VZ icon

Verizon
VZ

Overview Fund Activity

2,828 hedge funds and large institutions have $104B invested in Verizon in 2022 Q4 according to their latest regulatory filings, with 293 funds opening new positions, 991 increasing their positions, 1,399 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,828
Holders Change
+82
Holders Change %
+2.99%
% of All Funds
45.63%
Holding in Top 10
64
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.92%
% of All Funds
1.03%
New
293
Increased
991
Reduced
1,399
Closed
156
Calls
$1.51B
Puts
$1.62B
Net Calls
-$111M
Net Calls Change
-$309M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.89B
2
Charles Schwab
2
Charles Schwab
California
$3.36B
3
Morgan Stanley
3
Morgan Stanley
New York
$2.68B
4
BlackRock
4
BlackRock
New York
$13B
5
State Street
5
State Street
Massachusetts
$6.91B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$336M
2
Parnassus Investments
2
Parnassus Investments
California
$139M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.4B
4
Bank of America
4
Bank of America
North Carolina
$2.44B
5
Capital International Investors
5
Capital International Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RF
2926
Rollins Financial
Georgia
– -$301K -7,938 Closed
AC
2927
ASB Consultores
Florida
– -$297K -7,826 Closed
AFS
2928
Axiom Financial Strategies
Indiana
– -$293K -7,724 Closed
EP
2929
EPIQ Partners
Minnesota
– -$278K -7,325 Closed
HNW
2930
High Note Wealth
Minnesota
– -$255K -7,044 Closed
GIA
2931
Goodwin Investment Advisory
Georgia
– -$264K -6,954 Closed
GA
2932
Gateway Advisory
New Jersey
– -$262K -6,897 Closed
CHAM
2933
Clear Harbor Asset Management
Connecticut
– -$262K -6,895 Closed
WA
2934
WP Advisors
California
– -$261K -6,869 Closed
BA
2935
Bluesphere Advisors
Pennsylvania
– -$259K -6,830 Closed
BFC
2936
Blue Fin Capital
Rhode Island
– -$256K -6,765 Closed
AWM
2937
Angeles Wealth Management
California
– -$242K -6,371 Closed
LODC
2938
Lanham O'Dell & Company
West Virginia
– -$242K -6,366 Closed
OHIS
2939
Oak Harvest Investment Services
Texas
– -$240K -6,312 Closed
RIM
2940
Reliant Investment Management
Tennessee
– -$239K -6,283 Closed
RWA
2941
Rainsberger Wealth Advisors
Colorado
– -$238K -6,281 Closed
MHWM
2942
Montz Harcus Wealth Management
Louisiana
– -$237K -6,248 Closed
RWI
2943
Red Wave Investments
Pennsylvania
– -$236K -6,228 Closed
BP
2944
BBR Partners
New York
– -$233K -6,133 Closed
BWFA
2945
Baltimore-Washington Financial Advisors
Maryland
– -$310K -6,120 Closed
MAM
2946
Montchanin Asset Management
Delaware
– -$231K -6,079 Closed
AFS
2947
AFG Fiduciary Services
Massachusetts
– -$229K -6,037 Closed
CCM
2948
Carlson Capital Management
Minnesota
– -$229K -6,021 Closed
NB
2949
Northwest Bancshares
Pennsylvania
– -$226K -5,949 Closed
MC
2950
Miramar Capital
Illinois
– -$219K -5,829 Closed
116 117
118
119 120