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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
CBT
2126
Central Bank & Trust
Kentucky
$404K -$46.4K -1,176 -10%
PPG
2127
Peak Planning Group
Colorado
$404K -$41.7K -1,057 -9%
WAS
2128
Wealth Advisory Solutions
Indiana
$403K -$275K -6,977 -40%
PCP
2129
Proficio Capital Partners
Massachusetts
$402K -$79.9K -2,027 -16%
BFG
2130
Bouchey Financial Group
New York
$402K +$53.4K +1,355 +15%
BWP
2131
Bernardo Wealth Planning
Pennsylvania
$401K +$10.4K +264 +3%
PFA
2132
Petra Financial Advisors
Colorado
$401K +$23.7K +600 +6%
RPCONE
2133
Retirement Planning Company of New England
Rhode Island
$401K +$26.1K +661 +7%
OCM
2134
Orion Capital Management
California
$400K
MAM
2135
Meeder Asset Management
Ohio
$399K +$52.8K +1,340 +15%
GWP
2136
Gateway Wealth Partners
Wisconsin
$399K +$83K +2,104 +26%
WWA
2137
WCG Wealth Advisors
Nevada
$399K +$405K +10,271 New
BWAM
2138
Boyd Watterson Asset Management
Ohio
$398K +$34K +863 +9%
AWG
2139
Altus Wealth Group
Colorado
$398K -$16.5K -419 -4%
PWC
2140
PYA Waltman Capital
Tennessee
$397K +$123K +3,113 +44%
PWMG
2141
Prestige Wealth Management Group
New Jersey
$397K +$50.5K +1,280 +14%
FCP
2142
Fidelis Capital Partners
Florida
$396K +$413K +10,480 New
EA
2143
Eudaimonia Advisors
Tennessee
$395K -$18K -457 -4%
IP
2144
Intellectus Partners
California
$394K -$5.48K -139 -1%
PSP
2145
Pacific Sage Partners
Washington
$394K -$32.4K -821 -7%
QIM
2146
Quest Investment Management
Oregon
$394K -$48.1K -1,220 -11%
RCI
2147
RS Crum Inc
California
$392K +$39 +1 +0%
NWM
2148
NEIRG Wealth Management
Massachusetts
$392K +$13.4K +340 +3%
BFA
2149
Beaumont Financial Advisors
Massachusetts
$391K +$31.6K +802 +9%
WF
2150
Wayfinding Financial
Washington
$391K +$36.5K +926 +10%

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.