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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
LWM
2101
LJI Wealth Management
Indiana
$305K -$9.6K -284 -3%
LI
2102
LMCG Investments
Massachusetts
$304K -$8.05M -238,298 -96%
GAB
2103
German American Bancorp
Indiana
$303K +$12K +354 +4%
BFG
2104
Berger Financial Group
Minnesota
$302K -$64.3K -1,903 -17%
LW
2105
Lauer Wealth
Indiana
$302K -$707K -20,926 -68%
WIA
2106
World Investment Advisors
California
$301K +$58.8K +1,740 +23%
EWA
2107
ERTS Wealth Advisors
Michigan
$301K +$21.8K +644 +7%
BBW
2108
Blue Barn Wealth
Utah
$301K +$11.8K +348 +4%
TSWM
2109
Tyler-Stone Wealth Management
Ohio
$301K -$40.2K -1,191 -11%
PCM
2110
Perritt Capital Management
Illinois
$300K -$1.52K -45 -0.5%
RWA
2111
Redmont Wealth Advisors
Illinois
$300K
GWA
2112
GGM Wealth Advisors
Maryland
$300K +$405 +12 +0.1%
BAG
2113
Briggs Advisory Group
Rhode Island
$299K
NRI
2114
NFP Retirement Inc
California
$299K +$18.2K +538 +6%
9WM
2115
9258 Wealth Management
Ohio
$298K -$50K -1,480 -14%
QIM
2116
Quest Investment Management
Oregon
$298K
BCM
2117
Bluefin Capital Management
New York
$298K +$33.8K +1,000 +12%
SPWM
2118
Schrum Private Wealth Management
Florida
$297K -$66.4K -1,966 -18%
PGWM
2119
Pitti Group Wealth Management
New York
$296K -$9.02K -267 -3%
GC
2120
Gratus Capital
Georgia
$296K +$308K +9,130 New
MF
2121
Meridian Financial
Massachusetts
$295K -$42.5K -1,259 -12%
CFG
2122
Carr Financial Group
Massachusetts
$295K -$78.2K -2,315 -22%
RCA
2123
Resonant Capital Advisors
Wisconsin
$295K +$50.6K +1,499 +20%
CCM
2124
Check Capital Management
California
$294K -$40.5K -1,200 -12%
HEIP
2125
Hudson Edge Investment Partners
New Jersey
$294K -$4.02M -119,041 -93%

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.