VZ icon

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 %
SFP
2551
Sterling Financial Planning
New Jersey
$208K +$208K +4,964 New
RB
2552
Richmond Brothers
Michigan
$208K -$34.4K -820 -14%
TLCM
2553
Twin Lakes Capital Management
California
$207K +$1.09K +26 +0.5%
CFA
2554
Cahill Financial Advisors
Minnesota
$207K +$207K +4,942 New
AC
2555
ASB Consultores
Florida
$207K -$416K -9,909 -67%
NWA
2556
New World Advisors
Massachusetts
$207K +$207K +4,938 New
SFS
2557
Summit Financial Strategies
Ohio
$207K +$207K +4,935 New
SXL
2558
Summit X LLC
Missouri
$207K +$207K +4,927 New
RCM
2559
Ridgepath Capital Management
Tennessee
$207K +$207K +4,924 New
FIB
2560
First Interstate Bank
Montana
$206K -$37.4K -891 -15%
6F
2561
626 Financial
Michigan
$206K +$206K +4,913 New
MWM
2562
MBE Wealth Management
Wisconsin
$206K +$206K +4,913 New
LA
2563
Lakeside Advisors
Washington
$206K +$206K +4,909 New
PIA
2564
Powell Investment Advisors
Florida
$205K +$205K +4,896 New
EP
2565
Essential Planning
New Hampshire
$205K – – –
SIM
2566
SSI Investment Management
California
$205K -$27.1K -647 -12%
OCBCO
2567
Oversea-Chinese Banking Corp (OCBC)
Singapore
$204K +$204K +4,864 New
MFC
2568
Morris Financial Concepts
South Carolina
$204K +$204K +4,858 New
PWM
2569
Prosperity Wealth Management
California
$204K +$204K +4,852 New
AWM
2570
AAF Wealth Management
Massachusetts
$204K -$49K -1,169 -19%
AC
2571
Applied Capital
Arkansas
$204K +$204K +4,851 New
WWG
2572
West Wealth Group
California
$203K +$203K +4,845 New
BBWA
2573
Bell & Brown Wealth Advisors
California
$203K -$39.6K -943 -16%
EB
2574
Exchange Bank
California
$203K -$20.4K -485 -9%
OPWM
2575
Oxinas Partners Wealth Management
Indiana
$203K +$203K +4,828 New
101 102
103
104 105