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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
NDSI
1226
Newman Dignan & Sheerar Inc
Rhode Island
$1.64M -$12.7K -321 -0.8%
ET
1227
Equitable Trust
Tennessee
$1.64M -$368K -9,327 -18%
JIC
1228
Joel Isaacson & Co
New York
$1.64M -$113K -2,867 -6%
CWM
1229
Chesapeake Wealth Management
Virginia
$1.64M +$8.28K +210 +0.5%
EP
1230
Eudaimonia Partners
Tennessee
$1.64M +$23.8K +604 +1%
SAMC
1231
Spectrum Asset Management (California)
California
$1.64M +$334K +8,457 +25%
LTAS
1232
Linden Thomas Advisory Services
North Carolina
$1.64M +$459K +11,634 +38%
FUBT
1233
First United Bank & Trust
Maryland
$1.63M +$22.8K +578 +1%
MPPW
1234
Mitchell & Pahl Private Wealth
Oklahoma
$1.63M +$94.5K +2,395 +6%
SIA
1235
Strategic Investment Advisors
Michigan
$1.63M +$143K +3,632 +10%
RWMG
1236
Redwood Wealth Management Group
New Jersey
$1.62M +$39.4K +998 +2%
RMDI
1237
R.M. Davis Inc
Maine
$1.62M -$56.3K -1,428 -3%
HAS
1238
HBW Advisory Services
California
$1.62M +$426K +10,793 +35%
IGWM
1239
ICA Group Wealth Management
Colorado
$1.62M +$139K +3,527 +9%
WSC
1240
Wellington Shields & Co
New York
$1.62M +$23.5K +596 +1%
WMA
1241
West Michigan Advisors
Michigan
$1.62M +$194K +4,914 +13%
DGAM
1242
Desjardins Global Asset Management
Quebec, Canada
$1.61M +$675K +17,112 +70%
LG
1243
LaFleur & Godfrey
Michigan
$1.61M -$136K -3,443 -8%
HCM
1244
Hengehold Capital Management
Ohio
$1.61M +$165K +4,176 +11%
MSFS
1245
Main Street Financial Solutions
Pennsylvania
$1.6M -$28.6K -726 -2%
FWM
1246
Focused Wealth Management
New York
$1.6M +$122K +3,091 +8%
FFWA
1247
FRG Family Wealth Advisors
Washington
$1.6M -$77.3K -1,960 -5%
RFG
1248
Range Financial Group
Oregon
$1.59M +$166K +4,215 +11%
KFA
1249
Kelleher Financial Advisors
New York
$1.59M +$47.2K +1,198 +3%
GWM
1250
Greenwich Wealth Management
Connecticut
$1.59M +$108K +2,728 +7%

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.