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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
TAM
1151
Trust Asset Management
Texas
$1.88M +$35K +887 +2%
WAAG
1152
Wealth Alliance Advisory Group
Kansas
$1.87M +$312K +7,912 +20%
CCB
1153
Country Club Bank
Missouri
$1.87M +$317K +8,037 +20%
CW
1154
Connectus Wealth
Ohio
$1.86M +$438K +11,109 +30%
HPM
1155
Hudson Portfolio Management
New York
$1.86M -$2.96K -75 -0.2%
CIS
1156
Connors Investor Services
Pennsylvania
$1.86M +$19.1K +485 +1%
EP
1157
Edgestream Partners
New Jersey
$1.85M +$1.88M +47,675 New
SC
1158
Schulhoff & Co
Ohio
$1.85M +$21.3K +540 +1%
BE
1159
Bonness Enterprises
District of Columbia
$1.85M
IPW
1160
Inlet Private Wealth
Florida
$1.85M -$221K -5,607 -11%
OWA
1161
Octavia Wealth Advisors
Ohio
$1.85M +$110K +2,787 +6%
CIA
1162
Cohen Investment Advisors
New Hampshire
$1.84M +$67.7K +1,716 +4%
CFD
1163
Creative Financial Designs
Indiana
$1.84M +$1.09M +27,555 +139%
MCCP
1164
Mission Creek Capital Partners
California
$1.84M +$285K +7,233 +18%
CAG
1165
Csenge Advisory Group
Florida
$1.84M +$209K +5,290 +13%
CA
1166
Clearstead Advisors
Ohio
$1.84M -$104K -2,636 -5%
EFMC
1167
Empire Financial Management Company
New York
$1.84M +$1.86M +47,186 New
CS
1168
Comerica Securities
Michigan
$1.82M +$361K +9,166 +24%
AC
1169
Aldebaran Capital
Indiana
$1.82M -$1.77K -45 -0.1%
CANC
1170
Culbertson A N & Co
Virginia
$1.82M +$88.7K +2,248 +5%
LSA
1171
Leonteq Securities AG
Switzerland
$1.81M +$1.84M +46,567 New
CT
1172
Cambridge Trust
Massachusetts
$1.81M -$564K -14,297 -24%
CAL
1173
Capital Analysts LLC
Pennsylvania
$1.81M +$242K +6,132 +15%
PA
1174
Procyon Advisors
Connecticut
$1.81M -$1.54K -39 -0.1%
AFM
1175
Andesa Financial Management
Pennsylvania
$1.81M +$2.12M +53,760 +120%

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.