Verizon
2,832 hedge funds and large institutions have $98.9B invested in Verizon in 2023 Q4 according to their latest regulatory filings, with 377 funds opening new positions, 904 increasing their positions, 1,412 reducing their positions, and 112 closing their positions.
237% more first-time investments, than exits
New positions opened: 377 | Existing positions closed: 112
56% more capital inflows, than outflows
Capital inflows: $5.88B | Capital outflows: $3.77B
49% more funds holding in top 10
Funds holding in top 10: 37 → 55 (+18)
8% more funds holding
Funds holding: 2,612 → 2,832 (+220)
1.26% more ownership
Funds ownership: 61.07% → 62.33% (+1.3%)
9% more call options, than puts
Call options by funds: $1.95B | Put options by funds: $1.79B
36% less repeat investments, than reductions
Existing positions increased: 904 | Existing positions reduced: 1,412
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$432M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$385M |
| 3 |
State Street
Boston,
Massachusetts
|
+$323M |
| 4 |
BlackRock
New York
|
+$318M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$246M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$178M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$166M |
| 3 |
California Public Employees Retirement System
Sacramento,
California
|
-$132M |
| 4 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$128M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$128M |
VZ Hedge Fund Activity: Q4 2023 in Review
2,832 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q4 2023, worth a combined $98.9B — up 19% from $83.4B a quarter earlier.
Buyers outnumbered sellers: 377 funds opened new VZ positions and 112 closed out — a net gain of 265 holders — while 904 added to existing stakes and 1,412 trimmed.
The largest buyer was Capital World Investors, adding an estimated $432M. The largest seller was Charles Schwab, cutting an estimated $178M.
- 2,832 institutional investors held Verizon (VZ) as of Q4 2023, up from 2,612 in Q3 2023.
- Funds reported $98.9B of Verizon stock for Q4 2023, up 19% quarter-over-quarter.
- 377 funds opened new Verizon positions in Q4 2023 and 112 closed out, a net change of +265 holders.
- The largest Verizon buyer in Q4 2023 was Capital World Investors, an estimated $432M added.
- The largest Verizon seller in Q4 2023 was Charles Schwab, an estimated $178M sold.
Based on aggregated 13F filings for Q4 2023.