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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
MMPW
1526
Mitchell McLeod Pugh & Williams
Alabama
$1.02M +$18.1K +458 +2%
SF
1527
Summit Financial
New Jersey
$1.02M -$10.6K -268 -1%
HT
1528
Headlands Technologies
Illinois
$1.02M +$609K +15,434 +144%
CNFG
1529
Creegan & Nassoura Financial Group
New Hampshire
$1.01M +$18.7K +475 +2%
BW
1530
Bison Wealth
Georgia
$1.01M +$33.8K +856 +3%
HNWAG
1531
High Net Worth Advisory Group
Florida
$1.01M -$14.6K -371 -1%
GSB
1532
Greenfield Savings Bank
Massachusetts
$1.01M -$24.1K -610 -2%
KIA
1533
Kraematon Investment Advisors
Massachusetts
$1.01M -$1.06K -27 -0.1%
WQ
1534
Wealth Quarterback
New Jersey
$1.01M +$105K +2,674 +12%
PWS
1535
Peterson Wealth Services
Utah
$1M +$575K +14,582 +130%
OF
1536
Outfitter Financial
Maine
$1M +$35.4K +898 +4%
SDAM
1537
Shulman DeMeo Asset Management
New York
$1M +$3.94K +100 +0.4%
AIS
1538
AM Investment Strategies
Tennessee
$1M -$21.5K -546 -2%
BMA
1539
Brooks Moore & Associates
Tennessee
$1M -$25.1K -637 -2%
HWM
1540
Hohimer Wealth Management
Washington
$1M +$265K +6,712 +35%
DC
1541
DeDora Capital
California
$1M +$140K +3,542 +16%
DCM
1542
Donaldson Capital Management
Indiana
$999K +$66.7K +1,691 +7%
TWA
1543
TCI Wealth Advisors
Arizona
$998K +$48K +1,216 +5%
RSC
1544
Red Spruce Capital
Pennsylvania
$997K +$1.01M +25,647 New
HCM
1545
Harvey Capital Management
Florida
$996K -$19.7K -500 -2%
CWM
1546
Cornerstone Wealth Management
Missouri
$994K +$1.01M +25,558 New
IRC
1547
Investors Research Corp
Georgia
$994K +$139K +3,516 +16%
LCWP
1548
Legacy Capital Wealth Partners
Arkansas
$990K +$1M +25,452 New
V
1549
VeraBank
Texas
$989K
MYIA
1550
Mount Yale Investment Advisors
Colorado
$987K +$55.2K +1,399 +6%

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.