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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
CFGS
876
Concourse Financial Group Securities
Alabama
$3.17M +$295K +7,471 +10%
FHA
877
Flagship Harbor Advisors
Massachusetts
$3.17M +$298K +7,551 +10%
DFG
878
Delta Financial Group
New Jersey
$3.16M +$197 +5 +0%
MGIA
879
Moneta Group Investment Advisors
Missouri
$3.15M +$344K +8,721 +12%
WAP
880
Wealthcare Advisory Partners
Pennsylvania
$3.15M +$153K +3,876 +5%
BFA
881
Bill Few Associates
Pennsylvania
$3.15M +$309K +7,834 +11%
TCA
882
Transcend Capital Advisors
New Jersey
$3.14M +$198K +5,027 +7%
SL
883
Summitry LLC
California
$3.14M +$229K +5,819 +8%
TMAM
884
Tokio Marine Asset Management
Japan
$3.14M +$424K +10,751 +15%
FNBTCON
885
First National Bank & Trust Co of Newtown
Pennsylvania
$3.12M -$75K -1,903 -2%
AA
886
Argent Advisors
Louisiana
$3.11M +$567K +14,380 +22%
SIP
887
Stoneridge Investment Partners
Pennsylvania
$3.11M -$138K -3,497 -4%
BCFS
888
Butensky & Cohen Financial Security
Florida
$3.11M +$506K +12,837 +19%
ATPW
889
Ashton Thomas Private Wealth
Arizona
$3.11M +$166K +4,220 +6%
CBTWT
890
Community Bank & Trust (Waco, Texas)
Texas
$3.1M +$371K +9,412 +13%
HCM
891
Hall Capital Management
Rhode Island
$3.09M -$41.1K -1,042 -1%
AP
892
Americana Partners
Texas
$3.08M +$32K +811 +1%
CL
893
Choreo LLC
Illinois
$3.08M +$1.7M +43,157 +120%
SAM
894
Strategy Asset Managers
California
$3.07M +$443K +11,244 +17%
PCM
895
Parsons Capital Management
Rhode Island
$3.07M -$58.8K -1,490 -2%
KA
896
Keene & Associates
Texas
$3.07M +$3.11M +78,925 New
EF
897
Exeter Financial
Arizona
$3.06M +$324K +8,215 +12%
FCB
898
First County Bank
Connecticut
$3.06M +$770K +19,532 +33%
WAOTB
899
Wealth Advisors of Tampa Bay
Florida
$3.06M +$232K +5,894 +8%
ZCM
900
Ziegler Capital Management
Illinois
$3.06M -$1.37M -34,653 -31%

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.