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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
PAM
2051
Peak Asset Management
Colorado
$328K +$78.3K +2,318 +30%
TWM
2052
TriaGen Wealth Management
California
$327K -$7.43K -220 -2%
MLFP
2053
MPS Loria Financial Planners
Illinois
$327K -$13K -386 -4%
BCM
2054
Blume Capital Management
California
$326K +$51K +1,510 +18%
SL
2055
Sentry LLC
Tennessee
$326K +$33.8K +1,000 +11%
KWM
2056
Kolinsky Wealth Management
New Jersey
$326K -$40.6K -1,203 -11%
AOI
2057
Auto-Owners Insurance
Michigan
$325K
CG
2058
CFO4Life Group
Texas
$325K +$102K +3,013 +43%
RCI
2059
RS Crum Inc
California
$325K -$2.16K -64 -0.6%
EP
2060
Edgestream Partners
New Jersey
$324K -$441K -13,061 -57%
D
2061
Diversified
Delaware
$324K +$7.6K +225 +2%
BC
2062
Barrett & Company
Rhode Island
$324K -$24.2K -715 -7%
FRM
2063
Fox Run Management
Connecticut
$323K +$337K +9,962 New
CS
2064
Candriam SCA
Luxembourg
$323K -$24.9M -735,551 -99%
TWP
2065
Tower Wealth Partners
Pennsylvania
$322K +$28.3K +839 +9%
DWM
2066
Drive Wealth Management
Utah
$322K +$90.7K +2,684 +37%
UF
2067
Univest Financial
Pennsylvania
$322K -$176K -5,207 -34%
COCM
2068
Charter Oak Capital Management
New Hampshire
$321K -$24.4K -721 -7%
CAGAS
2069
Capital Advisory Group Advisory Services
Minnesota
$321K +$334K +9,894 New
CYG
2070
Clean Yield Group
Vermont
$320K -$55.6K -1,646 -14%
VP
2071
Verum Partners
North Carolina
$320K -$46.8K -1,384 -12%
SFG
2072
Socha Financial Group
New York
$319K +$50.7K +1,500 +18%
SA
2073
Syntax Advisors
New York
$318K +$20.9K +620 +7%
VCG
2074
Vantage Consulting Group
Virginia
$318K +$20.9K +620 +7%
CBFP
2075
Cedar Brook Financial Partners
Ohio
$317K -$43.8K -1,297 -12%

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.