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Verizon
VZ

Overview Fund Activity

2,828 hedge funds and large institutions have $104B invested in Verizon in 2022 Q4 according to their latest regulatory filings, with 293 funds opening new positions, 991 increasing their positions, 1,399 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,828
Holders Change
+82
Holders Change %
+2.99%
% of All Funds
45.63%
Holding in Top 10
64
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.92%
% of All Funds
1.03%
New
293
Increased
991
Reduced
1,399
Closed
156
Calls
$1.51B
Puts
$1.62B
Net Calls
-$111M
Net Calls Change
-$309M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.36B
2
Charles Schwab
Charles Schwab
California
+$477M
3
Morgan Stanley
Morgan Stanley
New York
+$472M
4
BlackRock
BlackRock
New York
+$465M
5
State Street
State Street
Massachusetts
+$407M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.33B
2
Parnassus Investments
Parnassus Investments
California
-$515M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$492M
4
Bank of America
Bank of America
North Carolina
-$351M
5
Capital International Investors
Capital International Investors
California
-$234M
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
751
BFSG LLC
California
$4.03M -$2.22M -56,296 -36%
AIP
752
Ameritas Investment Partners
Nebraska
$4.01M -$747K -18,905 -16%
TRCT
753
Tower Research Capital (TRC)
New York
$4M -$10.9M -277,016 -73%
HKIM
754
Hayek Kallen Investment Management
Alabama
$3.99M -$120K -3,058 -3%
PP
755
Patten & Patten
Tennessee
$3.99M -$4.36M -110,642 -52%
EWM
756
Executive Wealth Management
Michigan
$3.99M +$3.85M +97,745 +2,781%
E
757
Ergoteles
New York
$3.98M -$3.89M -98,680 -49%
WFG
758
Wills Financial Group
Virginia
$3.97M -$1.06M -26,793 -21%
SCM
759
Schnieders Capital Management
California
$3.95M -$332K -8,417 -8%
B
760
Bailard
California
$3.93M +$11.3K +287 +0.3%
NC
761
NewSquare Capital
Pennsylvania
$3.92M +$201K +5,090 +5%
KWM
762
Kingsview Wealth Management
Oregon
$3.92M -$750K -19,026 -16%
PWM
763
Perigon Wealth Management
California
$3.91M +$870K +22,081 +29%
API
764
Advisor Partners II
California
$3.91M -$1.31M -33,223 -25%
VCP
765
Verus Capital Partners
Arizona
$3.9M +$290K +7,355 +8%
HH
766
Hilltop Holdings
Texas
$3.89M -$500K -12,685 -11%
PMG
767
ProVise Management Group
Florida
$3.88M -$1.27M -32,285 -25%
GFA
768
Gifford Fong Associates
California
$3.87M – – –
SLWA
769
San Luis Wealth Advisors
California
$3.87M +$2.64M +67,038 +216%
WKWM
770
Walter & Keenan Wealth Management
Indiana
$3.86M +$3.74K +95 +0.1%
SCA
771
Sage Capital Advisors
South Dakota
$3.86M +$970K +24,623 +34%
PA
772
Perennial Advisors
New York
$3.84M -$361K -9,170 -9%
EWA
773
Exencial Wealth Advisors
Oklahoma
$3.83M +$201K +5,098 +6%
BG
774
Bahl & Gaynor
Ohio
$3.83M -$2.22M -56,288 -37%
BWM
775
BerganKDV Wealth Management
Minnesota
$3.82M +$56.2K +1,426 +1%
29 30
31
32 33