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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
FAFN
2351
First Affirmative Financial Network
Colorado
$286K +$23.1K +586 +9%
HVM
2352
Harvest Volatility Management
Connecticut
$285K +$291K +7,372 New
AHB
2353
Abner Herrman & Brock
New Jersey
$284K +$288K +7,307 New
BCM
2354
Bluefin Capital Management
New York
$284K -$778K -19,737 Closed
GWM
2355
Gitterman Wealth Management
New Jersey
$284K -$12.3K -312 -4%
LCM
2356
LCM Capital Management
Illinois
$284K +$7.3K +185 +3%
TA
2357
TFB Advisors
Kansas
$283K +$47.7K +1,210 +20%
BOM
2358
Bank of Marin
California
$283K +$43.4K +1,100 +18%
SL
2359
Sentinus LLC
Illinois
$283K +$287K +7,281 New
Loomis, Sayles & Company
2360
Loomis, Sayles & Company
Massachusetts
$282K -$467K -11,846 -62%
AR
2361
Advisory Research
Illinois
$281K
SBWIC
2362
Schaper Benz & Wise Investment Counsel
Wisconsin
$280K +$8.16K +207 +3%
TWA
2363
Talisman Wealth Advisors
New Jersey
$280K +$22K +558 +8%
AWA
2364
Amplius Wealth Advisors
Pennsylvania
$279K -$2.21K -56 -0.8%
RWA
2365
Rainsberger Wealth Advisors
Colorado
$279K +$283K +7,178 New
NME
2366
Notis-McConarty Edward
$279K -$39.4K -1,000 -12%
CPC
2367
Consolidated Planning Corp
Georgia
$279K +$67.6K +1,715 +31%
CWA
2368
Carolina Wealth Advisors
South Carolina
$279K -$12.4K -314 -4%
SCM
2369
SOL Capital Management
Maryland
$279K
FFC
2370
First Financial Corp
Indiana
$278K -$10.9K -277 -4%
WCM
2371
Weik Capital Management
Pennsylvania
$278K -$4.93K -125 -2%
CIAS
2372
CFS Investment Advisory Services
New Jersey
$278K +$282K +7,150 New
AIP
2373
Ahrens Investment Partners
Louisiana
$278K -$8.01K -203 -3%
MAM
2374
McLean Asset Management
Virginia
$278K -$23.7K -602 -8%
CPA
2375
Capital Planning Advisors
California
$278K +$25.6K +649 +10%

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.