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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
FWTB
2151
First Western Trust Bank
Colorado
$391K +$20.4K +517 +5%
AOI
2152
Auto-Owners Insurance
Michigan
$390K
LAM
2153
L2 Asset Management
Massachusetts
$389K +$16.9K +429 +4%
CM
2154
Cohanzick Management
New York
$389K -$750K -19,023 -66%
SIA
2155
Schear Investment Advisers
Ohio
$387K -$29.4K -746 -7%
EIA
2156
Eldridge Investment Advisors
New Hampshire
$387K -$7.49K -190 -2%
FWSM
2157
First Wilshire Securities Management
California
$387K
D
2158
Diversified
Delaware
$385K +$29.1K +738 +8%
MG
2159
Marex Group
$385K +$391K +9,904 New
GG
2160
Gleason Group
Kentucky
$384K +$1.7K +43 +0.4%
MHR
2161
Matthew Hamilton Rosenberg
$383K -$29.9K -759 -7%
VFG
2162
V2 Financial group
Illinois
$383K +$70.1K +1,777 +22%
ATFA
2163
All Terrain Financial Advisors
Minnesota
$383K +$74.8K +1,896 +24%
TWM
2164
TriaGen Wealth Management
California
$382K
NFG
2165
Nadler Financial Group
Illinois
$382K
AWA
2166
Acorn Wealth Advisors
Michigan
$382K +$42K +1,064 +12%
GPA
2167
Guerra Pan Advisors
New Jersey
$379K +$24.1K +610 +7%
NP
2168
Nilsine Partners
Colorado
$379K +$384K +9,735 New
CCP
2169
Cassia Capital Partners
North Carolina
$378K -$11.4K -288 -3%
HG
2170
Harbor Group
New Hampshire
$378K +$43.1K +1,092 +13%
C
2171
CEDRUS
Colorado
$377K -$6.43K -163 -2%
SCM
2172
Silvant Capital Management
Georgia
$377K
GA
2173
Greenspring Advisors
Maryland
$375K +$75.3K +1,910 +25%
BCM
2174
Buckhead Capital Management
Georgia
$375K +$16.2K +412 +4%
RGC
2175
Roberts, Glore & Co
Illinois
$375K +$4.65K +118 +1%

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.