We are live on ! Find out more

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
JWM
2101
Janiczek Wealth Management
Colorado
$418K +$97K +2,460 +30%
FCFC
2102
First Commonwealth Financial Corp
Pennsylvania
$417K
DWM
2103
Darwin Wealth Management
Florida
$415K -$35.7K -904 -8%
CHP
2104
Cable Hill Partners
Oregon
$415K +$70.3K +1,783 +20%
AFG
2105
Alterity Financial Group
Maine
$415K -$4.38K -111 -1%
MLFP
2106
MPS Loria Financial Planners
Illinois
$414K -$32.3K -819 -7%
MGAM
2107
McGowan Group Asset Management
Texas
$413K +$188K +4,763 +81%
KWM
2108
Kolinsky Wealth Management
New Jersey
$413K +$134K +3,388 +47%
BW
2109
Basepoint Wealth
Iowa
$411K +$211K +5,354 +102%
SWP
2110
ShoreHaven Wealth Partners
New Jersey
$411K +$42.8K +1,086 +11%
HGERS
2111
Householder Group Estate & Retirement Specialist
Arizona
$411K -$51.5K -1,305 -11%
HBT
2112
Heartland Bank & Trust
Illinois
$411K +$417K +10,564 New
SCM
2113
Stonehearth Capital Management
Massachusetts
$411K +$16.1K +408 +4%
OPCM
2114
Osborne Partners Capital Management
California
$410K +$11.4K +290 +3%
HKAM
2115
Horizon Kinetics Asset Management
New York
$410K -$89.6K -2,271 -18%
OC
2116
Oakworth Capital
Alabama
$410K -$15K -380 -3%
OPA
2117
Old Port Advisors
Maine
$409K -$43.4K -1,100 -10%
GCWM
2118
Graham Capital Wealth Management
District of Columbia
$408K +$41.4K +1,049 New
PAG
2119
Powers Advisory Group
Illinois
$408K -$434 -11 -0.1%
CC
2120
Cadinha & Co
Hawaii
$407K -$5.72K -145 -1%
CCWA
2121
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$407K -$256K -6,481 -38%
MPCG
2122
Matrix Private Capital Group
New York
$406K -$52.1K -1,322 -11%
DIM
2123
Delta Investment Management
California
$406K -$3.51K -89 -0.8%
IF
2124
IRON Financial
Illinois
$406K
BLAM
2125
Bourne Lent Asset Management
New York
$405K

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.