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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
DBIA
1926
Dumont & Blake Investment Advisors
New Jersey
$565K +$79.1K +2,006 +16%
KC
1927
Kenfarb & Co
Kentucky
$565K +$324K +8,220 +130%
EMG
1928
ETF Managers Group
New Jersey
$562K -$903K -22,904 -61%
SIG
1929
Sargent Investment Group
Maryland
$561K -$12.1K -307 -2%
MFG
1930
Magnus Financial Group
New York
$561K -$82.5K -2,091 -13%
SGK
1931
Steigerwald Gordon & Koch
Virginia
$560K -$56.6K -1,436 -9%
TFA
1932
Trinity Financial Advisors
Ohio
$560K +$7.81K +198 +1%
HWM
1933
HFR Wealth Management
New York
$560K +$568K +14,398 New
PWM
1934
Purus Wealth Management
California
$560K -$20.7K -526 -4%
HBW
1935
Hazlett, Burt & Watson
West Virginia
$559K +$33.7K +855 +6%
IAG
1936
Investment Advisory Group
Massachusetts
$557K -$2.29K -58 -0.4%
AA
1937
Advisory Alpha
Michigan
$554K -$17.2K -436 -3%
CNC
1938
Citizens & Northern Corp
Pennsylvania
$553K +$7.33K +186 +1%
JSL
1939
JT Stratford LLC
Georgia
$553K +$168K +4,263 +43%
CCIA
1940
Cherry Creek Investment Advisors
Colorado
$548K -$323K -8,181 -37%
BWM
1941
Baystate Wealth Management
Massachusetts
$547K +$3.39K +86 +0.6%
CW
1942
CIC Wealth
Maryland
$546K -$26.5K -672 -5%
MIA
1943
MMBG Investment Advisors
Florida
$545K
ORC
1944
O'Rourke & Company
Massachusetts
$545K +$5.64K +143 +1%
MCM
1945
Monarch Capital Management
Indiana
$544K +$88.3K +2,240 +19%
CA
1946
Capital Advantage
California
$543K +$17.3K +438 +3%
LA
1947
Latitude Advisors
Florida
$543K +$40.3K +1,022 +8%
KFA
1948
Kapstone Financial Advisors
Ohio
$543K
RWP
1949
RWA Wealth Partners
Massachusetts
$543K -$32.3K -820 -6%
GWCM
1950
Godshalk Welsh Capital Management
Pennsylvania
$541K -$7.89K -200 -1%

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.