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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
Q
2926
QVR
California
– -$454K -10,830 Closed
HC
2927
Hamilton Capital
Ohio
– -$413K -9,843 Closed
FSA
2928
Financial Sense Advisors
California
– -$409K -9,759 Closed
CBFP
2929
Cedar Brook Financial Partners
Ohio
– -$389K -9,273 Closed
VA
2930
Verdad Advisers
Massachusetts
– -$382K -9,109 Closed
GIM
2931
Groesbeck Investment Management
New Jersey
– -$379K -9,040 Closed
DWA
2932
Delap Wealth Advisory
Oregon
– -$376K -8,966 Closed
CA
2933
Callahan Advisors
Texas
– -$370K -8,815 Closed
MFG
2934
Monte Financial Group
Connecticut
– -$369K -8,803 Closed
ECU
2935
Eisler Capital (US)
New York
– -$351K -8,700 Closed
SAW
2936
Signal Advisors Wealth
Michigan
– -$361K -8,592 Closed
TAM
2937
Taurus Asset Management
New York
– -$336K -8,008 Closed
OWA
2938
Outlook Wealth Advisors
Texas
– -$336K -8,000 Closed
MA
2939
Mezzasalma Advisors
New Jersey
– -$331K -7,888 Closed
SAA
2940
Southeast Asset Advisors
Georgia
– -$318K -7,589 Closed
WAS
2941
Wealth Advisory Solutions
Indiana
– -$303K -7,229 Closed
MHIC
2942
Marble Harbor Investment Counsel
Massachusetts
– -$302K -7,206 Closed
ARC
2943
Advisor Resource Council
Texas
– -$256K -6,761 Closed
SPA
2944
Sentinel Pension Advisors
Massachusetts
– -$280K -6,664 Closed
CWM
2945
Chemistry Wealth Management
New York
– -$274K -6,519 Closed
FFO
2946
Fiduciary Family Office
Florida
– -$268K -6,393 Closed
FG
2947
Foster Group
Iowa
– -$267K -6,355 Closed
TIM
2948
Total Investment Management
Arizona
– -$266K -6,338 Closed
CSIA
2949
Charles Schwab Investment Advisory
California
– -$264K -6,302 Closed
HKAM
2950
Horizon Kinetics Asset Management
New York
– -$259K -6,175 Closed
116 117
118
119 120

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.