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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
WDC
1201
Woodward Diversified Capital
California
$1.71M -$2.33K -59 -0.1%
SC
1202
Stolper & Co
Oklahoma
$1.7M +$71K +1,801 +4%
LHC
1203
Little House Capital
Massachusetts
$1.7M +$419K +10,631 +32%
FSA
1204
Financial Sense Advisors
California
$1.7M -$95.4K -2,420 -5%
GBT
1205
Grove Bank & Trust
Florida
$1.7M +$72K +1,827 +4%
MCM
1206
Marathon Capital Management
Maryland
$1.7M -$6.63K -168 -0.4%
TWP
1207
Tempus Wealth Planning
California
$1.7M +$60.9K +1,544 +4%
AAIM
1208
Asset Advisors Investment Management
Georgia
$1.7M +$98.7K +2,503 +6%
SA
1209
Strategic Advisors
New York
$1.69M -$49.4K -1,253 -3%
M
1210
Mirova
France
$1.69M +$1.34M +34,085 +366%
CC
1211
Cypress Capital
Tennessee
$1.69M +$184K +4,661 +12%
CSB
1212
City State Bank
Iowa
$1.68M -$62.3K -1,581 -4%
CIA
1213
Cladis Investment Advisory
Montana
$1.67M +$225K +5,702 +15%
MIM
1214
Moseley Investment Management
Florida
$1.67M +$113K +2,875 +7%
CAAS
1215
Capital Asset Advisory Services
Michigan
$1.67M +$234K +5,935 +16%
SAG
1216
SageView Advisory Group
California
$1.67M +$913K +23,153 +117%
PPWP
1217
Proquility Private Wealth Partners
Nevada
$1.67M +$797K +20,210 +89%
PCA
1218
Peddock Capital Advisors
Massachusetts
$1.67M +$62K +1,572 +4%
FA
1219
Financial Avengers
California
$1.66M -$1.57M -39,861 -48%
CC
1220
Centiva Capital
New York
$1.66M +$1.65M +41,955 +5,277%
LFM
1221
LGT Fund Management
Liechtenstein
$1.66M +$1.36M +34,500 +426%
SC
1222
Savant Capital
Illinois
$1.65M +$200K +5,072 +14%
SCM
1223
Sterneck Capital Management
Missouri
$1.64M +$17.1K +434 +1%
TIA
1224
Traphagen Investment Advisors
New Jersey
$1.64M -$32.7K -829 -2%
BFM
1225
Boothbay Fund Management
New York
$1.64M +$456K +11,553 +38%

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.