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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
CWC
2076
Carolinas Wealth Consulting
North Carolina
$433K +$10.8K +275 +0.6%
ME
2077
McIlrath & Eck
Washington
$432K +$9.62K +244 +2%
SFG
2078
Sowa Financial Group
Rhode Island
$432K -$5.96K -151 -1%
C
2079
Certuity
Florida
$431K +$6.11K +155 +1%
CAG
2080
Crestwood Advisors Group
Massachusetts
$431K -$96.3K -2,443 -18%
FPCG
2081
Fort Pitt Capital Group
Pennsylvania
$430K -$3.27M -82,886 -88%
MAWCM
2082
Mine & Arao Wealth Creation & Management
California
$429K +$145K +3,689 +50%
FI
2083
Financial Insights
Washington
$428K +$434K +10,993 New
CFS
2084
CRA Financial Services
New Jersey
$427K +$24.4K +618 +6%
P
2085
&Partners
Tennessee
$426K -$67.7K -1,717 -14%
SPWM
2086
Schrum Private Wealth Management
Florida
$425K +$986 +25 +0.2%
SAA
2087
Southeast Asset Advisors
Georgia
$423K -$40.3K -1,023 -9%
OFS
2088
Oldfather Financial Services
Nebraska
$423K +$429K +10,877 New
SCA
2089
Southern Capital Advisors
Tennessee
$422K +$87.7K +2,225 +26%
DJYG
2090
David J. Yvars Group
Florida
$422K
BAG
2091
Bridgewealth Advisory Group
California
$420K +$5.92K +150 +1%
AAS
2092
Annex Advisory Services
Wisconsin
$420K -$33.9K -859 -7%
HI
2093
Human Investing
Oregon
$420K -$163K -4,130 -28%
CBFP
2094
Cedar Brook Financial Partners
Ohio
$419K -$34.9K -886 -8%
PGAM
2095
Princeton Global Asset Management
New Jersey
$419K +$120K +3,043 +39%
BOS
2096
Bank of Stockton
California
$419K +$18.5K +470 +5%
NB
2097
Nicolet Bankshares
Wisconsin
$419K +$77K +1,953 +22%
CWA
2098
Centennial Wealth Advisory
Michigan
$418K +$68.1K +1,728 +19%
QCIG
2099
Quad-Cities Investment Group
Iowa
$418K +$97.1K +2,463 +30%
BIG
2100
Boothe Investment Group
Delaware
$418K -$138K -3,491 -25%

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.