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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
KIG
1376
Kennedy Investment Group
New Jersey
$1.24M -$11.5K -291 -0.9%
LCM
1377
Liberty Capital Management
Michigan
$1.24M -$3.67K -93 -0.3%
LOAMS
1378
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.24M +$221K +5,616 +21%
RMCM
1379
Reynders McVeigh Capital Management
Massachusetts
$1.24M -$68.3K -1,731 -5%
PI
1380
Pettee Investors
Connecticut
$1.23M
MCM
1381
McMillion Capital Management
North Carolina
$1.23M -$239K -6,058 -16%
TIM
1382
Tevis Investment Management
Texas
$1.23M +$44K +1,116 +4%
DBRC
1383
D.B. Root & Company
Pennsylvania
$1.23M +$124K +3,134 +11%
DI
1384
Diligent Investors
California
$1.23M +$93.5K +2,370 +8%
MCAI
1385
Members Capital Advisors Inc
Wisconsin
$1.23M
AAG
1386
Armstrong Advisory Group
Massachusetts
$1.22M -$26.5K -672 -2%
DLA
1387
Douglas Lane & Associates
New York
$1.22M +$1.62K +41 +0.1%
RI
1388
Ridgewood Investments
New Jersey
$1.22M -$23.7K -600 -2%
EW
1389
Evoke Wealth
California
$1.22M +$647K +16,417 +110%
CCM
1390
Chiron Capital Management
Florida
$1.22M +$60.1K +1,525 +5%
PPP
1391
Private Portfolio Partners
New Jersey
$1.22M -$52.7K -1,336 -4%
LBC
1392
Lowe Brockenbrough & Co
Virginia
$1.21M -$11.4K -290 -0.9%
SFG
1393
Summit Financial Group
West Virginia
$1.21M -$9.86K -250 -0.8%
SIM
1394
Sterling Investment Management
Arizona
$1.21M -$19.8K -502 -2%
HIA
1395
Harbor Investment Advisory
Maryland
$1.21M +$276 +7 +0%
MC
1396
Martin & Co
Tennessee
$1.21M -$24.6K -625 -2%
MSS
1397
Mitchell Sinkler & Starr
Pennsylvania
$1.21M -$370K -9,394 -23%
RWB
1398
RMR Wealth Builders
New Jersey
$1.21M +$172K +4,354 +16%
WA
1399
Wambolt & Associates
Colorado
$1.21M +$76.5K +1,939 +7%
LOIP
1400
Live Oak Investment Partners
Texas
$1.21M

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.