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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
41.16%
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
Morgan Stanley
New York
+$3.12B
2
Capital World Investors
Capital World Investors
California
+$461M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$410M
4
State Street
State Street
Massachusetts
+$344M
5
BlackRock
BlackRock
New York
+$339M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$188M
2
Marshall Wace
Marshall Wace
United Kingdom
-$177M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$141M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$141M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAOTB
826
Wealth Advisors of Tampa Bay
Florida
$3.2M -$3.34M -88,636 -51%
HI
827
Horizon Investments
North Carolina
$3.2M +$1.13M +30,455 +55%
FPFS
828
First Personal Financial Services
North Carolina
$3.19M -$143K -3,804 -4%
MIM
829
Marco Investment Management
Georgia
$3.18M -$313K -8,307 -9%
RMC
830
Resources Management Corp
Connecticut
$3.18M +$5.65K +150 +0.2%
AP
831
Americana Partners
Texas
$3.18M +$970K +28,554 +44%
CFGS
832
Concourse Financial Group Securities
Alabama
$3.18M +$32K +849 +1%
BFA
833
Bill Few Associates
Pennsylvania
$3.16M -$82.4K -2,185 -3%
CFCI
834
Comprehensive Financial Consultants Institutional
Indiana
$3.16M +$192K +5,090 +6%
CI Investments Inc
835
CI Investments Inc
Ontario, Canada
$3.16M +$821K +21,776 +35%
AWA
836
Arkadios Wealth Advisors
Georgia
$3.15M -$3.7K -98 -0.1%
OPTFSNA
837
Old Point Trust & Financial Services N A
Virginia
$3.14M +$105K +2,774 +3%
SW
838
SkyOak Wealth
Michigan
$3.14M -$820K -21,762 -21%
HIC
839
Holderness Investments Company
North Carolina
$3.13M +$777K +20,611 +33%
TI
840
TrueMark Investments
Illinois
$3.13M +$3.13M +82,955 New
JC
841
Jacobs & Co
California
$3.13M -$2.25M -59,691 -42%
IWM
842
IHT Wealth Management
Illinois
$3.12M -$476K -12,638 -13%
BCCM
843
Bridge Creek Capital Management
Massachusetts
$3.12M -$68.2K -1,808 -2%
DFG
844
Delta Financial Group
New Jersey
$3.09M -$64K -1,698 -2%
PTC
845
Private Trust Company
Ohio
$3.09M +$318K +8,426 +11%
WAP
846
Wealthcare Advisory Partners
Pennsylvania
$3.09M +$218K +5,775 +8%
First Manhattan
847
First Manhattan
New York
$3.08M -$1.36M -36,068 -31%
RWP
848
RWA Wealth Partners
Massachusetts
$3.08M +$1.26M +33,474 +70%
CG
849
Cutler Group
California
$3.05M +$1.78M +47,331 +141%
ACM
850
Argyle Capital Management
Pennsylvania
$3.04M -$500K -13,261 -14%
32 33
34
35 36