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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
MIC
1126
Means Investment Company
Maine
$1.97M +$130K +3,285 +7%
AIA
1127
Armor Investment Advisors
North Carolina
$1.97M -$14K -354 -0.7%
HDIM
1128
Hanson & Doremus Investment Management
Vermont
$1.96M -$364K -9,226 -15%
FHB
1129
First Hawaiian Bank
Hawaii
$1.96M +$21.1K +534 +1%
AWCI
1130
Alpine Woods Capital Investors
New York
$1.96M -$5.05K -128 -0.3%
BOSSRA
1131
B.O.S.S. Retirement Advisors
Utah
$1.95M +$216K +5,470 +12%
ECA
1132
Elevated Capital Advisors
Utah
$1.94M +$68.9K +1,748 +4%
IGGA
1133
Iron Gate Global Advisors
Utah
$1.93M +$362K +9,189 +23%
BCP
1134
Berkeley Capital Partners
Georgia
$1.93M +$209K +5,291 +12%
CI
1135
Conning Inc
Connecticut
$1.93M -$19K -483 -1%
GP
1136
Girard Partners
Pennsylvania
$1.92M -$281K -7,133 -13%
CIM
1137
CCLA Investment Management
United Kingdom
$1.92M
MFG
1138
MidWestOne Financial Group
Iowa
$1.92M +$624K +15,831 +47%
RIM
1139
Redwood Investment Management
Arizona
$1.92M +$108K +2,729 +6%
NCM
1140
Neumann Capital Management
California
$1.92M +$78.9K +2,000 +4%
FCM
1141
Fourpath Capital Management
Oklahoma
$1.91M -$7.1K -180 -0.4%
MP
1142
McDonald Partners
Ohio
$1.91M +$41.7K +1,058 +2%
BBHC
1143
Brown Brothers Harriman & Co
New York
$1.91M +$330K +8,357 +21%
CICI
1144
Capital Investment Counsel Inc
North Carolina
$1.9M -$592 -15 -0%
CPIA
1145
Cornell Pochily Investment Advisors
New York
$1.9M +$90.8K +2,303 +5%
DEM
1146
Disciplined Equity Management
Florida
$1.9M +$1.77M +44,965 +1,133%
CQS
1147
Credential Qtrade Securities
$1.89M +$517K +13,117 +37%
DWM
1148
Dorchester Wealth Management
Quebec, Canada
$1.89M -$58.5K -1,484 -3%
VNIM
1149
Vaughan Nelson Investment Management
Texas
$1.88M -$365K -9,255 -16%
GAM
1150
Grandview Asset Management
Pennsylvania
$1.88M -$73.4K -1,862 -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.