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2,608 hedge funds and large institutions have $83.4B invested in Verizon in 2023 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 1,023 increasing their positions, 1,289 reducing their positions, and 260 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $1.36B | Put options by funds: $1.33B

1.3% less ownership

Funds ownership: 62.37%61.06% (-1.3%)

6% less funds holding

Funds holding: 2,7632,608 (-155)

10% less funds holding in top 10

Funds holding in top 10: 4137 (-4)

15% less capital invested

Capital invested by funds: $97.7B → $83.4B (-$14.3B)

21% less repeat investments, than reductions

Existing positions increased: 1,023 | Existing positions reduced: 1,289

48% less first-time investments, than exits

New positions opened: 135 | Existing positions closed: 260

Holders
2,608
Holders Change
-155
Holders Change %
-5.61%
% of All Funds
41.38%
Holding in Top 10
37
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.76%
% of All Funds
0.59%
New
135
Increased
1,023
Reduced
1,289
Closed
260
Calls
$1.36B
Puts
$1.33B
Net Calls
+$37.3M
Net Calls Change
-$280M
Name Holding Trade Value Shares
Change
Change in
Stake
BAG
1976
Bridgewealth Advisory Group
California
$367K +$7.7K +228 +2%
GWS
1977
Glassman Wealth Services
Virginia
$366K -$9.16K -271 -2%
SRC
1978
Shufro Rose & Co
New York
$366K -$3.55K -105 -0.9%
PIA
1979
Pinion Investment Advisors
Kansas
$366K +$37.9K +1,121 +11%
AWM
1980
AllSquare Wealth Management
New York
$365K -$35.2K -1,042 -8%
BFIC
1981
Bedell Frazier Investment Counselling
California
$364K -$16.1K -475 -4%
BBI
1982
Baxter Bros Inc
Connecticut
$364K -$159K -4,696 -29%
CFS
1983
CRA Financial Services
New Jersey
$364K -$3.92K -116 -1%
IHL
1984
Investment House LLC
California
$364K
AA
1985
Alta Advisers
United Kingdom
$363K
AA
1986
Apriem Advisors
California
$363K -$79.6K -2,357 -17%
FFS
1987
Founders Financial Securities
Maryland
$362K -$530K -15,684 -58%
GWP
1988
Gateway Wealth Partners
Wisconsin
$362K -$8.95K -265 -2%
ABLA
1989
Alan B. Lancz & Associates
Ohio
$361K -$13.5K -400 -3%
QCIG
1990
Quad-Cities Investment Group
Iowa
$361K -$642 -19 -0.2%
JPMIA
1991
J.P. Marvel Investment Advisors
Massachusetts
$360K -$3.72K -110 -1%
SCM
1992
SOL Capital Management
Maryland
$360K +$28K +830 +8%
EBT
1993
Enterprise Bank & Trust
Massachusetts
$360K -$153K -4,518 -29%
BAM
1994
Boyar Asset Management
New York
$360K -$6.76K -200 -2%
PGF
1995
Plan Group Financial
Oklahoma
$359K -$43.8K -1,297 -10%
WFI
1996
West Family Investments
California
$359K +$86K +2,544 +30%
CC
1997
Constitution Capital
Connecticut
$359K -$77.7K -2,300 -17%
JWM
1998
Janiczek Wealth Management
Colorado
$358K +$121K +3,575 +48%
PWM
1999
Prentice Wealth Management
New York
$358K +$4.43K +131 +1%
CW
2000
Channel Wealth
California
$357K -$70K -2,071 -16%

VZ Hedge Fund Activity: Q3 2023 in Review

2,608 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q3 2023, worth a combined $83.4B — down 15% from $97.7B a quarter earlier.

Sellers outnumbered buyers: 260 funds closed out of VZ and 135 opened new positions — a net loss of 125 holders — while 1,289 trimmed existing stakes and 1,023 added.

The largest buyer was Arrowstreet Capital, adding an estimated $334M. The largest seller was Bank of America, cutting an estimated $932M.

  • 2,608 institutional investors held Verizon (VZ) as of Q3 2023, down from 2,763 in Q2 2023.
  • Funds reported $83.4B of Verizon stock for Q3 2023, down 15% quarter-over-quarter.
  • 135 funds opened new Verizon positions in Q3 2023 and 260 closed out, a net change of -125 holders.
  • The largest Verizon buyer in Q3 2023 was Arrowstreet Capital, an estimated $334M added.
  • The largest Verizon seller in Q3 2023 was Bank of America, an estimated $932M sold.

Based on aggregated 13F filings for Q3 2023.