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Verizon
VZ

Overview Fund Activity

2,811 hedge funds and large institutions have $103B invested in Verizon in 2023 Q1 according to their latest regulatory filings, with 182 funds opening new positions, 1,428 increasing their positions, 1,012 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,811
Holders Change
-17
Holders Change %
-0.6%
% of All Funds
44.99%
Holding in Top 10
59
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.81%
% of All Funds
0.94%
New
182
Increased
1,428
Reduced
1,012
Closed
136
Calls
$1.37B
Puts
$1.39B
Net Calls
-$20.9M
Net Calls Change
+$90.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$387M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$356M
3
Morgan Stanley
Morgan Stanley
New York
+$313M
4
Goldman Sachs
Goldman Sachs
New York
+$291M
5
Capital World Investors
Capital World Investors
California
+$248M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$744M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$414M
3
State Street
State Street
Massachusetts
-$330M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$287M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$227M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFP
476
Keystone Financial Planning
Ohio
$8.95M +$142K +3,649 +2%
CWM
477
Congress Wealth Management
Massachusetts
$8.94M +$2.29M +58,996 +35%
Impax Asset Management Group
478
Impax Asset Management Group
United Kingdom
$8.89M -$64.6K -1,662 -0.7%
JMFC
479
J.M. Forbes & Co
Massachusetts
$8.86M +$1.68M +43,179 +23%
VPIM
480
Vanguard Personalized Indexing Management
California
$8.83M +$3.48M +89,398 +65%
CWM
481
CIBC World Markets
New York
$8.79M -$26M -667,826 -75%
SAM
482
Silvercrest Asset Management
New York
$8.77M -$1.85M -47,580 -17%
IWA
483
IBEX Wealth Advisors
New Jersey
$8.75M +$477K +12,261 +6%
CB
484
Community Bank
New York
$8.74M +$326K +8,385 +4%
SCA
485
Stonebridge Capital Advisors
Minnesota
$8.55M +$143K +3,675 +2%
DIA
486
Dean Investment Associates
Ohio
$8.53M +$3.22M +82,859 +61%
GF
487
Goodman Financial
Texas
$8.53M +$579K +14,891 +7%
AMG
488
Advisors Management Group
Wisconsin
$8.52M +$800K +20,576 +10%
KCM
489
Kanawha Capital Management
Virginia
$8.49M +$515K +13,237 +6%
MIM
490
Morningstar Investment Management
Illinois
$8.41M +$2.61M +67,170 +45%
LA
491
LBP AM
France
$8.4M -$972K -24,987 -10%
NCM
492
Novare Capital Management
North Carolina
$8.37M +$1.24M +31,777 +17%
ACIM
493
Azimuth Capital Investment Management
Michigan
$8.37M +$2.19M +56,232 +35%
CA
494
CapWealth Advisors
Tennessee
$8.37M +$88.9K +2,287 +1%
SFS
495
Sowell Financial Services
Arkansas
$8.33M -$4.38M -112,583 -34%
AAA
496
Adams Asset Advisors
Texas
$8.29M +$63.5K +1,634 +0.8%
AOWM
497
Alpha Omega Wealth Management
Virginia
$8.28M +$413K +10,632 +5%
IWC
498
Integrated Wealth Concepts
Massachusetts
$8.24M +$2.96M +76,053 +56%
BWP
499
Baldwin Wealth Partners
Massachusetts
$8.24M +$96.5K +2,481 +1%
JC
500
Jacobs & Co
California
$8.17M -$161K -4,142 -2%
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