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Verizon
VZ

Overview Fund Activity

2,843 hedge funds and large institutions have $110B invested in Verizon in 2024 Q1 according to their latest regulatory filings, with 202 funds opening new positions, 1,238 increasing their positions, 1,207 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,843
Holders Change
+35
Holders Change %
+1.25%
% of All Funds
41.21%
Holding in Top 10
62
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.81%
% of All Funds
0.9%
New
202
Increased
1,238
Reduced
1,207
Closed
133
Calls
$2.03B
Puts
$1.66B
Net Calls
+$379M
Net Calls Change
+$219M

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
+$530M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$420M
3
Citadel Advisors
Citadel Advisors
Florida
+$262M
4
Bank of America
Bank of America
North Carolina
+$229M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$193M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.33B
2
BlackRock
BlackRock
New York
-$280M
3
Swedbank
Swedbank
Sweden
-$223M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$182M
5
DZ Bank
DZ Bank
Germany
-$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
2526
Cora Capital Advisors
New Jersey
$214K -$29.6K -705 -12%
ILI
2527
Invesco LLC (Illinois)
Illinois
$214K -$35K -834 -14%
LWM
2528
Lyell Wealth Management
California
$214K -$36.6K -872 -15%
GWCM
2529
Godshalk Welsh Capital Management
Pennsylvania
$214K -$52.5K -1,250 -20%
YWM
2530
Yoder Wealth Management
California
$214K +$214K +5,095 New
HFS
2531
Heritage Financial Services
Massachusetts
$213K -$10.9K -260 -5%
WJA
2532
Willis Johnson & Associates
Texas
$213K +$213K +5,082 New
DIM
2533
DLK Investment Management
California
$213K +$213K +5,079 New
AT
2534
American Trust
Kentucky
$213K +$213K +5,078 New
NMG
2535
New Millennium Group
Utah
$212K +$26.7K +637 +14%
EGWAG
2536
Elwood & Goetz Wealth Advisory Group
Georgia
$211K +$211K +5,034 New
JWWM
2537
Johnson & White Wealth Management
Pennsylvania
$211K +$211K +5,030 New
CCP
2538
Clarity Capital Partners
California
$211K -$119K -2,842 -36%
AIA
2539
AIMZ Investment Advisors
California
$211K -$17.5K -416 -8%
FBB
2540
Fulton Breakefield Broenniman
Maryland
$211K -$38.9K -926 -16%
FWP
2541
Falcon Wealth Planning
California
$211K +$211K +5,020 New
WC
2542
Westhampton Capital
North Carolina
$210K -$29.4K -700 -12%
CWA
2543
Capital Wealth Alliance
Arizona
$210K +$210K +5,011 New
PWM
2544
Palumbo Wealth Management
New York
$210K +$210K +4,999 New
TCOTS
2545
Trust Company of the South
North Carolina
$210K -$41.6K -991 -17%
HWM
2546
HFR Wealth Management
New York
$210K -$197K -4,705 -49%
DIM
2547
Delta Investment Management
California
$209K +$209K +4,992 New
BAM
2548
Bosun Asset Management
Illinois
$209K +$209K +4,992 New
VC
2549
Vicus Capital
Pennsylvania
$209K -$30.2K -720 -13%
MAWA
2550
Moss Adams Wealth Advisors
Washington
$208K +$208K +4,966 New
100 101
102
103 104