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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: 2,8632,887 (+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: 6255 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SS
701
Sunbelt Securities
Texas
$5.04M +$356K +8,826 +8%
CAC
702
Core Alternative Capital
Georgia
$5.03M +$136K +3,384 +3%
BL
703
BFSG LLC
California
$5.03M +$293K +7,262 +6%
SYBT
704
Stock Yards Bank & Trust
Kentucky
$5.02M -$654K -16,230 -12%
HI
705
Harbour Investments
Wisconsin
$5.01M -$16.1K -400 -0.3%
SP
706
Stablepoint Partners
Massachusetts
$5.01M -$114K -2,821 -2%
AMAL
707
Asset Management Advisors LLC
Oklahoma
$4.99M +$77.5K +1,922 +2%
LOAMU
708
Lombard Odier Asset Management (USA)
New York
$4.99M +$2.34M +58,000 +92%
CIBC Private Wealth Group
709
CIBC Private Wealth Group
Georgia
$4.99M +$74.6K +1,850 +2%
TC
710
TwinBeech Capital
New York
$4.98M +$4.87M +120,850 New
LCM
711
Logan Capital Management
Pennsylvania
$4.98M -$564 -14 -0%
FAM
712
Fred Alger Management
New York
$4.97M +$315K +7,809 +7%
1832 Asset Management
713
1832 Asset Management
Ontario, Canada
$4.97M -$418K -10,359 -8%
LSPW
714
Lake Street Private Wealth
Illinois
$4.96M +$140K +3,475 +3%
RVPG
715
Relative Value Partners Group
$4.96M +$4.47M +110,923 +1,184%
GFS
716
GYL Financial Synergies
Connecticut
$4.96M +$289K +7,176 +6%
SFI
717
Siemens Fonds Invest
Germany
$4.92M +$54K +1,339 +1%
TI
718
TrueMark Investments
Illinois
$4.91M +$1.78M +44,118 +59%
CAM
719
Carret Asset Management
New York
$4.91M -$192K -4,775 -4%
CG
720
Caprock Group
Idaho
$4.9M +$2.66M +65,985 +125%
SLWA
721
San Luis Wealth Advisors
California
$4.89M -$1.13M -27,959 -19%
DAS
722
Dynamic Advisor Solutions
Arizona
$4.88M -$339K -8,403 -7%
USAA
723
United Services Automobile Association
Texas
$4.88M -$352K -8,724 -7%
BHPW
724
Beverly Hills Private Wealth
California
$4.87M +$992K +24,602 +26%
D.E. Shaw & Co
725
D.E. Shaw & Co
New York
$4.87M +$4.76M +118,099 New

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.