We are live on ! Find out more

2,864 hedge funds and large institutions have $111B invested in Verizon in 2024 Q1 according to their latest regulatory filings, with 205 funds opening new positions, 1,245 increasing their positions, 1,215 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 205 | Existing positions closed: 133

23% more call options, than puts

Call options by funds: $2.04B | Put options by funds: $1.66B

13% more funds holding in top 10

Funds holding in top 10: 5562 (+7)

9% more capital invested

Capital invested by funds: $102B → $111B (+$9.11B)

1% more funds holding

Funds holding: 2,8262,864 (+38)

2% more repeat investments, than reductions

Existing positions increased: 1,245 | Existing positions reduced: 1,215

1.21% less ownership

Funds ownership: 64.05%62.83% (-1.2%)

Holders
2,864
Holders Change
+38
Holders Change %
+1.34%
% of All Funds
41.24%
Holding in Top 10
62
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+12.73%
% of All Funds
0.89%
New
205
Increased
1,245
Reduced
1,215
Closed
133
Calls
$2.04B
Puts
$1.66B
Net Calls
+$380M
Net Calls Change
+$217M
Name Holding Trade Value Shares
Change
Change in
Stake
DMIC
2776
Dixon Mitchell Investment Counsel
British Columbia, Canada
$24.1K +$23.2K +575 New
HC
2777
Hoese & Co
Minnesota
$24K
GFPC
2778
Global Financial Private Client
Florida
$23.3K -$16.1K -400 -42%
PCWA
2779
Pacific Capital Wealth Advisors
California
$23.3K +$1.25K +31 +6%
SWM
2780
Sanctuary Wealth Management
Idaho
$22.5K
ETS
2781
ESL Trust Services
New York
$22.2K +$21.3K +528 New
LG
2782
LAM Group
Oregon
$22K
AW
2783
Avion Wealth
Texas
$22K +$282 +7 +1%
CCMI
2784
Creative Capital Management Investments
California
$21K
HIM
2785
Hillsdale Investment Management
Ontario, Canada
$21K +$20.2K +500 New
FIM
2786
Fernwood Investment Management
Massachusetts
$20.4K +$19.6K +485 New
KA
2787
Kozak & Associates
Colorado
$19.4K -$13.7K -339 -41%
GAG
2788
Goodman Advisory Group
Massachusetts
$18.3K
BP
2789
BNP Paribas
France
$16.5K +$16.8K +416 New
QPBE
2790
Quintet Private Bank (Europe)
Luxembourg
$15.9K +$13.2K +327 New
ACA
2791
American Capital Advisory
Idaho
$15.8K
MBFW
2792
Morton Brown Family Wealth
Pennsylvania
$15.7K -$19.7K -488 -57%
SIM
2793
Studio Investment Management
Illinois
$15.5K
AP
2794
Atwood & Palmer
Missouri
$15.2K -$77.6K -1,925 -84%
HFS
2795
HBC Financial Services
Washington
$15K -$54.9K -1,360 -77%
KSWA
2796
Kathleen S. Wright Associates
Pennsylvania
$14.9K +$14.4K +356 New
DF
2797
Dunhill Financial
United Kingdom
$14.9K +$2.3K +57 +19%
DFA
2798
DHJJ Financial Advisors
Illinois
$14.7K +$403 +10 +3%
IA
2799
IFS Advisors
Kansas
$13.6K
FG
2800
Fairman Group
Pennsylvania
$13.1K +$161 +4 +1%

VZ Hedge Fund Activity: Q1 2024 in Review

2,864 of the 6,944 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q1 2024, worth a combined $111B — up 9% from $102B a quarter earlier.

Buyers outnumbered sellers: 205 funds opened new VZ positions and 133 closed out — a net gain of 72 holders — while 1,245 added to existing stakes and 1,215 trimmed.

The largest buyer was Parnassus Investments, adding an estimated $509M. The largest seller was Morgan Stanley, cutting an estimated $3.2B.

  • 2,864 institutional investors held Verizon (VZ) as of Q1 2024, up from 2,826 in Q4 2023.
  • Funds reported $111B of Verizon stock for Q1 2024, up 9% quarter-over-quarter.
  • 205 funds opened new Verizon positions in Q1 2024 and 133 closed out, a net change of +72 holders.
  • The largest Verizon buyer in Q1 2024 was Parnassus Investments, an estimated $509M added.
  • The largest Verizon seller in Q1 2024 was Morgan Stanley, an estimated $3.2B sold.

Based on aggregated 13F filings for Q1 2024.