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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
MWM
1076
Maltin Wealth Management
New Jersey
$2.14M +$1.12M +28,339 +106%
LDB
1077
Lee, Danner & Bass
Tennessee
$2.14M +$19.4K +492 +0.9%
SS
1078
Sunbelt Securities
Texas
$2.14M -$152K -3,866 -7%
3IP
1079
3Chopt Investment Partners
Virginia
$2.14M -$243K -6,150 -10%
BEI
1080
Benjamin Edwards Inc
Missouri
$2.13M +$195K +4,950 +10%
SHFA
1081
SS&H Financial Advisors
Michigan
$2.13M -$631 -16 -0%
MIC
1082
Meridian Investment Counsel
California
$2.12M +$188K +4,777 +10%
NAM
1083
NTV Asset Management
West Virginia
$2.12M -$82.7K -2,096 -4%
GLA
1084
Good Life Advisors
Pennsylvania
$2.11M +$94.8K +2,404 +5%
CG
1085
Caprock Group
Idaho
$2.11M +$469K +11,881 +28%
SIMM
1086
Stillwater Investment Management (Minnesota)
Minnesota
$2.1M +$32.8K +831 +2%
SFO
1087
Stokes Family Office
Louisiana
$2.09M +$473K +11,995 +29%
AWAU
1088
Alliance Wealth Advisors (Utah)
Utah
$2.09M +$96.9K +2,456 +5%
SGCA
1089
Steel Grove Capital Advisors
Tennessee
$2.08M +$1.38M +35,020 +189%
WMA
1090
Wealth Management Associates
New Jersey
$2.08M -$20.3K -516 -1%
CT
1091
Chicago Trust
Illinois
$2.08M +$80.6K +2,043 +4%
MA
1092
Montag & Associates
Georgia
$2.07M -$69.2K -1,755 -3%
WSCM
1093
Wellington Shields Capital Management
New York
$2.07M -$15.3K -389 -0.7%
GIP
1094
Granite Investment Partners
California
$2.07M -$8.87K -225 -0.4%
MBTD
1095
Mechanics Bank - Trust Department
California
$2.07M -$38.6K -980 -2%
WPP
1096
Whalerock Point Partners
Rhode Island
$2.06M +$18.7K +475 +0.9%
PAM
1097
Paradigm Asset Management
New York
$2.06M -$7.89K -200 -0.4%
MCA
1098
MSH Capital Advisors
Arizona
$2.06M +$251K +6,376 +14%
CT
1099
Coastline Trust
Rhode Island
$2.06M -$8.68K -220 -0.4%
CB
1100
CNB Bank
Pennsylvania
$2.06M +$84.7K +2,148 +4%

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.