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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
Balyasny Asset Management
1676
Balyasny Asset Management
Illinois
$802K -$2.65M -67,129 -76%
WMS
1677
Wealth Management Solutions
Pennsylvania
$802K +$27.2K +689 +3%
BMCM
1678
Burns Matteson Capital Management
New York
$801K -$13.5K -343 -2%
CAC
1679
Certified Advisory Corp
Florida
$800K +$28.6K +726 +4%
FIM
1680
Freedom Investment Management
Connecticut
$800K -$549K -13,912 -40%
MLA
1681
My Legacy Advisors
Oregon
$796K +$37.5K +952 +5%
RWA
1682
Ropes Wealth Advisors
Massachusetts
$794K -$3.83K -97 -0.5%
DA
1683
Denali Advisors
California
$793K -$3.94K -100 -0.5%
CWP
1684
Concord Wealth Partners
Virginia
$792K -$81.2K -2,058 -9%
CWS
1685
Cypress Wealth Services
California
$792K -$25.3K -642 -3%
PWLP
1686
Prio Wealth Limited Partnership
Massachusetts
$791K +$22K +559 +3%
BC
1687
Brookfield Corp
Ontario, Canada
$790K +$200K +5,064 +33%
OHIS
1688
Oak Harvest Investment Services
Texas
$789K +$801K +20,300 New
CA
1689
Carson Advisory
Georgia
$783K -$27.4K -696 -3%
RC
1690
Roundview Capital
New Jersey
$779K -$157K -3,992 -17%
EFH
1691
Eaton Financial Holdings
Florida
$779K +$405K +10,281 +105%
NIM
1692
Needham Investment Management
New York
$778K +$394K +10,000 +100%
ADMI
1693
Albert D. Mason Inc
Massachusetts
$777K +$1.85K +47 +0.2%
CAM
1694
Chesapeake Asset Management
New York
$777K +$788K +19,971 New
AAM
1695
AMI Asset Management
California
$776K +$10.7K +271 +1%
SIA
1696
SkyView Investment Advisors
New Jersey
$776K +$4.22K +107 +0.5%
GC
1697
Gilbert & Cook
Iowa
$776K +$8.83K +224 +1%
CT
1698
Clearstead Trust
Maine
$775K -$31.6K -801 -4%
MVA
1699
Mount Vernon Associates
Maryland
$775K -$13.8K -350 -2%
OIM
1700
Oder Investment Management
California
$775K +$33.5K +849 +4%

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.