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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
CCA
1626
Checchi Capital Advisers
California
$885K +$136K +3,443 +18%
FAM
1627
Formidable Asset Management
Ohio
$883K -$29.3K -744 -3%
CBT
1628
CoreFirst Bank & Trust
Kansas
$882K -$350K -8,870 -28%
BOC
1629
Barbara Oil Co
Illinois
$875K
DBG
1630
De Burlo Group
Massachusetts
$873K
PWP
1631
Phillips Wealth Planners
Mississippi
$871K -$29.5K -747 -3%
ACM
1632
Ategra Capital Management
Virginia
$868K -$109K -2,763 -11%
P
1633
Pitcairn
Pennsylvania
$867K +$175K +4,446 +25%
SWMP
1634
Signature Wealth Management Partners
New Jersey
$864K -$6.94K -176 -0.8%
LCM
1635
Leisure Capital Management
California
$862K +$90.5K +2,296 +12%
CWM
1636
Curi Wealth Management
North Carolina
$861K -$368K -9,330 -30%
CRWM
1637
Castle Rock Wealth Management
California
$861K +$16.6K +421 +2%
CWP
1638
CFM Wealth Partners
Texas
$859K +$65.7K +1,665 +8%
TAM
1639
Titleist Asset Management
Texas
$857K +$869K +22,041 New
SC
1640
Steph & Co
Wisconsin
$855K +$5.52K +140 +0.6%
CC
1641
Claybrook Capital
Massachusetts
$853K +$7.93K +201 +0.9%
EFG
1642
Ethos Financial Group
Pennsylvania
$851K +$102K +2,597 +13%
MFC
1643
Mechanics Financial Corp
Ohio
$850K
TIMH
1644
Tilt Investment Management Holdings
New York
$850K +$112K +2,845 +15%
EIM
1645
Essex Investment Management
Massachusetts
$850K
BIA
1646
Bigelow Investment Advisors
Maine
$849K -$91.3K -2,316 -10%
PCMM
1647
Piedmont Capital Management (Montana)
Montana
$848K +$49.6K +1,257 +6%
SSWM
1648
Sheets Smith Wealth Management
North Carolina
$847K -$34.2K -866 -4%
MSFP
1649
Mark Sheptoff Financial Planning
Connecticut
$847K +$219K +5,550 +34%
HT
1650
HighTower Trust
Texas
$847K +$10.4K +263 +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.