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Verizon
VZ

Overview Fund Activity

2,593 hedge funds and large institutions have $83.2B invested in Verizon in 2023 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 1,015 increasing their positions, 1,285 reducing their positions, and 259 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,593
Holders Change
-154
Holders Change %
-5.61%
% of All Funds
41.34%
Holding in Top 10
37
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.76%
% of All Funds
0.59%
New
134
Increased
1,015
Reduced
1,285
Closed
259
Calls
$1.36B
Puts
$1.33B
Net Calls
+$34.1M
Net Calls Change
-$279M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$747M
2
UBS AM
UBS AM
Illinois
$850M
3
Millennium Management
Millennium Management
New York
$152M
4
Charles Schwab
Charles Schwab
California
$3.15B
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$220M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.25B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.04B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$884M
4
Ameriprise
Ameriprise
Minnesota
$585M
5
Deutsche Bank
Deutsche Bank
Germany
$407M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFASL
2576
Lugano Financial Advisors SA (LFA)
Switzerland
$2.92K +$2.92K +90 New
CIM
2577
Contravisory Investment Management
Massachusetts
$2.82K – – –
TWD
2578
True Wealth Design
Ohio
$2.76K – – –
EAM
2579
Eukles Asset Management
Ohio
$2.66K – – –
GWSA
2580
Global Wealth Strategies & Associates
Colorado
$2.63K – – –
BFA
2581
BBJS Financial Advisors
Washington
$2.48K – – –
DF
2582
DecisionPoint Financial
Arizona
$1.78K +$1.78K +55 New
RF
2583
Robbins Farley
New Hampshire
$1.46K -$63.3K -1,953 -98%
RTL
2584
Red Tortoise LLC
Georgia
$1.43K -$2.56K -79 -64%
WA
2585
WestEnd Advisors
North Carolina
$1.36K +$1.36K +42 New
HFM
2586
Harvest Fund Management
China
$1K -$20.2K -847 -95%
RBC
2587
Roble Belko & Company
Pennsylvania
$1K – – –
SFCL
2588
Strengthening Families & Communities LLC
Massachusetts
$1K +$30 +1 +3%
CAM
2589
ClariVest Asset Management
California
$1K +$1K +37 New
MS
2590
Mizuho Securities
Japan
$972 -$48.3K -1,490 -98%
YAL
2591
Your Advocates Ltd
Texas
$843 – – –
DWA
2592
Dougherty Wealth Advisers
Minnesota
$810 – – –
DWA
2593
Delos Wealth Advisors
Texas
$700 – – –
SPWM
2594
Spartan Planning & Wealth Management
North Carolina
$194 +$194 +6 New
KIG
2595
Kessler Investment Group
Indiana
$130 – – –
CVA
2596
Ceredex Value Advisors
Florida
– -$51.5M -1,384,086 Closed
ORIO
2597
Old Republic International (ORI)
Illinois
– -$51.3M -1,379,100 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2598
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$42.2M -1,134,501 Closed
SFI
2599
Susquehanna Fundamental Investments
Pennsylvania
– -$35.7M -960,704 Closed
CS
2600
Clear Street
New York
– -$30.3M -814,800 Closed
102 103
104
105 106