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Verizon
VZ

2,887 hedge funds and large institutions have $109B invested in Verizon in 2024 Q2 according to their latest regulatory filings, with 182 funds opening new positions, 1,241 increasing their positions, 1,226 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 119

21% more call options, than puts

Call options by funds: $1.68B | Put options by funds: $1.39B

1% more repeat investments, than reductions

Existing positions increased: 1,241 | Existing positions reduced: 1,226

1% more funds holding

Funds holding: 2,863 → 2,887 (+24)

0.07% less ownership

Funds ownership: 62.83% → 62.76% (-0.07%)

2% less capital invested

Capital invested by funds: $111B → $109B (-$1.72B)

11% less funds holding in top 10

Funds holding in top 10: 62 → 55 (-7)

Holders
2,887
Holders Change
+24
Holders Change %
+0.84%
% of All Funds
41.7%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
0.79%
New
182
Increased
1,241
Reduced
1,226
Closed
119
Calls
$1.68B
Puts
$1.39B
Net Calls
+$290M
Net Calls Change
-$90.6M

Top Buyers

1
BlackRock
BlackRock
New York
+$299M
2
UBS AM
UBS AM
Illinois
+$294M
3
Amundi
Amundi
France
+$242M
4
Swedbank
Swedbank
Sweden
+$207M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$119M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$309M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$287M
3
SOMRS
State of Michigan Retirement System
Michigan
-$238M
4
Holocene Advisors
Holocene Advisors
New York
-$223M
5
Citadel Advisors
Citadel Advisors
Florida
-$192M
Name Holding Trade Value Shares
Change 		Change in
Stake
BSG
2601
Black Swift Group
Colorado
$206K +$202K +5,000 New
TCOTS
2602
Trust Company of the South
North Carolina
$206K – – –
HWM
2603
HFR Wealth Management
New York
$206K – – –
OW
2604
Olistico Wealth
Oklahoma
$206K +$201K +4,990 New
AAM
2605
Aureus Asset Management
Massachusetts
$205K -$23.8K -591 -11%
TLCM
2606
Twin Lakes Capital Management
California
$205K +$1.17K +29 +0.6%
PWM
2607
Palumbo Wealth Management
New York
$205K -$1.09K -27 -0.5%
SFS
2608
Summit Financial Strategies
Ohio
$205K +$1.37K +34 +0.7%
FWM
2609
Fonville Wealth Management
Virginia
$205K +$6.37K +158 +3%
SFP
2610
Sterling Financial Planning
New Jersey
$205K – – –
AIA
2611
AIMZ Investment Advisors
California
$205K -$2.66K -66 -1%
NWA
2612
New World Advisors
Massachusetts
$204K – – –
VWM
2613
Venturi Wealth Management
Texas
$204K +$76K +1,886 +62%
WWG
2614
West Wealth Group
California
$203K +$3.14K +78 +2%
LC
2615
Landaas & Company
Wisconsin
$202K -$24.6K -610 -11%
PIA
2616
Powell Investment Advisors
Florida
$202K – – –
GA
2617
GSG Advisors
New Jersey
$202K +$195K +4,836 New
SIM
2618
SSI Investment Management
California
$201K -$242 -6 -0.1%
RIM
2619
Rockbridge Investment Management
New York
$201K -$90.5K -2,245 -32%
CWC
2620
Carolinas Wealth Consulting
North Carolina
$201K +$16.9K +420 +9%
WDL
2621
Well Done LLC
Michigan
$201K +$196K +4,863 New
DAC
2622
Dividend Assets Capital
South Carolina
$201K -$22.2K -550 -10%
AWM
2623
AAF Wealth Management
Massachusetts
$200K +$363 +9 +0.2%
OPWM
2624
Oxinas Partners Wealth Management
Indiana
$200K +$967 +24 +0.5%
AC
2625
Applied Capital
Arkansas
$200K – – –
103 104
105
106 107

VZ Hedge Fund Activity: Q2 2024 in Review

2,887 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q2 2024, worth a combined $109B — down 1.6% from $111B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new VZ positions and 119 closed out — a net gain of 63 holders — while 1,241 added to existing stakes and 1,226 trimmed.

The largest buyer was BlackRock, adding an estimated $299M. The largest seller was Bank of America, cutting an estimated $309M.

  • 2,887 institutional investors held Verizon (VZ) as of Q2 2024, up from 2,863 in Q1 2024.
  • Funds reported $109B of Verizon stock for Q2 2024, down 1.6% quarter-over-quarter.
  • 182 funds opened new Verizon positions in Q2 2024 and 119 closed out, a net change of +63 holders.
  • The largest Verizon buyer in Q2 2024 was BlackRock, an estimated $299M added.
  • The largest Verizon seller in Q2 2024 was Bank of America, an estimated $309M sold.

Based on aggregated 13F filings for Q2 2024.