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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$13.6B -$230M -5,829,111 -2%
BlackRock
2
BlackRock
New York
$13B +$81.5M +2,066,003 +0.6%
State Street
3
State Street
Massachusetts
$6.49B -$335M -8,491,100 -5%
Charles Schwab
4
Charles Schwab
California
$3.45B +$136M +3,448,893 +4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.11B +$13.4M +339,775 +0.4%
Morgan Stanley
6
Morgan Stanley
New York
$2.96B +$317M +8,047,418 +12%
Bank of America
7
Bank of America
North Carolina
$2.8B +$393M +9,954,023 +16%
Norges Bank
8
Norges Bank
Norway
$1.84B +$31.4M +795,339 +2%
Northern Trust
9
Northern Trust
Illinois
$1.81B -$18M -456,480 -1%
JP Morgan Chase
10
JP Morgan Chase
New York
$1.79B -$85.2M -2,161,566 -4%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$1.52B +$26.9M +681,931 +2%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$1.46B -$420M -10,643,197 -22%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.3B -$34.3M -869,406 -3%
OIAM
14
OFI Invest Asset Management
France
$1.16B +$1.78B +45,261,582 New
Legal & General Group
15
Legal & General Group
United Kingdom
$1.14B +$5.09M +128,954 +0.4%
Ameriprise
16
Ameriprise
Minnesota
$1.1B +$92.6M +2,348,393 +9%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$1.09B -$291M -7,391,574 -21%
Capital Research Global Investors
18
Capital Research Global Investors
California
$1.08B -$48.9M -1,239,116 -4%
Invesco
19
Invesco
Georgia
$1.05B -$2.52M -63,948 -0.2%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$976M +$18.9M +478,604 +2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$970M +$24.8M +628,550 +3%
Wells Fargo
22
Wells Fargo
California
$874M +$51.7M +1,311,257 +6%
Goldman Sachs
23
Goldman Sachs
New York
$840M +$295M +7,485,799 +53%
UBS AM
24
UBS AM
Illinois
$787M -$83.2M -2,109,662 -9%
Federated Hermes
25
Federated Hermes
Pennsylvania
$785M +$177M +4,489,588 +29%

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.