We are live on ! Find out more

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
PBO
2326
Peoples Bank (Ohio)
Ohio
$293K -$51.5K -1,307 -15%
GC
2327
Gratus Capital
Georgia
$293K -$148K -3,756 -33%
AA
2328
Altrafin AG
$293K +$297K +7,527 New
WFA
2329
WestHill Financial Advisors
California
$293K -$31.3K -793 -10%
BPFA
2330
Barnes Pettey Financial Advisors
Mississippi
$292K -$136K -3,445 -31%
GFG
2331
Goldstone Financial Group
Illinois
$292K +$296K +7,510 New
AC
2332
Addison Capital
Pennsylvania
$292K -$171K -4,341 -37%
JC
2333
Jentner Corp
Ohio
$292K +$749 +19 +0.3%
SPA
2334
Sherbrooke Park Advisers
New York
$292K -$189K -4,800 -39%
HWM
2335
Howard Wealth Management
Connecticut
$292K
MAG
2336
Mayfair Advisory Group
Alabama
$291K +$33K +837 +13%
RVPG
2337
Relative Value Partners Group
$290K +$294K +7,463 New
ES
2338
ETF Store
Kansas
$290K +$45.3K +1,149 +17%
VAG
2339
VisionPoint Advisory Group
Texas
$290K -$19.6K -497 -6%
BFC
2340
Bedel Financial Consulting
Indiana
$290K -$15.5K -393 -5%
PS
2341
Planned Solutions
California
$289K +$20.6K +523 +8%
CFO
2342
CVA Family Office
Colorado
$289K +$108K +2,727 +58%
HVP
2343
Hudson Value Partners
Florida
$289K
ATI
2344
Act Two Investors
California
$289K +$293K +7,420 New
NF
2345
Norwood Financial
Pennsylvania
$288K
CSPAM
2346
Cary Street Partners Asset Management
Virginia
$287K +$25.8K +654 +10%
WAOI
2347
Wealth Advisors of Iowa
Iowa
$287K -$471K -11,945 -62%
RCG
2348
Rock Creek Group
District of Columbia
$287K -$46.4K -1,176 -14%
AFA
2349
American Financial Advisors
Georgia
$287K -$23.5K -596 -7%
TFCP
2350
Twin Focus Capital Partners
Massachusetts
$286K +$290K +7,355 New

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.