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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
LGG
2301
Luts & Greenleigh Group
Maryland
$305K +$4.85K +123 +2%
EFM
2302
E Fund Management
China
$304K -$12.1K -308 -4%
EFL
2303
ERn Financial LLC
Wisconsin
$304K +$102K +2,592 +50%
OWA
2304
Opal Wealth Advisors
New York
$303K +$63.5K +1,611 +26%
HP
2305
Hikari Power
Japan
$303K
BWA
2306
Burt Wealth Advisors
Maryland
$302K +$20.4K +518 +7%
PWM
2307
Paulson Wealth Management
Illinois
$302K +$15.2K +385 +5%
FFWM
2308
Future Financial Wealth Management
Ohio
$301K -$63.9K -1,621 -17%
ACP
2309
Aviance Capital Partners
Florida
$301K +$28.2K +715 +10%
SAF
2310
Smith Anglin Financial
Texas
$301K +$13.9K +352 +5%
BBWA
2311
Bell & Brown Wealth Advisors
California
$299K -$28.7K -727 -9%
TPWM
2312
Twelve Points Wealth Management
Massachusetts
$298K +$28.9K +732 +11%
OPPS
2313
Obsidian Personal Planning Solutions
Maryland
$297K -$4.73K -120 -2%
FMN
2314
Financial Management Network
California
$297K -$907 -23 -0.3%
TCM
2315
Tandem Capital Management
New Jersey
$297K +$158 +4 +0.1%
DLHL
2316
Donald L. Hagan LLC
Florida
$295K +$158 +4 +0.1%
EBA
2317
Eagle Bay Advisors
New York
$295K -$20.5K -520 -6%
MFC
2318
Morris Financial Concepts
South Carolina
$294K -$12.9K -327 -4%
AWP
2319
Atlas Wealth Partners
Pennsylvania
$294K
JWA
2320
JFS Wealth Advisors
Pennsylvania
$294K -$79.7K -2,021 -21%
RCA
2321
Resonant Capital Advisors
Wisconsin
$294K -$141K -3,563 -32%
LIA
2322
LBMC Investment Advisors
Tennessee
$293K +$1.38K +35 +0.5%
WIC
2323
Wilkins Investment Counsel
Massachusetts
$293K
TCOK
2324
Trust Company of Kansas
Kansas
$293K +$66.6K +1,689 +29%
WIA
2325
World Investment Advisors
California
$293K

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.