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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
SIM
2201
SSI Investment Management
California
$361K -$70.6K -1,789 -16%
THWM
2202
Taylor Hoffman Wealth Management
Virginia
$361K +$117K +2,958 +47%
RWA
2203
Redmont Wealth Advisors
Illinois
$360K -$233K -5,905 -39%
BAG
2204
Briggs Advisory Group
Rhode Island
$359K
AA
2205
Alesco Advisors
New York
$359K +$364K +9,219 New
HWA
2206
Heritage Wealth Advisors
Virginia
$358K -$8.52K -216 -2%
BMC
2207
Benin Management Corp
Connecticut
$357K +$18K +456 +5%
FWA
2208
FSM Wealth Advisors
Ohio
$357K +$52.2K +1,324 +17%
HFM
2209
Hartford Funds Management
Pennsylvania
$357K +$68.3K +1,731 +23%
MSE
2210
MUFG Securities EMEA
United Kingdom
$356K
ATWA
2211
Arbor Trust Wealth Advisors
Michigan
$355K -$233K -5,920 -39%
TA
2212
TruWealth Advisors
Louisiana
$354K -$9.84M -249,555 -96%
LPT
2213
Legacy Private Trust
Wisconsin
$354K -$202K -5,133 -36%
CGA
2214
Crescent Grove Advisors
Illinois
$354K -$393K -9,955 -52%
TWP
2215
Tower Wealth Partners
Pennsylvania
$354K +$63.4K +1,608 +21%
WW
2216
Waterfront Wealth
Kansas
$354K -$7.45K -189 -2%
HWA
2217
HCR Wealth Advisors
California
$354K +$868 +22 +0.2%
GAB
2218
German American Bancorp
Indiana
$353K -$3.71K -94 -1%
HTHT
2219
Hemenway Trust Hemenway Trust
New Hampshire
$353K -$11.8K -300 -3%
BBW
2220
Blue Barn Wealth
Utah
$353K +$152K +3,850 +74%
WC
2221
Westhampton Capital
North Carolina
$353K +$39.4K +1,000 +12%
B
2222
BetterWealth
California
$352K +$1.81K +46 +0.5%
JJBC
2223
James J. Burns & Company
New York
$352K +$357K +9,040 New
FCAG
2224
First Capital Advisors Group
New Jersey
$350K -$66.8K -1,694 -16%
AWM
2225
Affinity Wealth Management
Delaware
$350K +$39 +1 +0%

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.