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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
CBC
2276
Coombe, Bender & Co
New York
$317K +$178K +4,526 +125%
CAGAS
2277
Capital Advisory Group Advisory Services
Minnesota
$316K +$97.6K +2,476 +44%
IWN
2278
Independent Wealth Network
Iowa
$316K +$79 +2 +0%
BWM
2279
Baron Wealth Management
Michigan
$314K +$11K +278 +4%
NFA
2280
Northern Financial Advisors
Michigan
$314K -$97K -2,459 -23%
RF
2281
Rollins Financial
Georgia
$314K +$318K +8,070 New
PTCG
2282
Pring Turner Capital Group
California
$313K -$28.2K -715 -8%
PAM
2283
Peak Asset Management
Colorado
$312K -$9.86K -250 -3%
FAM
2284
Flaharty Asset Management
Florida
$312K -$789 -20 -0.2%
RCWM
2285
Royal Capital Wealth Management
Indiana
$312K +$13K +330 +4%
SIS
2286
Sound Income Strategies
Florida
$312K +$6.03K +153 +2%
VCM
2287
Versant Capital Management
Arizona
$312K +$58.4K +1,482 +23%
WOSD
2288
WFA of San Diego
California
$311K -$46.3K -1,174 -13%
CFA
2289
Compass Financial Advisors
Indiana
$311K -$8.64K -219 -3%
JGIA
2290
Jackson Grant Investment Advisers
Connecticut
$311K -$9.86K -250 -3%
HI
2291
Hendershot Investments
Virginia
$310K -$57.1K -1,447 -15%
ECG
2292
Edge Capital Group
Georgia
$310K -$77.5K -1,964 -20%
MCCA
2293
Mill Creek Capital Advisors
Pennsylvania
$309K -$3.35K -85 -1%
BA
2294
Ballast Advisors
Minnesota
$309K -$45.2K -1,147 -13%
LFA
2295
Laraway Financial Advisors
Minnesota
$306K -$35.1K -890 -10%
MSCM
2296
McElhenny Sheffield Capital Management
Texas
$305K +$9.46K +240 +3%
WTB
2297
Washington Trust Bank
Washington
$305K +$2.05K +52 +0.7%
PG
2298
Prostatis Group
Maryland
$305K +$22K +559 +7%
SPA
2299
Shore Point Advisors
New Jersey
$305K +$28.2K +716 +10%
RWM
2300
RKL Wealth Management
Pennsylvania
$305K -$28K -711 -8%

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.