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

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.25B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.04B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$884M
4
Ameriprise
4
Ameriprise
Minnesota
$585M
5
Deutsche Bank
5
Deutsche Bank
Germany
$407M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
2701
RKL Wealth Management
Pennsylvania
– -$383K -10,293 Closed
LFM
2702
LGT Fund Management
Liechtenstein
– -$372K -10,000 Closed
BMA
2703
Brooks Moore & Associates
Tennessee
– -$371K -9,975 Closed
AT
2704
Arvest Trust
Oklahoma
– -$338K -9,919 Closed
HFM
2705
Hartford Funds Management
Pennsylvania
– -$363K -9,759 Closed
BFA
2706
Beaumont Financial Advisors
Massachusetts
– -$349K -9,380 Closed
IAIM
2707
Industrial Alliance Investment Management
Quebec, Canada
– -$348K -9,363 Closed
GA
2708
Greytown Advisors
Florida
– -$345K -9,264 Closed
BC
2709
Brookfield Corp
Ontario, Canada
– -$341K -9,180 Closed
NWM
2710
NEIRG Wealth Management
Massachusetts
– -$336K -9,046 Closed
KS
2711
Karpas Strategies
Connecticut
– -$325K -8,740 Closed
QIM
2712
Quantitative Investment Management
Virginia
– -$314K -8,460 Closed
GWM
2713
GSB Wealth Management
Connecticut
– -$312K -8,395 Closed
BCM
2714
Buckhead Capital Management
Georgia
– -$311K -8,372 Closed
CWA
2715
CM Wealth Advisors
Ohio
– -$287K -8,278 Closed
LPT
2716
Legacy Private Trust
Wisconsin
– -$307K -8,256 Closed
Edgewood Management
2717
Edgewood Management
Connecticut
– -$301K -8,096 Closed
TDC
2718
Thompson Davis & Co
Virginia
– -$295K -7,930 Closed
MM
2719
MQS Management
New York
– -$293K -7,889 Closed
BWM
2720
Baron Wealth Management
Michigan
– -$287K -7,723 Closed
LGG
2721
Luts & Greenleigh Group
Maryland
– -$286K -7,689 Closed
KWS
2722
Keystone Wealth Services
California
– -$286K -7,682 Closed
CFO
2723
CVA Family Office
Colorado
– -$286K -7,680 Closed
HVP
2724
Hudson Value Partners
Florida
– -$284K -7,645 Closed
GPA
2725
Guerra Pan Advisors
New Jersey
– -$284K -7,625 Closed
107 108
109
110 111