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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 %
AA
676
Ancora Advisors
Ohio
$4.73M -$419K -11,125 -8%
CIA
677
Covington Investment Advisors
Pennsylvania
$4.73M -$1.35M -35,695 -22%
TCOV
678
Trust Company of Vermont
Vermont
$4.72M -$1.11M -29,517 -19%
CCFCSB
679
Cape Cod Five Cents Savings Bank
Massachusetts
$4.72M -$5.08M -134,719 -52%
SWA
680
SFMG Wealth Advisors
Texas
$4.71M -$113K -2,989 -2%
KCPG
681
Kavar Capital Partners Group
Kansas
$4.71M +$1.95M +51,671 +70%
RB
682
Rodgers Brothers
Pennsylvania
$4.71M -$77.2K -2,048 -2%
GAMC
683
Garner Asset Management Corp
Texas
$4.7M -$499K -12,586 -10%
AIM
684
Anchor Investment Management
South Carolina
$4.67M -$193K -5,129 -4%
RIA
685
RPG Investment Advisory
California
$4.66M +$1.4K +37 +0%
JCM
686
Jacobi Capital Management
Pennsylvania
$4.63M -$212K -5,636 -4%
1832 Asset Management
687
1832 Asset Management
Ontario, Canada
$4.63M -$285K -7,572 -6%
VCA
688
Verdence Capital Advisors
Maryland
$4.63M +$741K +19,656 +19%
GAM
689
Groupama Asset Management
France
$4.63M +$4.63M +122,676 New
AF
690
Allworth Financial
California
$4.6M +$990K +26,267 +27%
RBC
691
Romano Brothers & Co
Illinois
$4.6M -$181K -4,794 -4%
WWM
692
Western Wealth Management
Colorado
$4.58M -$569K -15,098 -11%
USCWA
693
U.S. Capital Wealth Advisors
Texas
$4.58M -$5.12M -135,720 -53%
Group One Trading
694
Group One Trading
Illinois
$4.57M -$452K -11,983 -9%
NC
695
NewSquare Capital
Pennsylvania
$4.55M +$36.1K +971 +0.8%
PFS
696
Prospera Financial Services
Texas
$4.53M +$372K +9,867 +9%
RWM
697
Ritholtz Wealth Management
New York
$4.53M +$3.25M +86,177 +254%
SS
698
Sunbelt Securities
Texas
$4.51M -$15.3K -405 -0.3%
EGM
699
Engineers Gate Manager
New York
$4.51M +$632K +16,758 +16%
LCM
700
Logan Capital Management
Pennsylvania
$4.5M -$230K -6,109 -5%
26 27
28
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