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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
AWG
2076
Altus Wealth Group
Colorado
$317K +$507 +15 +0.2%
NPF
2077
Norris Perne & French
Michigan
$316K -$33.8K -1,000 -9%
PWAG
2078
Polaris Wealth Advisory Group
California
$316K +$329K +9,750 New
ATFA
2079
All Terrain Financial Advisors
Minnesota
$316K -$3.72K -110 -1%
BCA
2080
Bray Capital Advisors
Florida
$316K +$51.5K +1,525 +19%
RRA
2081
Round Rock Advisors
Connecticut
$314K -$107K -3,179 -25%
DDC
2082
DF Dent & Co
Maryland
$314K -$24.7K -731 -7%
SCM
2083
Silvant Capital Management
Georgia
$314K
LL
2084
LWMG LLC
Minnesota
$313K -$80K -2,368 -20%
CS
2085
Cannell & Spears
New York
$312K +$326K +9,642 New
PCA
2086
Pallas Capital Advisors
Massachusetts
$312K +$304K +9,008 New
CWG
2087
Cornerstone Wealth Group
North Carolina
$311K -$43.8K -1,296 -12%
AWA
2088
Acorn Wealth Advisors
Michigan
$311K -$7.6K -225 -2%
FIB
2089
First Interstate Bank
Montana
$309K +$13.4K +396 +4%
EIA
2090
Eldridge Investment Advisors
New Hampshire
$309K -$12.4K -367 -4%
BDFN
2091
Bond & Devick Financial Network
Minnesota
$309K +$85.1K +2,519 +36%
HS
2092
Horan Securities
United States
$308K +$78.5K +2,323 +32%
EGA
2093
E&G Advisors
Texas
$308K -$139K -4,100 -30%
LWM
2094
Liberty Wealth Management
California
$308K -$39.2K -1,160 -11%
HBT
2095
Heartland Bank & Trust
Illinois
$308K +$1.25K +37 +0.4%
FAFN
2096
First Affirmative Financial Network
Colorado
$307K +$15.5K +459 +5%
FDDB
2097
Fidelity D&D Bancorp
Pennsylvania
$306K +$319K +9,452 New
MWM
2098
Mattern Wealth Management
Kansas
$306K -$208K -6,150 -39%
AC
2099
AIFG Consultants
New York
$305K +$23.7K +702 +8%
MHR
2100
Matthew Hamilton Rosenberg
$305K -$25.8K -765 -8%

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.