Greenline Partners
New York
$3.33M -$189K -4,782 -5%
JWBC
858
J.W. Burns & Co
New York
$3.33M -$3.47K -88 -0.1%
BO
859
Bank OZK
Arkansas
$3.32M -$174K -4,421 -5%
UFG
860
United Fire Group
Iowa
$3.31M -$89.2K -2,262 -3%
HF
861
HRT Financial
New York
$3.3M +$3.35M +84,830 New
LNWWM
862
Laird Norton Wetherby Wealth Management
California
$3.29M +$79.9K +2,025 +2%
SWM
863
Spire Wealth Management
Virginia
$3.28M +$1.65M +41,743 +98%
KWA
864
KCS Wealth Advisory
California
$3.28M +$61.4K +1,556 +2%
BB
865
Busey Bank
Illinois
$3.24M -$199K -5,058 -6%
ACM
866
Altrius Capital Management
North Carolina
$3.24M +$142K +3,612 +5%
JWM
867
Jeppson Wealth Management
California
$3.23M +$339K +8,590 +12%
BCCM
868
Bridge Creek Capital Management
Massachusetts
$3.23M +$79K +2,003 +2%
RIA
869
Realta Investment Advisors
Delaware
$3.21M -$119K -3,022 -4%
OPTFSNA
870
Old Point Trust & Financial Services N A
Virginia
$3.21M +$239K +6,054 +8%
GRP
871
Global Retirement Partners
California
$3.21M +$647K +16,396 +24%
FPFS
872
First Personal Financial Services
North Carolina
$3.21M +$116K +2,949 +4%
CAC
873
Core Alternative Capital
Georgia
$3.19M +$1.77M +44,858 +121%
VDBMI
874
Van Den Berg Management I
Texas
$3.19M +$132K +3,351 +4%
BEAM
875
Baker Ellis Asset Management
Washington
$3.18M +$32.6K +827 +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.