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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
FA
1001
FDx Advisors
Illinois
$2.44M
CVM
1002
Cheviot Value Management
California
$2.44M +$55.9K +1,417 +2%
BA
1003
Baugh & Associates
Georgia
$2.44M -$52.1K -1,321 -2%
FPGT
1004
Financial Partners Group (Tennessee)
Tennessee
$2.42M +$86.6K +2,195 +4%
PCA
1005
Providence Capital Advisors
North Carolina
$2.42M +$94.5K +2,396 +4%
AC
1006
Arjuna Capital
North Carolina
$2.41M +$1.45M +36,697 +146%
PVI
1007
Pine Valley Investments
New Jersey
$2.41M +$2.77M +70,233 New
BAM
1008
Berkshire Asset Management
Pennsylvania
$2.4M +$50.7K +1,286 +2%
SSWG
1009
Seven Springs Wealth Group
Tennessee
$2.4M +$107K +2,704 +5%
OAM
1010
Oak Asset Management
California
$2.39M +$87K +2,206 +4%
AA
1011
AlphaMark Advisors
Kentucky
$2.39M +$8.01K +203 +0.3%
GWM
1012
Graybill Wealth Management
Illinois
$2.38M -$2.01K -51 -0.1%
LB
1013
Leo Brokerage
Texas
$2.38M +$2.42M +61,251 New
RMAM
1014
Raab & Moskowitz Asset Management
New Jersey
$2.38M -$96.3K -2,441 -4%
Capstone Investment Advisors
1015
Capstone Investment Advisors
New York
$2.38M -$4.71M -119,306 -66%
HCA
1016
Horan Capital Advisors
Ohio
$2.37M +$5.05K +128 +0.2%
1832 Asset Management
1017
1832 Asset Management
Ontario, Canada
$2.36M +$80.5K +2,040 +3%
NCM
1018
Nelson Capital Management
California
$2.36M -$1.37M -34,779 -36%
KMWM
1019
Keudell/Morrison Wealth Management
Oregon
$2.36M +$96.6K +2,450 +4%
FWP
1020
FAS Wealth Partners
Kansas
$2.36M +$89.2K +2,263 +4%
IEFM
1021
IQ EQ Fund Management
Ireland
$2.36M
NIMI
1022
Natixis Investment Managers International
France
$2.35M -$155K -3,924 -6%
BHC
1023
Bowen Hanes & Co
Florida
$2.35M -$1.15M -29,125 -33%
AWA
1024
Arete Wealth Advisors
Illinois
$2.35M +$12.1K +306 +0.5%
BWA
1025
BDO Wealth Advisors
Florida
$2.34M -$202K -5,111 -8%

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.