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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
AG
1801
Algert Global
California
$661K +$98.6K +2,500 +17%
CAM
1802
Covenant Asset Management
New Jersey
$661K -$430K -10,905 -39%
FAG
1803
Fortitude Advisory Group
Washington
$660K +$10.1K +255 +2%
LWM
1804
Liberty Wealth Management
California
$660K +$669K +16,971 New
SIA
1805
Schechter Investment Advisors
Michigan
$659K -$123K -3,120 -16%
LSA
1806
Lion Street Advisors
Texas
$658K +$667K +16,920 New
SAM
1807
Summit Asset Management
Tennessee
$658K -$57.9K -1,467 -8%
RC
1808
Reik & Co
New York
$658K -$27.7K -702 -4%
EA
1809
Emerald Advisors
Washington
$654K +$25.9K +656 +4%
TA
1810
TFG Advisers
Michigan
$654K -$15.5K -393 -2%
RFA
1811
Register Financial Advisors
Georgia
$654K +$28.9K +734 +5%
CSC
1812
Caldwell Sutter Capital
California
$652K +$330K +8,373 +100%
IC
1813
Inscription Capital
Texas
$652K -$4.89K -124 -0.7%
PWM
1814
Penobscot Wealth Management
Maine
$651K +$92.4K +2,342 +16%
PP
1815
PDS Planning
Ohio
$648K +$193K +4,885 +42%
WA
1816
Waverly Advisors
Alabama
$646K -$147K -3,736 -18%
SFS
1817
Stiles Financial Services
Minnesota
$646K -$19.4K -492 -3%
CFP
1818
Catalyst Financial Partners
Massachusetts
$646K +$255K +6,471 +64%
AC
1819
ASB Consultores
Florida
$644K +$653K +16,565 New
ITIM
1820
Indiana Trust & Investment Management
Indiana
$641K -$42K -1,064 -6%
FA
1821
Faithward Advisors
Pennsylvania
$640K +$127K +3,229 +23%
CAM
1822
Cozad Asset Management
Illinois
$639K -$40.5K -1,027 -6%
FB
1823
First Bancorp
Maine
$638K +$17.8K +451 +3%
AAP
1824
Arax Advisory Partners
Colorado
$638K +$20.7K +525 +3%
BCFD
1825
Boit C.F. David
$638K

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.