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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
EWS
1276
Evergreen Wealth Solutions
Pennsylvania
$1.49M +$98.8K +2,505 +7%
CC
1277
Courier Capital
New York
$1.49M -$59.9K -1,519 -4%
CC
1278
Chicago Capital
Illinois
$1.48M -$140K -3,538 -8%
TPA
1279
Trivium Point Advisory
Connecticut
$1.48M +$32.5K +825 +2%
BONH
1280
Bank of New Hampshire
New Hampshire
$1.48M -$50.7K -1,286 -3%
CA
1281
Callahan Advisors
Texas
$1.48M -$35.7K -904 -2%
AFP
1282
Ausdal Financial Partners
Iowa
$1.48M +$5.84K +148 +0.4%
IW
1283
Imprint Wealth
South Carolina
$1.47M +$1.49M +37,907 New
TA
1284
Townsend & Associates
Colorado
$1.46M -$7.18K -182 -0.5%
RAM
1285
Rempart Asset Management
Canada
$1.46M +$160K +4,055 +12%
WAM
1286
Werlinich Asset Management
Connecticut
$1.46M -$5.13K -130 -0.3%
MIM
1287
Miller Investment Management
Pennsylvania
$1.46M
SFI
1288
SPC Financial Inc
Maryland
$1.45M +$334K +8,459 +29%
CHA
1289
Carmichael Hill & Associates
Maryland
$1.45M +$104K +2,639 +8%
SWM
1290
Sculati Wealth Management
Michigan
$1.45M +$5.76K +146 +0.4%
FC
1291
Fulcrum Capital
Washington
$1.45M -$334K -8,475 -19%
BFO
1292
Biltmore Family Office
North Carolina
$1.44M +$41.8K +1,059 +3%
CG
1293
Cutler Group
California
$1.43M +$1.45M +36,680 +18,249%
OFG
1294
OmniStar Financial Group
North Carolina
$1.43M +$156K +3,964 +12%
FCA
1295
FinTrust Capital Advisors
South Carolina
$1.43M
CIG
1296
Cairn Investment Group
Washington
$1.42M +$269K +6,820 +23%
KNW
1297
Kesler Norman & Wride
Utah
$1.42M +$56.1K +1,422 +4%
LPIC
1298
LeJeune Puetz Investment Counsel
Michigan
$1.42M +$97.9K +2,482 +7%
CWP
1299
Cyndeo Wealth Partners
Florida
$1.42M +$336K +8,512 +31%
SB
1300
Strategic Blueprint
Georgia
$1.42M -$63.8K -1,619 -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.