2,807 hedge funds and large institutions have $101B invested in Verizon in 2023 Q4 according to their latest regulatory filings, with 372 funds opening new positions, 898 increasing their positions, 1,401 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,807
Holders Change
+215
Holders Change %
+8.29%
% of All Funds
41.16%
Holding in Top 10
54
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+45.95%
% of All Funds
0.79%
New
372
Increased
898
Reduced
1,401
Closed
112
Calls
$1.95B
Puts
$1.79B
Net Calls
+$160M
Net Calls Change
+$126M
Name Holding Trade Value Shares
Change
Shares
Change %
MGP
501
Metis Global Partners
California
$7.86M +$987K +26,173 +14%
CTC
502
Central Trust Company
Missouri
$7.84M -$657K -17,438 -8%
CB
503
Community Bank
New York
$7.8M -$535K -14,198 -6%
HWM
504
HB Wealth Management
Georgia
$7.76M +$448K +11,887 +6%
CRC
505
Curi RMB Capital
Illinois
$7.74M +$875K +23,203 +13%
MA
506
Mutual Advisors
Nebraska
$7.73M -$1.24M -32,903 -14%
BPA
507
Beacon Pointe Advisors
California
$7.73M -$2.72M -72,020 -26%
ACIM
508
Azimuth Capital Investment Management
Michigan
$7.72M -$150K -3,992 -2%
CWM
509
Cabot Wealth Management
Massachusetts
$7.71M +$368K +9,762 +5%
WIC
510
Woodmont Investment Counsel
Tennessee
$7.69M -$673K -17,843 -8%
EIA
511
Edgemoor Investment Advisors
Maryland
$7.64M -$319K -8,462 -4%
IWC
512
Integrated Wealth Concepts
Massachusetts
$7.58M -$1.18M -31,422 -14%
RIL
513
Rothschild Investment LLC
Illinois
$7.56M -$2M -53,039 -21%
LIM
514
Longfellow Investment Management
Massachusetts
$7.5M +$1.84M +48,933 +33%
WIM
515
WealthPlan Investment Management
Nebraska
$7.45M -$1.9M -50,298 -20%
SIMG
516
Sonora Investment Management Group
Arizona
$7.43M +$182K +4,829 +3%
JMFC
517
J.M. Forbes & Co
Massachusetts
$7.42M +$171K +4,543 +2%
KCM
518
Kanawha Capital Management
Virginia
$7.33M -$1.04M -27,638 -12%
ACM
519
Advisors Capital Management
New Jersey
$7.29M +$28.2K +747 +0.4%
NEAM
520
New England Asset Management
Connecticut
$7.27M -$662K -17,551 -8%
SF
521
Symphony Financial
Texas
$7.25M +$4.32K +110 +0.1%
GIM
522
Goelzer Investment Management
Indiana
$7.2M +$2.71M +71,781 +60%
MC
523
Moors & Cabot
Massachusetts
$7.18M -$145K -3,841 -2%
SIA
524
Soltis Investment Advisors
Utah
$7.15M +$17.4K +462 +0.2%
VWA
525
Visionary Wealth Advisors
Illinois
$7.03M +$95.1K +2,522 +1%