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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
MSFP
2701
Mark Sheptoff Financial Planning
Connecticut
$89.8K -$169K -4,200 -66%
CC
2702
Cultivar Capital
Texas
$86.6K +$84.6K +2,100 New
LWA
2703
Lowe Wealth Advisors
Maryland
$85.7K -$16.8K -416 -17%
AT
2704
Avalon Trust
New Mexico
$84.5K – – –
SFFS
2705
Stonehage Fleming Financial Services
Jersey
$83.8K -$50.5K -1,252 -38%
TFF
2706
The Family Firm
Maryland
$83.2K +$81.3K +2,016 New
POIA
2707
Pin Oak Investment Advisors
Texas
$83K – – –
TFA
2708
Transamerica Financial Advisors
Florida
$83K – – –
BIA
2709
Bell Investment Advisors
California
$82.9K +$4.55K +113 +6%
AWM
2710
Ameliora Wealth Management
Switzerland
$82.5K – – –
KWAG
2711
Kiely Wealth Advisory Group
North Carolina
$81.9K +$2.98K +74 +4%
MLA
2712
MB, Levis & Associates
Pennsylvania
$77.5K +$282 +7 +0.4%
CCMW
2713
Cypress Capital Management (Wyoming)
Wyoming
$76.7K – – –
OCM
2714
Osterweis Capital Management
California
$76K – – –
CH
2715
Canton Hathaway
Rhode Island
$73K – – –
LFASL
2716
Lugano Financial Advisors SA (LFA)
Switzerland
$72.6K – – –
RTL
2717
Red Tortoise LLC
Georgia
$72K +$60.5K +1,500 +607%
PCTC
2718
Perkins Coie Trust Company
Washington
$72K – – –
BFP
2719
Briaud Financial Planning
Texas
$69K -$8.22K -204 -11%
IHWM
2720
Iron Horse Wealth Management
Iowa
$68.3K – – –
TCM
2721
Tradewinds Capital Management
Washington
$68.1K -$8.5K -211 -11%
SC
2722
Swan Capital
Florida
$68K +$66.5K +1,649 New
TIM
2723
Thompson Investment Management
Wisconsin
$65.2K – – –
SAG
2724
Spotlight Asset Group
Illinois
$62.9K – – –
BAM
2725
Bellevue Asset Management
Washington
$62.6K -$22.5K -558 -27%
107 108
109
110 111

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.