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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 %
SMA
2726
Sage Mountain Advisors
Georgia
– -$281K -7,567 Closed
WIC
2727
Wilkins Investment Counsel
Massachusetts
– -$281K -7,544 Closed
GA
2728
Gateway Advisory
New Jersey
– -$278K -7,483 Closed
RFN
2729
Redwood Financial Network
Ohio
– -$274K -7,373 Closed
QC
2730
Quadrature Capital
United Kingdom
– -$273K -7,341 Closed
IAM
2731
Innovis Asset Management
Illinois
– -$270K -7,254 Closed
PWM
2732
Prosperity Wealth Management
California
– -$270K -7,248 Closed
AR
2733
Advisory Research
Illinois
– -$269K -7,220 Closed
HVM
2734
Harvest Volatility Management
Connecticut
– -$268K -7,206 Closed
CIG
2735
Cascade Investment Group
Colorado
– -$268K -7,200 Closed
FZCM
2736
Flynn Zito Capital Management
New York
– -$266K -7,163 Closed
HCM
2737
Hilton Capital Management
New York
– -$266K -7,147 Closed
FOA
2738
Five Oceans Advisors
California
– -$266K -7,140 Closed
EWM
2739
Executive Wealth Management
Michigan
– -$264K -7,109 Closed
CPA
2740
Capital Planning Advisors
California
– -$262K -7,034 Closed
BA
2741
Ballast Advisors
Minnesota
– -$261K -7,013 Closed
CCA
2742
Cora Capital Advisors
New Jersey
– -$259K -6,958 Closed
MCWS
2743
McKinley Carter Wealth Services
West Virginia
– -$257K -6,920 Closed
JSW
2744
Journey Strategic Wealth
New Jersey
– -$257K -6,907 Closed
MFS
2745
Mirabella Financial Services
United Kingdom
– -$257K -6,900 Closed
WW
2746
Westshore Wealth
California
– -$256K -6,889 Closed
CWM
2747
Centurion Wealth Management
Virginia
– -$255K -6,868 Closed
LWA
2748
Lineweaver Wealth Advisors
Ohio
– -$253K -6,794 Closed
NCM
2749
Northside Capital Management
Oregon
– -$252K -6,764 Closed
EM
2750
ELCO Management
New York
– -$250K -6,730 Closed
108 109
110
111 112