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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
IF
1026
Intrua Financial
Texas
$2.33M +$158K +4,004 +7%
TAM
1027
Terrapin Asset Management
Florida
$2.33M
ERIC
1028
Eagle Rock Investment Company
Georgia
$2.32M +$29.9K +757 +1%
MWM
1029
Mascoma Wealth Management
New Hampshire
$2.31M -$12.6K -320 -0.5%
GWSG
1030
GPS Wealth Strategies Group
Colorado
$2.31M +$224K +5,669 +11%
FWM
1031
Finer Wealth Management
Massachusetts
$2.31M +$167K +4,246 +8%
SCM
1032
Schnieders Capital Management
California
$2.31M -$1.61M -40,896 -41%
NCM
1033
Narwhal Capital Management
Georgia
$2.31M -$261K -6,627 -10%
MFG
1034
Merit Financial Group
Georgia
$2.31M +$219K +5,543 +10%
LWANC
1035
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.3M +$130K +3,307 +6%
LWM
1036
Laidlaw Wealth Management
New York
$2.3M +$145K +3,682 +7%
PA
1037
PFG Advisors
Arizona
$2.29M +$33.2K +843 +1%
MWM
1038
Meridian Wealth Management
Kentucky
$2.28M -$187K -4,742 -7%
MCIA
1039
Mountain Capital Investment Advisors
Colorado
$2.27M +$451K +11,446 +25%
BIM
1040
Bridges Investment Management
Nebraska
$2.27M
HIP
1041
Harrell Investment Partners
Texas
$2.26M +$219K +5,551 +11%
UBV
1042
United Bank (Virginia)
Virginia
$2.26M -$11.4K -290 -0.5%
NIM
1043
Nexus Investment Management
Ontario, Canada
$2.26M +$106K +2,700 +5%
LIM
1044
Leavell Investment Management
Alabama
$2.26M -$246K -6,240 -10%
EB
1045
Eastern Bank
Massachusetts
$2.26M +$105K +2,660 +5%
MSA
1046
Marino Stram & Associates
Massachusetts
$2.25M +$304K +7,705 +15%
RWA
1047
Roberts Wealth Advisors
California
$2.25M +$109K +2,766 +5%
CCT
1048
Capital City Trust
Florida
$2.24M -$19.2K -486 -0.8%
EFS
1049
Essex Financial Services
Connecticut
$2.24M +$31.4K +797 +1%
CA
1050
Commerzbank Aktiengesellschaft
Germany
$2.24M +$165K +4,181 +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.