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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
RWA
2451
River Wealth Advisors
Pennsylvania
$251K -$1.15M -29,152 -82%
VIM
2452
VELA Investment Management
Ohio
$250K
III
2453
Independent Investors Inc
New York
$250K
HHGA
2454
Halbert Hargrove Global Advisors
California
$249K +$37.3K +945 +17%
MCM
2455
MV Capital Management
Maryland
$249K +$79.2K +2,009 +46%
AI
2456
Accredited Investors
Minnesota
$249K +$39.9K +1,013 +19%
SIA
2457
Sage Investment Advisers
New York
$248K +$14.2K +359 +6%
BDFN
2458
Bond & Devick Financial Network
Minnesota
$247K +$35.5K +900 +16%
TCM
2459
Towercrest Capital Management
Pennsylvania
$246K -$48.6K -1,232 -16%
B
2460
Bridgeworth
Alabama
$246K -$18K -457 -7%
LIA
2461
LS Investment Advisors
Michigan
$245K -$23.2K -588 -9%
GA
2462
GFS Advisors
Texas
$245K
FMP
2463
Financial Management Professionals
Texas
$245K +$41.1K +1,043 +20%
CWM
2464
CarsonAllaria Wealth Management
Illinois
$245K +$1.77K +45 +0.7%
SC
2465
Saturna Capital
Washington
$243K +$29.1K +737 +13%
CAM
2466
Concorde Asset Management
Michigan
$243K -$46.3K -1,173 -16%
WHCI
2467
W.H. Cornerstone Investments
Massachusetts
$243K +$3.87K +98 +2%
AGC
2468
Aspen Grove Capital
Colorado
$243K -$66.7K -1,691 -21%
SLT
2469
St Louis Trust
Missouri
$243K
SMA
2470
Sage Mountain Advisors
Georgia
$242K +$27.5K +697 +13%
DCBT
2471
Dakota Community Bank & Trust
North Dakota
$242K +$43.9K +1,112 +22%
CF
2472
Corrigan Financial
Rhode Island
$242K -$8.83K -224 -3%
CWP
2473
Curated Wealth Partners
California
$242K +$17.7K +450 +8%
MIM
2474
Merrion Investment Management
New Jersey
$242K -$1.18K -30 -0.5%
JWM
2475
JGP Wealth Management
Oregon
$242K -$451K -11,442 -65%

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.