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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
GC
951
Gould Capital
Washington
$2.71M +$393K +9,970 +17%
TCOT
952
Trust Company of Toledo
Ohio
$2.7M +$315K +7,996 +13%
BFM
953
Boston Financial Management
Massachusetts
$2.69M -$38.9K -987 -1%
SFM
954
Signet Financial Management
New Jersey
$2.69M +$227K +5,757 +9%
SCM
955
Spring Capital Management
Texas
$2.69M -$1.34K -34 -0%
FMWA
956
Forvis Mazars Wealth Advisors
Missouri
$2.66M +$519K +13,155 +24%
CIC
957
Canal Insurance Company
South Carolina
$2.65M
SBIA
958
Sheaff Brock Investment Advisors
Indiana
$2.64M +$2.6K +66 +0.1%
AP
959
Appleton Partners
Massachusetts
$2.63M +$18.1K +458 +0.7%
TC
960
Trilogy Capital
California
$2.62M +$485K +12,300 +22%
Jones Financial Companies
961
Jones Financial Companies
Missouri
$2.62M +$36.9K +935 +1%
CIP
962
Convergence Investment Partners
Florida
$2.61M +$34.2K +867 +1%
SFG
963
SevenBridge Financial Group
Pennsylvania
$2.61M +$39.4K +998 +2%
BB
964
Berkshire Bank
Massachusetts
$2.61M -$40.4K -1,025 -2%
KCFA
965
Key Client Fiduciary Advisors
New Jersey
$2.61M +$581K +14,745 +28%
SWS
966
SYSTM Wealth Solutions
Illinois
$2.6M +$145K +3,685 +6%
PR
967
Payden & Rygel
California
$2.59M -$288K -7,300 -10%
WAM
968
Weiss Asset Management
Massachusetts
$2.59M +$2.63M +66,700 New
BFIM
969
Beese Fulmer Investment Management
Ohio
$2.58M -$200K -5,068 -7%
AMIM
970
Aull & Monroe Investment Management
Alabama
$2.58M -$43.5K -1,104 -2%
4WM
971
44 Wealth Management
Oregon
$2.58M +$180K +4,572 +7%
SIC
972
Salem Investment Counselors
North Carolina
$2.58M +$349K +8,838 +15%
BC
973
Burney Company
Virginia
$2.57M +$43.4K +1,101 +2%
AWC
974
Abundance Wealth Counselors
Pennsylvania
$2.56M +$393K +9,963 +18%
HA
975
Herold Advisors
New York
$2.55M +$130K +3,307 +5%

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.