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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
MAG
1951
MRA Advisory Group
New Jersey
$541K +$110K +2,781 +25%
SM
1952
Sciencast Management
New Jersey
$540K +$568K +14,404 New
CBA
1953
Coastal Bridge Advisors
Connecticut
$539K +$276 +7 +0.1%
BBNA
1954
Bremer Bank National Association
Minnesota
$539K -$103K -2,600 -16%
SWA
1955
Sax Wealth Advisors
New Jersey
$539K -$68.7K -1,743 -11%
AF
1956
Apexium Financial
Texas
$537K +$21K +532 +4%
LC
1957
LCNB Corp
Ohio
$536K -$18.1K -459 -3%
HCP
1958
Holt Capital Partners
Texas
$536K -$4.97K -126 -0.9%
DAC
1959
Dividend Assets Capital
South Carolina
$536K
RSA
1960
River Street Advisors
Illinois
$535K +$11.1K +281 +2%
GWANC
1961
Guardian Wealth Advisors (North Carolina)
North Carolina
$535K -$92.7K -2,350 -15%
DTC
1962
Davidson Trust Company
Washington
$534K +$43.7K +1,109 +9%
WA
1963
Wealth Architects
California
$531K +$57.7K +1,463 +12%
DLG
1964
Daniel L. Goodwin
$531K
DWMS
1965
Dominguez Wealth Management Solutions
Virginia
$530K +$72.4K +1,836 +16%
VCWA
1966
Vanguard Capital Wealth Advisors
Colorado
$527K -$25.4K -645 -5%
GA
1967
Geller Advisors
New York
$526K +$103K +2,604 +24%
SRC
1968
Shufro Rose & Co
New York
$526K +$197K +4,988 +59%
TCM
1969
Tributary Capital Management
Nebraska
$525K -$13.8K -350 -3%
WP
1970
Westmount Partners
California
$525K -$13.7K -347 -3%
PWM
1971
Palumbo Wealth Management
New York
$525K -$23.9K -606 -4%
NAS
1972
Nicolet Advisory Services
Wisconsin
$524K +$58.2K +1,475 +12%
CSI
1973
Cross Staff Investments
New York
$523K +$552 +14 +0.1%
LL
1974
LWMG LLC
Minnesota
$522K +$38.4K +974 +8%
KIC
1975
Kensington Investment Counsel
California
$522K -$211K -5,358 -29%

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.