We are live on ! Find out more

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
AA
1751
Apriem Advisors
California
$716K +$136K +3,449 +23%
CNBTD
1752
Citizens National Bank Trust Department
Mississippi
$715K -$40.8K -1,035 -5%
WA
1753
Wealth Advisors
California
$713K +$138K +3,500 +24%
SWA
1754
Sutton Wealth Advisors
Florida
$711K -$136K -3,452 -16%
VCS
1755
Vaughan & Co Securities
New Jersey
$709K -$2.29K -58 -0.3%
GCMG
1756
Gyroscope Capital Management Group
Florida
$709K +$121K +3,071 +20%
ACM
1757
Advance Capital Management
Michigan
$708K +$6.78K +172 +1%
RHDIC
1758
R.H. Dinel Investment Counsel
California
$708K
PIA
1759
Perennial Investment Advisors
California
$705K +$177K +4,483 +33%
GCC
1760
Game Creek Capital
Massachusetts
$705K -$73.9K -1,875 -9%
CCA
1761
Cobblestone Capital Advisors
New York
$705K -$41.7K -1,058 -6%
BWM
1762
BigSur Wealth Management
Florida
$702K -$4.34K -110 -0.6%
MA
1763
MKT Advisors
California
$702K -$53.6K -1,360 -7%
FSCM
1764
Front Street Capital Management
Montana
$695K -$58.7K -1,489 -8%
PL
1765
Plancorp LLC
Missouri
$694K -$19.3K -489 -3%
SBF
1766
Sara-Bay Financial
Florida
$693K -$139K -3,520 -16%
GSEP
1767
Golden State Equity Partners
California
$693K +$703K +17,815 New
OCM
1768
Orleans Capital Management
Louisiana
$692K +$293K +7,440 +72%
FIM
1769
Fruth Investment Management
Texas
$692K -$3.94K -100 -0.6%
NERM
1770
New England Research & Management
Illinois
$691K -$2.21K -56 -0.3%
IIA
1771
ICW Investment Advisors
Arizona
$690K +$12.5K +318 +2%
MWM
1772
Mattern Wealth Management
Kansas
$690K -$579K -14,694 -45%
ROTUOC
1773
Regents of the University of California
California
$690K
WEG
1774
World Equity Group
Illinois
$690K -$71.9K -1,823 -10%
MWM
1775
Modera Wealth Management
New Jersey
$685K -$66.1K -1,675 -9%

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.