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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
ONSWM
2176
Old North State Wealth Management
North Carolina
$375K +$159K +4,035 +72%
CCG
2177
Chatham Capital Group
Georgia
$374K -$74.9K -1,900 -17%
AC
2178
AIFG Consultants
New York
$373K +$17.3K +439 +5%
SFG
2179
StrategIQ Financial Group
Indiana
$373K -$7.89K -200 -2%
SCG
2180
Sonata Capital Group
Washington
$372K
PGIM
2181
Pacific Global Investment Management
California
$372K -$35.4K -898 -9%
BC
2182
Barrett & Company
Rhode Island
$372K +$52.3K +1,325 +16%
AFT
2183
Alpha Family Trust
California
$371K +$53K +1,345 +16%
TRIA
2184
Trail Ridge Investment Advisors
Colorado
$370K -$60.3K -1,530 -14%
WAG
2185
Winthrop Advisory Group
Massachusetts
$369K +$3.35K +85 +0.9%
MF
2186
Meridian Financial
Massachusetts
$368K +$50.7K +1,286 +16%
KFC
2187
Klingenstein Fields & Co
New York
$368K +$6.74K +171 +2%
ARC
2188
Advisor Resource Council
Texas
$367K +$367K +9,310 New
SWP
2189
Semus Wealth Partners
Florida
$367K -$32.7K -830 -8%
MTWM
2190
Masso Torrence Wealth Management
New Jersey
$367K -$159K -4,031 -30%
CAWM
2191
Capital Advisors Wealth Management
Washington
$366K -$9.5K -241 -2%
GA
2192
Greytown Advisors
Florida
$364K -$15.2K -385 -4%
TIA
2193
Tiemann Investment Advisors
California
$363K +$86.8K +2,200 +31%
APW
2194
Aurora Private Wealth
New Jersey
$363K +$631 +16 +0.2%
WCM
2195
WealthBridge Capital Management
Ohio
$362K +$21.8K +553 +6%
PCM
2196
Perritt Capital Management
Illinois
$362K +$4.73K +120 +1%
BCM
2197
Boltwood Capital Management
California
$362K +$25K +634 +7%
PGWM
2198
Pitti Group Wealth Management
New York
$361K +$7.97K +202 +2%
RB
2199
Richmond Brothers
Michigan
$361K -$133K -3,365 -27%
MHIC
2200
Marble Harbor Investment Counsel
Massachusetts
$361K -$27.6K -700 -7%

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.