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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
Edgewood Management
2251
Edgewood Management
Connecticut
$330K
SAM
2252
Sawgrass Asset Management
Florida
$329K -$3.36M -85,284 -91%
FC
2253
Fusion Capital
South Carolina
$329K +$19.8K +503 +6%
HIP
2254
HUB Investment Partners
Texas
$329K +$333K +8,452 New
MWM
2255
Merriman Wealth Management
Washington
$328K +$3.39K +86 +1%
GG
2256
Greenwood Gearhart
Arkansas
$327K -$64.4K -1,634 -16%
WAM
2257
Weinberger Asset Management
California
$326K +$158 +4 +0%
PPWM
2258
Paragon Private Wealth Management
Kentucky
$325K -$6.47K -164 -2%
KA
2259
Kooman & Associates
Pennsylvania
$325K +$330K +8,359 New
TLFA
2260
True Link Financial Advisors
California
$325K
BWA
2261
Beam Wealth Advisors
Louisiana
$324K -$15.4K -390 -4%
GGS
2262
Galvin Gaustad & Stein
Arizona
$323K +$4.61K +117 +1%
FWP
2263
Firethorn Wealth Partners
Georgia
$323K -$85.4K -2,166 -21%
EM
2264
ELCO Management
New York
$322K +$25.6K +648 +9%
MAM
2265
Mystic Asset Management
Rhode Island
$321K -$155K -3,937 -32%
LT
2266
Legacy Trust
Michigan
$321K -$1.5K -38 -0.5%
KWS
2267
Keystone Wealth Services
California
$319K -$50.3K -1,276 -13%
NRI
2268
NFP Retirement Inc
California
$319K +$10.3K +262 +3%
FNWM
2269
Financial Network Wealth Management
Utah
$319K -$26.9K -682 -8%
FDDB
2270
Fidelity D&D Bancorp
Pennsylvania
$318K +$299K +7,585 New
SL
2271
Sentry LLC
Tennessee
$318K +$323K +8,181 New
CPC
2272
Congress Park Capital
New York
$318K +$1.97K +50 +0.6%
RTC
2273
Riverview Trust Company
Washington
$318K +$4.5K +114 +1%
LWM
2274
Lodestone Wealth Management
Washington
$318K +$434 +11 +0.1%
TAM
2275
Taurus Asset Management
New York
$317K -$14.9K -379 -4%

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.