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Verizon
VZ

Overview Fund Activity

2,808 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, 1,402 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,808
Holders Change
+215
Holders Change %
+8.29%
% of All Funds
41.17%
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
1,402
Closed
112
Calls
$1.95B
Puts
$1.79B
Net Calls
+$160M
Net Calls Change
+$126M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.95B
2
Capital World Investors
2
Capital World Investors
California
$822M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$852M
4
State Street
4
State Street
Massachusetts
$6.91B
5
BlackRock
5
BlackRock
New York
$13.1B

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$3.47B
2
Marshall Wace
2
Marshall Wace
United Kingdom
$76.2M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$128M
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$660M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$592M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMAL
601
Asset Management Advisors LLC
Oklahoma
$5.76M -$54.7K -1,450 -0.9%
GFG
602
Greystone Financial Group
Michigan
$5.73M -$256K -6,797 -4%
WANY
603
Wealthspire Advisors (New York)
New York
$5.71M -$57.6K -1,528 -1%
AWM
604
Axxcess Wealth Management
California
$5.66M +$1.15M +30,553 +26%
YAM
605
Yacktman Asset Management
Texas
$5.66M – – –
ARAM
606
Ardmore Road Asset Management
New York
$5.66M +$5.66M +150,000 New
SM
607
Scoggin Management
New York
$5.66M +$5.66M +150,000 New
NM
608
NWI Management
New York
$5.66M +$5.66M +150,000 New
BHWM
609
Bar Harbor Wealth Management
New Hampshire
$5.65M +$120K +3,183 +2%
KRSITF
610
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.65M -$98.8K -2,622 -2%
DWM
611
Dakota Wealth Management
Florida
$5.64M -$547K -14,496 -9%
DI
612
DFPG Investments
Utah
$5.58M +$98.8K +2,522 +2%
PCOC
613
Power Corp of Canada
Canada
$5.57M – – –
WTC
614
WhitTier Trust Company
Nevada
$5.56M -$204K -5,423 -4%
WB
615
WesBanco Bank
West Virginia
$5.56M -$1.26M -33,406 -18%
M
616
MOTCO
Texas
$5.55M -$882K -23,389 -14%
HSA
617
Hussman Strategic Advisors
Maryland
$5.54M -$396K -10,500 -7%
Kovitz Investment Group Partners
618
Kovitz Investment Group Partners
Illinois
$5.53M -$443K -11,749 -7%
SW
619
Solidarity Wealth
Utah
$5.52M -$58.8K -1,559 -1%
MFA
620
Mayflower Financial Advisors
Massachusetts
$5.51M -$346K -9,178 -6%
EF
621
Empirical Finance
Pennsylvania
$5.49M +$43.5K +1,154 +0.8%
PSP
622
Principal Street Partners
Tennessee
$5.49M +$488K +12,932 +10%
AWM
623
Apollon Wealth Management
South Carolina
$5.47M +$908K +24,079 +20%
LNC
624
Lincoln National Corp
Pennsylvania
$5.46M -$1.22M -32,488 -18%
SWM
625
Stockman Wealth Management
Montana
$5.42M +$34.2K +908 +0.6%
23 24
25
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