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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
Robeco Institutional Asset Management
151
Robeco Institutional Asset Management
Netherlands
$59.4M -$148M -3,756,289 -71%
UIM
152
USS Investment Management
United Kingdom
$58.6M +$838K +21,249 +1%
HTC
153
Haverford Trust Company
Pennsylvania
$57.7M +$10.9M +276,635 +23%
CVA
154
Ceredex Value Advisors
Florida
$57.4M +$2.15M +54,500 +4%
WHRC
155
W.H. Reaves & Co
New Jersey
$57.2M
CIBC World Market
156
CIBC World Market
Ontario, Canada
$57.1M +$11.7M +295,598 +25%
SFI
157
Susquehanna Fundamental Investments
Pennsylvania
$56.4M
UH
158
Unigestion Holding
Switzerland
$55.3M -$2.43M -61,582 -4%
Handelsbanken Fonder
159
Handelsbanken Fonder
Sweden
$54.6M +$2.04M +51,761 +4%
ORIO
160
Old Republic International (ORI)
Illinois
$54.3M -$27.6M -701,000 -33%
M&T Bank
161
M&T Bank
New York
$54.3M +$801K +20,314 +1%
DPIM
162
Duff & Phelps Investment Management
Illinois
$53.8M
BAMF
163
BI Asset Management Fondsmaeglerselskab
Denmark
$53.3M -$2.04M -51,622 -4%
FAF
164
Fjarde Ap-fonden
Sweden
$53.1M -$2.35M -59,700 -4%
GF
165
Gabelli Funds
New York
$52.3M -$1.3M -33,000 -2%
GIA
166
Gateway Investment Advisers
Ohio
$51.8M +$5.83M +147,747 +12%
Nisa Investment Advisors
167
Nisa Investment Advisors
Missouri
$51.5M +$7.09M +179,860 +16%
Mirae Asset Global Investments
168
Mirae Asset Global Investments
South Korea
$51.4M +$8.18M +207,354 +19%
GLA
169
Great Lakes Advisors
Illinois
$51.2M +$40.5M +1,027,610 +355%
KBC Group
170
KBC Group
Belgium
$50.9M +$4.03M +102,298 +8%
AAM
171
Advisors Asset Management
Colorado
$50.3M -$602K -15,256 -1%
SLAM
172
Swiss Life Asset Management
$50M +$6.13M +155,431 +14%
Cambridge Investment Research Advisors
173
Cambridge Investment Research Advisors
Iowa
$49.3M +$1.5M +38,144 +3%
FAF
174
Första AP-fonden
Sweden
$48.4M -$4.75M -120,500 -9%
AIG
175
American International Group
New York
$48.1M +$162K +4,108 +0.3%

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.