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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
AWAP
1651
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$841K +$160K +4,064 +23%
NCM
1652
NCM Capital Management
New Jersey
$841K -$20.8K -527 -2%
Members Trust
1653
Members Trust
Florida
$839K -$28.9K -734 -3%
STA
1654
Summit Trail Advisors
New York
$839K +$225K +5,718 +36%
RCM
1655
RB Capital Management
Nevada
$836K -$38.6K -978 -4%
AFAS
1656
Acorn Financial Advisory Services
Virginia
$832K +$82.5K +2,091 +11%
VNA
1657
Valley National Advisers
Pennsylvania
$829K -$43K -1,091 -5%
MCM
1658
Mork Capital Management
California
$828K
WP
1659
Wedgewood Partners
Missouri
$823K +$16.8K +425 +2%
BWM
1660
BCGM Wealth Management
Indiana
$822K -$133K -3,383 -14%
FA
1661
Fagan Associates
New York
$821K +$18.9K +478 +2%
FFA
1662
Farther Finance Advisors
California
$821K +$531K +13,454 +176%
PWAM
1663
Pinnacle West Asset Management
Wyoming
$817K +$828K +21,000 New
EI
1664
Ellevest Inc
New York
$816K -$56.7K -1,437 -6%
TCBWMS
1665
Texas Capital Bank Wealth Management Services
Texas
$816K +$118 +3 +0%
GAG
1666
GM Advisory Group
New York
$815K +$340K +8,610 +70%
OIA
1667
Optimum Investment Advisors
Illinois
$814K -$148K -3,755 -15%
CS
1668
Capital Square
Tennessee
$812K +$2.72K +69 +0.3%
ST
1669
Spinnaker Trust
Maine
$810K -$73K -1,850 -8%
RW
1670
Rede Wealth
Virginia
$808K
DCM
1671
DGS Capital Management
New Jersey
$808K +$46.5K +1,178 +6%
MCA
1672
Millennium Capital Advisors
Arkansas
$807K -$62.3K -1,581 -7%
KCM
1673
Kathmere Capital Management
Pennsylvania
$807K +$289K +7,324 +55%
KTC
1674
Kistler-Tiffany Companies
Pennsylvania
$806K +$121K +3,079 +17%
PG
1675
Patten Group
Tennessee
$806K +$20.7K +524 +3%

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.