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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
NP
1351
NorthRock Partners
Minnesota
$1.29M +$75.4K +1,912 +6%
LC
1352
Lavaca Capital
Texas
$1.29M -$771K -19,540 -39%
MS
1353
Madden Securities
Texas
$1.29M +$115K +2,924 +10%
NIM
1354
Northeast Investment Management
Massachusetts
$1.29M +$87.9K +2,230 +7%
JF
1355
Jump Financial
Illinois
$1.29M +$125K +3,178 +11%
PAM
1356
Pegasus Asset Management
New York
$1.29M +$13.9K +353 +1%
MFP
1357
Meridian Financial Partners
Virginia
$1.28M +$59.4K +1,507 +5%
AFG
1358
ABLE Financial Group
Arizona
$1.28M +$1.3M +32,945 New
CGL
1359
Clarius Group LLC
Washington
$1.28M +$362K +9,172 +39%
VCM
1360
Virtue Capital Management
Tennessee
$1.28M -$276 -7 -0%
LF
1361
Lantz Financial
Illinois
$1.28M -$1.3K -33 -0.1%
GEA
1362
Glen Eagle Advisors
New Jersey
$1.27M -$24.5K -620 -2%
UCB
1363
United Community Bank
South Carolina
$1.27M +$69K +1,750 +6%
VSQM
1364
V-Square Quantitative Management
Illinois
$1.27M +$1.29M +32,671 New
GAM
1365
Griffin Asset Management
New York
$1.27M +$25.6K +649 +2%
VBCG
1366
Valley Brook Capital Group
Pennsylvania
$1.26M +$48.2K +1,221 +4%
FWM
1367
Forza Wealth Management
Florida
$1.26M +$52.3K +1,325 +4%
KFI
1368
Key Financial Inc
Pennsylvania
$1.26M +$166K +4,206 +15%
OP
1369
ORG Partners
Indiana
$1.26M +$1.27M +32,079 New
NG
1370
Northstar Group
New York
$1.25M -$62.4K -1,583 -5%
DWA
1371
Douglass Winthrop Advisors
New York
$1.25M -$86.4K -2,192 -6%
CC
1372
Cannell & Co
New York
$1.25M -$237K -6,000 -16%
DMBA
1373
Deseret Mutual Benefit Administrators
Utah
$1.25M +$44.9K +1,138 +4%
PWSG
1374
Pacific Wealth Strategies Group
California
$1.25M +$60.5K +1,535 +5%
KWMG
1375
King Wealth Management Group
Florida
$1.24M -$19K -482 -1%

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.