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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
WAS
1726
Winch Advisory Services
Wisconsin
$737K +$143K +3,634 +24%
HAG
1727
HF Advisory Group
Maryland
$735K +$125K +3,180 +20%
FNBOSM
1728
First National Bank of South Miami
Florida
$734K +$6.59K +167 +0.9%
RSWM
1729
Robertson Stephens Wealth Management
California
$731K +$136K +3,438 +22%
CM
1730
CastleKnight Management
New York
$731K +$741K +18,800 New
JPLA
1731
Joseph P. Lucia & Associates
New York
$731K +$84.4K +2,141 +13%
BTI
1732
Blue Trust Inc
Georgia
$730K -$79.9K -2,027 -10%
MWM
1733
Massachusetts Wealth Management
Massachusetts
$730K -$3.94K -100 -0.5%
OHWA
1734
Oak Hill Wealth Advisors
Virginia
$729K -$34.7K -879 -4%
RB
1735
Renasant Bank
Mississippi
$729K +$150K +3,795 +25%
SOS
1736
Silver Oak Securities
Tennessee
$728K +$55.1K +1,396 +8%
CMI
1737
Clare Market Investments
Texas
$728K -$154K -3,893 -17%
BIA
1738
Beacon Investment Advisors
Maryland
$727K -$84.4K -2,141 -10%
TC
1739
Telemus Capital
Michigan
$727K +$39K +989 +6%
ML
1740
McAdam LLC
Pennsylvania
$724K -$1.06K -27 -0.1%
BFAG
1741
Blackston Financial Advisory Group
Florida
$722K +$60.8K +1,541 +9%
PRC
1742
Pearl River Capital
Michigan
$722K +$732K +18,558 New
IAMOG
1743
Investors Asset Management of Georgia
Georgia
$721K -$61K -1,548 -8%
BWP
1744
BSW Wealth Partners
Colorado
$721K +$201K +5,106 +38%
VFA
1745
Voya Financial Advisors
Connecticut
$721K -$104K -2,633 -12%
WAG
1746
Windsor Advisory Group
Ohio
$719K -$28.2K -715 -4%
LD
1747
Lipe & Dalton
New York
$719K -$10.3K -260 -1%
CB
1748
Centennial Bank
Arkansas
$719K -$10.9K -276 -1%
PAM
1749
Private Asset Management
California
$719K -$29.7K -754 -4%
SDH
1750
Sloy Dahl & Holst
Washington
$717K +$26.6K +675 +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.