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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
SMC
976
Smith, Moore & Co
Missouri
$2.55M +$251K +6,358 +11%
PI
977
PFG Investments
New York
$2.54M +$2.58M +65,377 New
NSIM
978
North Star Investment Management
Illinois
$2.54M -$187K -4,731 -7%
TBC
979
Tweedy, Browne Co
Connecticut
$2.54M
SC
980
Sawyer & Company
Massachusetts
$2.53M -$22.5K -570 -0.9%
PAMG
981
Patton Albertson Miller Group
Tennessee
$2.53M +$834K +21,152 +48%
NSEDCP
982
NJ State Employees Deferred Compensation Plan
New Jersey
$2.53M
OHWP
983
Oak Harbor Wealth Partners
North Carolina
$2.53M +$596K +15,125 +30%
SP
984
Symmetry Partners
Connecticut
$2.53M
WCM
985
Windward Capital Management
California
$2.52M +$1.42K +36 +0.1%
NFG
986
Nations Financial Group
Iowa
$2.52M -$15.7K -399 -0.6%
MSAM
987
Moloney Securities Asset Management
Missouri
$2.51M +$415K +10,531 +19%
DWT
988
Dorsey & Whitney Trust
South Dakota
$2.51M +$184K +4,673 +8%
BKA
989
Brick & Kyle Associates
Pennsylvania
$2.5M +$6.94K +176 +0.3%
LOAMU
990
Lombard Odier Asset Management (USA)
New York
$2.5M +$2.53M +64,200 New
WIS
991
Wright Investors Service
Connecticut
$2.49M +$9.66K +245 +0.4%
GIA
992
Guyasuta Investment Advisors
Pennsylvania
$2.48M -$393K -9,955 -14%
CT
993
Colonial Trust
South Carolina
$2.48M +$13.2K +335 +0.5%
AG
994
Advocate Group
Minnesota
$2.48M +$2.51M +63,717 New
PK
995
Pflug Koory
Nebraska
$2.48M -$15.1K -382 -0.6%
SIA
996
Soltis Investment Advisors
Utah
$2.47M +$1.92M +48,731 +328%
KA
997
Kovack Advisors
Florida
$2.46M -$70.2K -1,780 -3%
FC
998
Forte Capital
New York
$2.46M +$643K +16,295 +35%
WB
999
Webster Bank
Connecticut
$2.45M -$43.1K -1,094 -2%
HAM
1000
Hedges Asset Management
Nevada
$2.45M +$280K +7,100 +13%

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.