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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
WLPWM
1401
Walled Lake Planning & Wealth Management
Illinois
$1.2M +$248K +6,287 +26%
VWM
1402
Venturi Wealth Management
Texas
$1.2M -$93.9K -2,382 -7%
AIM
1403
Acropolis Investment Management
Missouri
$1.2M +$38.7K +981 +3%
MMG
1404
Monetary Management Group
Missouri
$1.2M -$14.8K -375 -1%
CS
1405
Crescent Sterling
Louisiana
$1.2M +$30.9K +784 +3%
BMC
1406
Beaton Management Company
Massachusetts
$1.2M
FCB
1407
First Command Bank
Texas
$1.19M +$77.8K +1,972 +7%
FCFS
1408
First Command Financial Services
Texas
$1.19M +$77.8K +1,972 +7%
QI
1409
Qtron Investments
Massachusetts
$1.19M -$105K -2,673 -8%
SMFG
1410
Sumitomo Mitsui Financial Group
Japan
$1.19M +$93.4K +2,368 +8%
MCA
1411
Magnolia Capital Advisors
Mississippi
$1.19M +$161K +4,078 +15%
GSC
1412
G&S Capital
Colorado
$1.19M -$14.3K -362 -1%
TSWM
1413
Triangle Securities Wealth Management
North Carolina
$1.18M -$75.8K -1,921 -6%
PCM
1414
Poehling Capital Management
Wisconsin
$1.18M +$1.2M +30,441 New
AF
1415
Arrow Financial
New York
$1.18M -$357K -9,053 -23%
FC
1416
FCA Corp
Texas
$1.18M +$627K +15,901 +110%
ACS
1417
Archford Capital Strategies
Illinois
$1.18M +$101K +2,553 +10%
BJL
1418
Brighton Jones LLC
Washington
$1.18M -$134K -3,405 -10%
KJWM
1419
Kiley Juergens Wealth Management
Washington
$1.18M -$76.8K -1,948 -6%
DIP
1420
DT Investment Partners
Pennsylvania
$1.18M -$313K -7,931 -21%
AC
1421
Abbrea Capital
California
$1.18M -$19.3K -490 -2%
NF
1422
Nvest Financial
New Hampshire
$1.17M -$72.6K -1,840 -6%
SI
1423
SimpliFi Inc
California
$1.17M +$11.9K +303 +1%
RAM
1424
Redmond Asset Management
Virginia
$1.17M +$86.7K +2,198 +8%
EI
1425
EDMP Inc
Florida
$1.17M +$51.9K +1,317 +5%

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.