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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
RBFC
1601
Roman Butler Fullerton & Co
Missouri
$908K +$74.2K +1,881 +8%
HCM
1602
Hodges Capital Management
Texas
$908K +$31.2K +791 +3%
APG
1603
Abacus Planning Group
South Carolina
$907K +$505K +12,808 +122%
AWA
1604
Aaron Wealth Advisors
Illinois
$906K -$19.6K -496 -2%
MIM
1605
MTM Investment Management
South Carolina
$902K +$355 +9 +0%
JE
1606
JMAC Enterprises
Pennsylvania
$902K -$49.2K -1,247 -5%
KF
1607
Krilogy Financial
Missouri
$901K -$188K -4,776 -17%
V
1608
ViaWealth
Kansas
$901K +$31.6K +801 +4%
NFSG
1609
Newbridge Financial Services Group
Florida
$900K +$246K +6,226 +37%
AO
1610
Advisor OS
Illinois
$900K +$5.28K +134 +0.6%
BPCE
1611
Bank Pictet & Cie (Europe)
Germany
$899K -$517K -13,100 -36%
BOPW
1612
Brandywine Oak Private Wealth
Pennsylvania
$899K -$89.2K -2,263 -9%
FNC
1613
First National Corp
Massachusetts
$898K -$275K -6,973 -23%
FRA
1614
Front Row Advisors
California
$897K -$59.9K -1,520 -6%
HWA
1615
Heartwood Wealth Advisors
Virginia
$896K +$132K +3,335 +17%
GCM
1616
GoodHaven Capital Management
New Jersey
$896K
SFS
1617
Solitude Financial Services
Virginia
$893K +$103K +2,610 +13%
GI
1618
Gradient Investments
Minnesota
$892K +$868 +22 +0.1%
FMB
1619
Field & Main Bank
Kentucky
$892K +$4.69K +119 +0.5%
PFGIA
1620
Patriot Financial Group Insurance Agency
Massachusetts
$890K -$1.1M -27,989 -55%
BIAS
1621
Beacon Investment Advisory Services
New Jersey
$889K -$118K -2,986 -12%
B
1622
Bellecapital
Switzerland
$889K +$665K +16,858 +281%
OIM
1623
Orca Investment Management
Oregon
$889K +$2.01K +51 +0.2%
BI
1624
Ballast Inc
Kentucky
$888K +$114K +2,886 +14%
RWPA
1625
Richard W. Paul & Associates
Michigan
$886K -$19.7K -499 -2%

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.