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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
TFS
2226
Thoroughbred Financial Services
Tennessee
$349K -$69.7K -1,768 -16%
BAM
2227
Byrne Asset Management
New Jersey
$349K -$41.4K -1,050 -10%
GCAC
2228
Guardian Capital Advisors (Canada)
Ontario, Canada
$349K +$38.1K +967 +12%
BFG
2229
Barber Financial Group
Kansas
$345K -$4.58K -116 -1%
SCA
2230
SMH Capital Advisors
Texas
$344K -$43.2K -1,095 -11%
MCM
2231
Manchester Capital Management
Vermont
$343K
AC
2232
Avestar Capital
New York
$343K +$5.64K +143 +2%
SI
2233
Symmetry Investments
Jersey
$342K +$347K +8,800 New
EWA
2234
EverSource Wealth Advisors
Alabama
$342K -$9.19K -233 -3%
CFA
2235
Capstone Financial Advisors
Illinois
$341K -$3.23K -82 -0.9%
LF
2236
LifeSteps Financial
California
$340K -$21.8K -553 -6%
KS
2237
Karpas Strategies
Connecticut
$340K +$1.66K +42 +0.5%
PWM
2238
Prentice Wealth Management
New York
$338K +$18.1K +459 +6%
MG
2239
Mather Group
Illinois
$338K -$98.6K -2,501 -22%
HIIFS
2240
Harel Insurance Investments & Financial Services
Israel
$337K +$19.7K +500 +6%
SIC
2241
SFE Investment Counsel
California
$336K +$7.1K +180 +2%
TFA
2242
Triad Financial Advisors
North Carolina
$336K -$9.46K -240 -3%
AWC
2243
Adamsbrown Wealth Consultants
Kansas
$335K +$2.88K +73 +0.9%
MPW
2244
Monterey Private Wealth
California
$335K +$31.6K +801 +10%
EWA
2245
ERTS Wealth Advisors
Michigan
$334K -$41.6K -1,054 -11%
LWM
2246
LJI Wealth Management
Indiana
$334K +$25.7K +651 +8%
MCWS
2247
McKinley Carter Wealth Services
West Virginia
$334K -$174K -4,401 -34%
EIP
2248
Ellis Investment Partners
Pennsylvania
$333K +$3.94K +100 +1%
RSVP
2249
Ramsay Stattman Vela & Price
Colorado
$331K
CWM
2250
Calamos Wealth Management
Illinois
$331K -$261K -6,615 -44%

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.