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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
EWM
1251
EPG Wealth Management
Georgia
$1.59M +$633K +16,045 +65%
WPC
1252
White Pine Capital
Minnesota
$1.58M -$59K -1,496 -4%
CT
1253
Columbia Trust
Oregon
$1.57M +$171K +4,348 +12%
FANJ
1254
Financial Architects (New Jersey)
New Jersey
$1.57M -$1.03M -26,205 -39%
CA
1255
Continuum Advisory
Idaho
$1.57M +$180K +4,576 +12%
CTA
1256
Chesley Taft & Associates
Illinois
$1.57M +$315 +8 +0%
LCM
1257
Lewis Capital Management
California
$1.57M +$24.5K +620 +2%
PWMG
1258
Pinnacle Wealth Management Group
Michigan
$1.56M -$31.4K -797 -2%
AIM
1259
AHL Investment Management
Florida
$1.56M +$172K +4,370 +12%
WP
1260
WealthSource Partners
California
$1.55M -$171K -4,331 -10%
BCM
1261
BTC Capital Management
Iowa
$1.54M -$30.5K -774 -2%
IBOK
1262
Independence Bank of Kentucky
Kentucky
$1.54M +$28.9K +732 +2%
APWA
1263
Atlas Private Wealth Advisors
New Jersey
$1.54M +$43.7K +1,108 +3%
LIM
1264
Loudon Investment Management
New Hampshire
$1.53M +$610K +15,474 +65%
MW
1265
Marcum Wealth
Ohio
$1.52M +$365K +9,260 +31%
AT
1266
Arden Trust
Delaware
$1.52M +$248K +6,280 +19%
LC
1267
Lindbrook Capital
California
$1.52M +$126K +3,204 +9%
HFBOT
1268
Home Federal Bank of Tennessee
Tennessee
$1.52M -$31.5K -800 -2%
HI
1269
Harrington Investments
California
$1.52M +$10.7K +271 +0.7%
FFN
1270
Focus Financial Network
Minnesota
$1.51M +$455K +11,532 +42%
BCA
1271
Bay Colony Advisors
Massachusetts
$1.51M -$293K -7,435 -16%
AWM
1272
Avior Wealth Management
Nebraska
$1.51M +$99.1K +2,513 +7%
PCC
1273
Park Circle Company
Maryland
$1.5M
MCC
1274
Malaga Cove Capital
California
$1.5M -$2.05K -52 -0.1%
WWMSC
1275
Wagner Wealth Management (South Carolina)
South Carolina
$1.49M +$588K +14,902 +64%

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.