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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
MMA
926
Miracle Mile Advisors
California
$2.88M +$91.5K +2,321 +3%
CWM
927
C2C Wealth Management
Arizona
$2.87M +$683K +17,326 +31%
AWA
928
Arkadios Wealth Advisors
Georgia
$2.86M -$24K -608 -0.8%
BHPW
929
Beverly Hills Private Wealth
California
$2.85M +$628K +15,929 +28%
SCM
930
Spreng Capital Management
Ohio
$2.85M -$340K -8,617 -11%
HR
931
Howe & Rusling
New York
$2.85M +$851K +21,572 +42%
BFS
932
Bradley Foster & Sargent
Connecticut
$2.85M -$107K -2,723 -4%
CP
933
CenterBook Partners
Connecticut
$2.84M +$2.88M +73,142 New
GIA
934
Gladstone Institutional Advisory
Florida
$2.84M +$82.4K +2,089 +3%
WDA
935
Wendell David Associates
New Hampshire
$2.83M +$250K +6,350 +10%
MPI
936
Mairs & Power Inc
Minnesota
$2.83M +$36K +914 +1%
CWS
937
Confluence Wealth Services
Pennsylvania
$2.82M +$125K +3,170 +5%
HI
938
Horizon Investments
North Carolina
$2.81M -$912K -23,114 -24%
RDWM
939
Red Door Wealth Management
Tennessee
$2.81M +$132K +3,337 +5%
HPIA
940
Hamilton Point Investment Advisors
North Carolina
$2.8M +$58.5K +1,484 +2%
CW
941
CreativeOne Wealth
Kansas
$2.8M +$644K +16,318 +29%
GCA
942
Greenwood Capital Associates
South Carolina
$2.8M +$308K +7,802 +12%
TGAM
943
TBH Global Asset Management
Tennessee
$2.78M +$473K +12,002 +20%
CAM
944
Centre Asset Management
New York
$2.77M -$119K -3,016 -4%
CAM
945
Cubic Asset Management
Massachusetts
$2.77M -$15.3K -388 -0.5%
HSA
946
HBK Sorce Advisory
Pennsylvania
$2.75M -$2.73M -69,104 -49%
MYLI
947
Meiji Yasuda Life Insurance
Japan
$2.74M -$152K -3,864 -5%
JFGIW
948
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.74M +$1.32M +33,368 +90%
SWA
949
Stratos Wealth Advisors
Ohio
$2.72M -$115K -2,904 -4%
SAM
950
Soviero Asset Management
New York
$2.72M +$2.76M +70,000 New

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.