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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
UL
2426
Unionview LLC
Washington
$262K +$25.4K +645 +11%
PSC
2427
Prentiss Smith & Co
Vermont
$261K +$7.57K +192 +3%
AF
2428
AtlasMark Financial
Texas
$261K +$265K +6,710 New
CFO
2429
Callan Family Office
Pennsylvania
$261K +$61K +1,546 +30%
VCM
2430
Vigilant Capital Management
Maine
$259K +$26.1K +661 +11%
SIC
2431
Sterling Investment Counsel
New York
$258K -$18.3K -463 -7%
SFS
2432
Security Financial Services
Indiana
$258K
SWM
2433
SFG Wealth Management
Maryland
$258K +$262K +6,632 New
RPWA
2434
Regent Peak Wealth Advisors
Georgia
$257K -$73.5K -1,863 -22%
MW
2435
MBL Wealth
North Carolina
$256K +$260K +6,592 New
SB
2436
Sunflower Bank
Texas
$256K +$30K +760 +13%
ECM
2437
Exchange Capital Management
Michigan
$256K +$15.1K +384 +6%
CWP
2438
Core Wealth Partners
California
$256K -$69.4K -1,760 -21%
FVWA
2439
Foster Victor Wealth Advisors
South Carolina
$256K -$19K -483 -7%
ETIA
2440
Epic Trust Investment Advisors
Washington
$255K +$259K +6,566 New
WGAM
2441
Wilkinson Global Asset Management
New York
$255K -$51.3K -1,300 -17%
HWMG
2442
Hurlow Wealth Management Group
Indiana
$255K +$2.09K +53 +0.8%
WAC
2443
William Allan Corp
Colorado
$255K +$22.5K +570 +10%
AWM
2444
Avaii Wealth Management
Wisconsin
$253K -$10.8K -274 -4%
KAM
2445
KEB Asset Management
Illinois
$253K +$26.1K +661 +11%
DPI
2446
Diversified Portfolios Inc
Michigan
$253K -$58.8K -1,492 -19%
WF
2447
WoodTrust Financial
Wisconsin
$253K
PIA
2448
Powell Investment Advisors
Florida
$252K -$3.23K -82 -1%
HCA
2449
Harbour Capital Advisors
Virginia
$252K +$55.5K +1,407 +28%
SRC
2450
Sage Rhino Capital
California
$251K +$255K +6,466 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.