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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
OC
1826
Oarsman Capital
Wisconsin
$637K +$13.2K +335 +2%
IIL
1827
Insight Inv LLC
California
$636K -$27.6K -700 -4%
WPC
1828
Wedmont Private Capital
Pennsylvania
$635K +$308K +7,806 +94%
SXL
1829
Summit X LLC
Missouri
$635K -$28.3K -717 -4%
FBC
1830
Fairfield, Bush & Co
Connecticut
$634K +$442K +11,206 +220%
CP
1831
Covenant Partners
Tennessee
$633K +$78.7K +1,996 +14%
KFA
1832
Krane Funds Advisors
New York
$631K -$27.6K -700 -4%
HWM
1833
Horizon Wealth Management
Illinois
$630K +$139K +3,527 +28%
AAM
1834
Augustine Asset Management
Florida
$630K +$87.6K +2,222 +16%
LAIC
1835
Lederer & Associates Investment Counsel
California
$628K
HT
1836
Heritage Trust
Oklahoma
$626K +$25.8K +654 +4%
NGA
1837
Naples Global Advisors
Florida
$626K -$31.4K -796 -5%
SWM
1838
Sugarloaf Wealth Management
Georgia
$625K -$32.3K -818 -5%
MA
1839
MBA Advisors
Pennsylvania
$624K +$8.64K +219 +1%
CWM
1840
Cedar Wealth Management
California
$622K
ESB
1841
Essex Savings Bank
Connecticut
$619K +$78.4K +1,989 +14%
AWM
1842
Adams Wealth Management
Utah
$617K +$151K +3,827 +32%
DFA
1843
Delta Financial Advisors
Louisiana
$617K -$1.22K -31 -0.2%
SAM
1844
SignalPoint Asset Management
Missouri
$616K -$51K -1,293 -8%
FGA
1845
Fortis Group Advisors
New Jersey
$615K +$625K +15,848 New
BWL
1846
Bogart Wealth LLC
Virginia
$615K +$24.9K +632 +4%
WFC
1847
Western Financial Corp
California
$614K +$18.3K +465 +3%
CP
1848
Cumberland Partners
Ontario, Canada
$613K -$40.6K -1,030 -6%
KLWA
1849
Kelly Lawrence W & Associates
California
$612K
OCM
1850
One Capital Management
California
$612K +$11K +279 +2%

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.