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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
MGWM
1051
Marks Group Wealth Management
Minnesota
$2.23M +$1.15M +29,187 +104%
MBT
1052
Montecito Bank & Trust
California
$2.23M -$8.83K -224 -0.4%
CTFG
1053
Capstone Triton Financial Group
Oklahoma
$2.23M +$65.9K +1,670 +3%
SWM
1054
Silverlake Wealth Management
Vermont
$2.22M +$437K +11,070 +24%
RCM
1055
RNC Capital Management
California
$2.21M +$54.2K +1,375 +2%
LS
1056
Leelyn Smith
Illinois
$2.21M -$1.8M -45,710 -45%
HI
1057
Hudock Inc
Pennsylvania
$2.2M +$2.09K +53 +0.1%
CI Investments Inc
1058
CI Investments Inc
Ontario, Canada
$2.2M +$1.61M +40,917 +262%
PS
1059
Pensionfund Sabic
Netherlands
$2.2M
WG
1060
Winton Group
United Kingdom
$2.19M +$2.22M +56,383 New
ADL
1061
Asset Dedication LLC
California
$2.19M +$172K +4,360 +8%
QPWM
1062
Quadrant Private Wealth Management
Pennsylvania
$2.19M +$17.1K +434 +0.8%
SSWM
1063
Smith Salley Wealth Management
North Carolina
$2.18M +$522K +13,239 +31%
CIAS
1064
Capital Investment Advisory Services
North Carolina
$2.18M +$157K +3,991 +8%
IB
1065
Intrust Bank
Kansas
$2.18M +$395K +10,013 +22%
CFCI
1066
Comprehensive Financial Consultants Institutional
Indiana
$2.17M +$228K +5,787 +12%
UA
1067
Unison Advisors
District of Columbia
$2.17M +$41K +1,040 +2%
AF
1068
Advisornet Financial
Minnesota
$2.17M +$61.5K +1,559 +3%
TTWM
1069
TCV Trust & Wealth Management
Virginia
$2.16M -$47.9K -1,214 -2%
BOH
1070
Bank of Hawaii
Hawaii
$2.16M +$650K +16,489 +42%
PCS
1071
Personal CFO Solutions
New Jersey
$2.16M -$344K -8,734 -14%
NW
1072
NewEdge Wealth
Pennsylvania
$2.16M +$371K +9,414 +20%
MAS
1073
Meeder Advisory Services
Ohio
$2.15M +$410K +10,394 +23%
PFS
1074
Physicians Financial Services
North Carolina
$2.14M -$50.5K -1,280 -2%
OAM
1075
Occidental Asset Management
California
$2.14M +$65K +1,649 +3%

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.