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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
NI
901
Nepsis Inc
Minnesota
$3.05M +$2.87M +72,715 +1,268%
CBB
902
Citizens Business Bank
California
$3.05M -$130K -3,293 -4%
CCM
903
Cutler Capital Management
Massachusetts
$3.04M +$212K +5,387 +7%
Walleye Capital
904
Walleye Capital
New York
$3.04M +$3.08M +78,179 New
MFGM
905
Marshall Financial Group (Maryland)
Maryland
$3.04M +$752K +19,058 +32%
IPW
906
IronBridge Private Wealth
Texas
$3.03M +$3.07M +77,941 New
CWM
907
Concentric Wealth Management
California
$3.02M +$58.8K +1,492 +2%
WJWM
908
Williams Jones Wealth Management
New York
$3.02M -$708K -17,965 -19%
1SB
909
1ST Source Bank
Indiana
$3.01M -$258K -6,550 -8%
CTI
910
Community Trust & Investment
Kentucky
$3.01M +$532K +13,499 +21%
S
911
SignatureFD
Georgia
$3M +$533K +13,509 +21%
Group One Trading
912
Group One Trading
Illinois
$3M +$231K +5,868 +8%
HT
913
HAP Trading
New York
$2.98M -$4.44M -112,615 -60%
SAM
914
Synergy Asset Management
Washington
$2.97M +$137K +3,472 +5%
BSB
915
Bangor Savings Bank
Maine
$2.95M -$59.8K -1,517 -2%
FBT
916
First Bankers Trust
Kentucky
$2.94M +$341K +8,648 +13%
IAIM
917
International Assets Investment Management
Florida
$2.94M -$7.81M -197,968 -72%
PWMAG
918
Pinnacle Wealth Management Advisory Group
New Jersey
$2.92M -$33.2K -842 -1%
ACG
919
Allen Capital Group
Nebraska
$2.92M +$2.96M +75,081 New
ACM
920
Advent Capital Management
New York
$2.92M
PTC
921
Private Trust Company
Ohio
$2.91M +$138K +3,495 +5%
ERWM
922
Elk River Wealth Management
Colorado
$2.9M +$275K +6,964 +10%
HIC
923
Holderness Investments Company
North Carolina
$2.89M +$46.3K +1,175 +2%
EFS
924
Econ Financial Services
Pennsylvania
$2.89M -$421K -10,684 -13%
FNFDCM
925
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.89M -$118K -3,003 -4%

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.