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Verizon
VZ

Overview Fund Activity

2,746 hedge funds and large institutions have $98.9B invested in Verizon in 2022 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 1,219 increasing their positions, 1,249 reducing their positions, and 278 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,746
Holders Change
-210
Holders Change %
-7.1%
% of All Funds
47.48%
Holding in Top 10
61
Holding in Top 10 Change
-61
Holding in Top 10 Change %
-50%
% of All Funds
1.05%
New
110
Increased
1,219
Reduced
1,249
Closed
278
Calls
$1.39B
Puts
$1.2B
Net Calls
+$198M
Net Calls Change
-$370M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$2.8B
2
Citadel Advisors
2
Citadel Advisors
Florida
$200M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$168M
4
Amundi
4
Amundi
France
$498M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$13.3B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$390M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$18.8M
3
GQG Partners
3
GQG Partners
Florida
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$2.13B
5
Bank of America
5
Bank of America
North Carolina
$2.69B
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
2876
Sterling Financial Planning
New Jersey
– -$258K -5,093 Closed
TC
2877
TAGStone Capital
North Carolina
– -$258K -5,085 Closed
AFC
2878
AFT Forsyth & Company
Florida
– -$258K -5,078 Closed
IA
2879
Inspire Advisors
Idaho
– -$257K -5,060 Closed
SMF
2880
Sterling Manor Financial
New York
– -$255K -5,033 Closed
CSIA
2881
Charles Schwab Investment Advisory
California
– -$255K -5,033 Closed
ADBIC
2882
A.D. Beadell Investment Counsel
Wisconsin
– -$254K -5,020 Closed
TPM
2883
Triasima Portfolio Management
Quebec, Canada
– -$254K -5,000 Closed
ACM
2884
Ashford Capital Management
Delaware
– -$254K -5,000 Closed
JF
2885
Joule Financial
Kentucky
– -$253K -4,995 Closed
AHB
2886
Abner Herrman & Brock
New Jersey
– -$253K -4,980 Closed
MWM
2887
MBE Wealth Management
Wisconsin
– -$252K -4,973 Closed
ONSWM
2888
Old North State Wealth Management
North Carolina
– -$252K -4,965 Closed
CL
2889
CIM LLC
New York
– -$250K -4,957 Closed
HAC
2890
Harbor Advisory Corp
New Hampshire
– -$251K -4,949 Closed
MW
2891
MBL Wealth
North Carolina
– -$251K -4,948 Closed
LWMNY
2892
Landmark Wealth Management (New York)
New York
– -$251K -4,947 Closed
SCA
2893
Scott Capital Advisors
Oregon
– -$251K -4,944 Closed
WH
2894
Willner & Heller
California
– -$251K -4,943 Closed
JF
2895
JSF Financial
California
– -$251K -4,941 Closed
NWA
2896
New World Advisors
Massachusetts
– -$249K -4,938 Closed
CIAS
2897
CBIZ Investment Advisory Services
Ohio
– -$250K -4,929 Closed
ASC
2898
Atalanta Sosnoff Capital
New York
– -$249K -4,916 Closed
AWM
2899
Avaii Wealth Management
Wisconsin
– -$249K -4,904 Closed
SA
2900
Scarborough Advisors
Maryland
– -$248K -4,895 Closed
114 115
116
117 118