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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
LWP
1301
LMG Wealth Partners
Louisiana
$1.41M +$39.3K +996 +3%
SWA
1302
SOA Wealth Advisors
New York
$1.41M -$9.46K -240 -0.7%
HFM
1303
Hartford Financial Management
Connecticut
$1.41M -$13.8K -349 -1%
CCI
1304
Credit Capital Investments
New Jersey
$1.41M +$1.18M +30,000 +487%
WIM
1305
Waverton Investment Management
United Kingdom
$1.41M +$1.38K +35 +0.1%
SOAMC
1306
Spirit of America Management Corp
New York
$1.4M -$98.6K -2,500 -6%
PF
1307
Phoenix Financial
Israel
$1.4M
VA
1308
Valmark Advisers
Ohio
$1.4M -$8.87K -225 -0.6%
HC
1309
Hourglass Capital
Texas
$1.4M -$63.5K -1,610 -4%
GL
1310
Graypoint LLC
New York
$1.39M -$51.9K -1,316 -4%
CBNLCF
1311
Cognios Beta Neutral Large Cap Fund
Kansas
$1.39M +$9.07K +230 +0.6%
MF
1312
Manchester Financial
California
$1.39M +$473 +12 +0%
AWM
1313
Accurate Wealth Management
Florida
$1.39M +$333K +8,453 +31%
AMBIA
1314
Allen Mooney & Barnes Investment Advisors
Georgia
$1.38M -$88K -2,231 -6%
CCG
1315
Coastwise Capital Group
California
$1.38M +$209K +5,297 +18%
FHC
1316
First Heartland Consultants
Missouri
$1.38M +$640K +16,239 +85%
VCAM
1317
Van Cleef Asset Management
Ohio
$1.38M +$28.4K +720 +2%
WCBA
1318
Weaver C. Barksdale & Associates
Tennessee
$1.37M -$56.4K -1,429 -4%
WI
1319
WrapManager Inc
California
$1.37M +$324K +8,228 +30%
WWM
1320
Wolff Wiese Magana
California
$1.37M +$83.1K +2,106 +6%
FNA
1321
First National Advisers
Nebraska
$1.37M +$54.1K +1,371 +4%
BP
1322
Ballentine Partners
Massachusetts
$1.37M +$328K +8,321 +31%
OSNBOA
1323
Old Second National Bank of Aurora
Illinois
$1.37M -$95.5K -2,422 -6%
ACA
1324
Aptus Capital Advisors
Alabama
$1.36M +$354K +8,987 +34%
AAM
1325
Auxier Asset Management
Oregon
$1.34M -$9.27K -235 -0.7%

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.