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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
SQA
1876
Simon Quick Advisors
New Jersey
$599K +$235K +5,963 +63%
VCM
1877
Vivaldi Capital Management
Illinois
$599K -$10.8K -275 -2%
FIB
1878
First Interstate Bank
Montana
$598K -$93.2K -2,364 -13%
MFG
1879
Mainsail Financial Group
Washington
$597K -$12.6K -319 -2%
WB
1880
West Bancorporation
Iowa
$597K -$79.2K -2,008 -12%
BBI
1881
Baxter Bros Inc
Connecticut
$596K -$59.4K -1,505 -9%
DFG
1882
Demars Financial Group
Washington
$596K -$2.76M -70,017 -82%
PSB
1883
Piscataqua Savings Bank
New Hampshire
$594K +$37.1K +940 +7%
SFG
1884
Sovereign Financial Group
Connecticut
$594K +$7.73K +196 +1%
BCA
1885
Bray Capital Advisors
Florida
$593K
RPC
1886
Rossmore Private Capital
Connecticut
$592K -$14.8K -375 -2%
HWP
1887
Highline Wealth Partners
California
$592K
HP
1888
Hyperion Partners
Pennsylvania
$591K +$7.18K +182 +1%
AGP
1889
Autumn Glory Partners
Texas
$590K -$343K -8,700 -36%
CPWA
1890
Cerro Pacific Wealth Advisors
California
$590K +$141K +3,574 +31%
PCM
1891
Perkins Capital Management
Minnesota
$588K -$51.3K -1,300 -8%
1IA
1892
1620 Investment Advisors
Massachusetts
$587K +$5.28K +134 +0.9%
VHAM
1893
Van Hulzen Asset Management
California
$587K -$1.8M -45,577 -75%
FW
1894
FirstPurpose Wealth
Utah
$587K +$116K +2,946 +24%
EBT
1895
Enterprise Bank & Trust
Massachusetts
$587K -$53.2K -1,349 -8%
PA
1896
Prossimo Advisors
California
$586K -$3.31K -84 -0.6%
CA
1897
Calton & Associates
Florida
$586K -$597K -15,139 -50%
WAL
1898
W Advisors LLC
Tennessee
$585K -$6.19K -157 -1%
KOCAA
1899
Knights of Columbus Asset Advisors
Connecticut
$584K -$9.7K -246 -2%
CAS
1900
Coppell Advisory Solutions
Texas
$583K +$95.5K +2,421 +19%

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.