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
Name Holding Trade Value Shares
Change
Shares
Change %
BL
726
BFSG LLC
California
$4.08M -$304K -8,067 -7%
FTDI
727
First Trust Direct Indexing
Massachusetts
$4.07M +$851K +22,580 +26%
NB
728
NBT Bank
New York
$4.05M +$10.5K +278 +0.3%
KWM
729
Kingsview Wealth Management
Oregon
$4.04M +$152K +4,023 +4%
FT
730
Fiduciary Trust
Massachusetts
$4.02M -$831K -22,055 -17%
ISL
731
Ingalls & Snyder LLC
New York
$4.02M -$375K -9,940 -9%
AM
732
AGF Management
Ontario, Canada
$4M -$107K -2,827 -3%
PA
733
Perennial Advisors
New York
$3.99M +$23.9K +634 +0.6%
BMCM
734
Bryn Mawr Capital Management
Pennsylvania
$3.98M -$753K -19,979 -16%
SPC
735
Sigma Planning Corp
Michigan
$3.98M -$5.35M -141,807 -57%
IAIM
736
International Assets Investment Management
Florida
$3.97M +$115K +3,054 +3%
EWA
737
EP Wealth Advisors
California
$3.97M -$54.9K -1,456 -1%
PMG
738
ProVise Management Group
Florida
$3.96M -$332K -8,818 -8%
MAWAG
739
Mid-American Wealth Advisory Group
Missouri
$3.96M -$1.32M -34,931 -25%
FTF
740
Freedom Together Foundation
New York
$3.96M +$3.96M +105,087 New
IA
741
IFP Advisors
Florida
$3.95M -$776K -20,590 -16%
CP
742
CenterBook Partners
Connecticut
$3.95M -$10.1M -266,687 -72%
DWT
743
Dorsey & Whitney Trust
South Dakota
$3.89M +$849K +22,510 +28%
SWM
744
SeaCrest Wealth Management
New York
$3.88M +$548K +13,641 +16%
FFA
745
Fragasso Financial Advisors
Pennsylvania
$3.88M -$303K -8,039 -7%
ACM
746
Altrius Capital Management
North Carolina
$3.88M +$24.6K +653 +0.6%
FBT
747
First Bank & Trust
South Dakota
$3.87M +$655K +17,374 +20%
IFAM
748
Institutional & Family Asset Management
Colorado
$3.86M -$1.12M -29,598 -22%
EA
749
Ellsworth Advisors
Ohio
$3.86M -$211K -5,597 -5%
LOAME
750
Lombard Odier Asset Management (Europe)
United Kingdom
$3.85M -$66.7K -1,768 -2%