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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
PA
1326
Profund Advisors
Maryland
$1.34M -$1.14M -28,893 -46%
CIC
1327
Cincinnati Indemnity Company
Ohio
$1.33M
RCAG
1328
Rehmann Capital Advisory Group
Michigan
$1.33M +$151K +3,829 +13%
CSS
1329
Cubist Systematic Strategies
Connecticut
$1.33M -$17.7M -449,966 -93%
AIC
1330
Argus Investors Counsel
New York
$1.33M +$11.8K +300 +0.9%
LFA
1331
Legacy Financial Advisors
Kentucky
$1.33M +$2.88K +73 +0.2%
UWM
1332
Udine Wealth Management
Florida
$1.33M -$27.1K -686 -2%
PWA
1333
Providence Wealth Advisors
Illinois
$1.32M -$1.5K -38 -0.1%
TG
1334
TCW Group
California
$1.32M -$118K -3,000 -8%
JIP
1335
Jaffetilchin Investment Partners
Florida
$1.32M +$11.7K +297 +0.9%
GCM
1336
Gables Capital Management
Florida
$1.32M -$3.94K -100 -0.3%
NSB
1337
Norway Savings Bank
Maine
$1.31M -$81.7K -2,072 -6%
LA
1338
Lynch & Associates
Indiana
$1.31M -$19.8K -501 -1%
SCP
1339
Syntal Capital Partners
Texas
$1.31M +$5.05K +128 +0.4%
HCP
1340
Hexagon Capital Partners
Arkansas
$1.31M +$107K +2,725 +9%
PCG
1341
Prosperity Consulting Group
Maryland
$1.31M +$47.1K +1,195 +4%
CCM
1342
Cox Capital Management
Massachusetts
$1.3M +$462K +11,709 +54%
EHWM
1343
Eads & Heald Wealth Management
Georgia
$1.3M +$125K +3,175 +10%
CRI
1344
Colonial River Investments
Virginia
$1.3M +$38.1K +966 +3%
WFA
1345
WMG Financial Advisors
Tennessee
$1.3M -$107K -2,717 -8%
RWP
1346
Ridgecrest Wealth Partners
California
$1.3M +$147K +3,716 +12%
LSAG
1347
Lake Street Advisors Group
New Hampshire
$1.29M +$189K +4,804 +17%
FSA
1348
Franklin Street Advisors
North Carolina
$1.29M -$198K -5,022 -13%
IP
1349
Ignite Planners
California
$1.29M +$42.2K +1,069 +3%
DCM
1350
Delta Capital Management
New Jersey
$1.29M

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.