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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
RZH
2051
Relyea Zuckerberg Hanson
Connecticut
$458K +$14.7K +373 +3%
AGA
2052
Arkos Global Advisors
Texas
$456K +$55.5K +1,407 +14%
Fayez Sarofim & Co
2053
Fayez Sarofim & Co
Texas
$456K -$118K -2,982 -20%
AGA
2054
Accuvest Global Advisors
Utah
$455K -$881K -22,350 -66%
IAG
2055
Investmark Advisory Group
Connecticut
$454K -$227K -5,744 -33%
HCM
2056
Highlander Capital Management
New Jersey
$452K +$7.89K +200 +2%
BFG
2057
Berger Financial Group
Minnesota
$449K -$51.7K -1,311 -10%
CCM
2058
Check Capital Management
California
$448K -$55.3K -1,402 -11%
AWM
2059
Accel Wealth Management
Iowa
$448K -$34.3K -870 -7%
IWA
2060
Intercontinental Wealth Advisors
Texas
$446K -$31K -785 -6%
CMP
2061
Coston McIsaac & Partners
Maine
$446K +$114K +2,885 +34%
RAG
2062
RIA Advisory Group
Iowa
$445K -$3.82M -96,834 -89%
CIA
2063
Cape Investment Advisory
Georgia
$444K +$451K +11,429 New
LW
2064
Lauer Wealth
Indiana
$444K +$470K +11,906 New
PFM
2065
Parsec Financial Management
North Carolina
$444K +$144K +3,653 +47%
FC
2066
Financial Consulate
Maryland
$442K +$39.3K +996 +10%
JPMIA
2067
J.P. Marvel Investment Advisors
Massachusetts
$441K
EWM
2068
Empirical Wealth Management
Washington
$441K -$29.8K -756 -6%
IIA
2069
IPG Investment Advisors
California
$440K +$446K +11,310 New
BAM
2070
Boyar Asset Management
New York
$439K +$39.4K +1,000 +10%
SAM
2071
Security Asset Management
New York
$438K -$11.2K -285 -2%
CF
2072
Copperwynd Financial
Arizona
$436K +$71.6K +1,816 +19%
RAM
2073
Roanoke Asset Management
New Jersey
$436K
AA
2074
Alta Advisers
United Kingdom
$436K
SFC
2075
Strategic Financial Concepts
Texas
$435K +$441K +11,181 New

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.