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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
LMKC
1776
L.M. Kohn & Company
Ohio
$683K +$23.9K +606 +4%
PB
1777
Pinnacle Bancorp
Nebraska
$683K +$1.93K +49 +0.3%
FNT
1778
First Nebraska Trust
Nebraska
$682K +$14.6K +370 +2%
WMSA
1779
Weiss Multi-Strategy Advisers
New York
$681K -$13.3M -338,233 -95%
AIC
1780
Archer Investment Corporation
Indiana
$681K -$49.5K -1,256 -6%
WAG
1781
Wallace Advisory Group
California
$680K +$224K +5,684 +48%
SEP
1782
Southland Equity Partners
Missouri
$680K +$19.6K +497 +3%
LCGC
1783
Legacy Capital Group California
California
$678K +$688K +17,440 New
WCM
1784
Washington Capital Management
Washington
$677K
BHIA
1785
Birch Hill Investment Advisors
Massachusetts
$676K -$13K -330 -2%
CWA
1786
Canvas Wealth Advisors
Kansas
$675K +$342K +8,670 +99%
GPA
1787
Garrison Point Advisors
California
$673K +$24.6K +624 +4%
SFB
1788
STAR Financial Bank
Indiana
$669K -$21.8K -552 -3%
LA
1789
Lifeworks Advisors
Michigan
$669K +$235K +5,967 +53%
CFA
1790
CWS Financial Advisors
Michigan
$669K +$10.9K +277 +2%
KIG
1791
Kessler Investment Group
Indiana
$668K +$81.6K +2,068 +14%
MWA
1792
Meridian Wealth Advisors
Texas
$668K +$10K +254 +2%
BLC
1793
Brown, Lisle/Cummings
Rhode Island
$667K -$69.7K -1,767 -9%
LNB
1794
Ledyard National Bank
$666K -$137K -3,463 -17%
WA
1795
WBH Advisory
Maryland
$664K +$674K +17,079 New
MLL
1796
Moody Lynn & Lieberson
Massachusetts
$664K +$83.1K +2,108 +14%
AIA
1797
Angeles Investment Advisors
California
$664K +$305K +7,736 +83%
SAS
1798
Stelac Advisory Services
New York
$663K +$37.9K +962 +6%
IHL
1799
Investment House LLC
California
$662K
VFPI
1800
Vantage Financial Partners (Illinois)
Illinois
$661K -$35.5K -900 -5%

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.