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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
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 %
MKC
851
M. Kraus & Co
Vermont
$3.02M -$200K -5,305 -6%
JFG
852
Jefferies Financial Group
New York
$3.02M +$1.33M +35,245 +79%
MA
853
MYDA Advisors
New York
$3.02M +$3.02M +80,000 New
EWA
854
Exencial Wealth Advisors
Oklahoma
$3.01M -$34.8K -922 -1%
RDWM
855
Red Door Wealth Management
Tennessee
$3M +$261K +6,932 +10%
CVM
856
Cheviot Value Management
California
$2.98M -$72.4K -1,921 -2%
CNBT
857
Canandaigua National Bank & Trust
New York
$2.97M -$252K -6,688 -8%
GT
858
Greenleaf Trust
Michigan
$2.97M +$295K +7,828 +11%
SWM
859
Spire Wealth Management
Virginia
$2.94M +$34.7K +881 +1%
WFG
860
Wills Financial Group
Virginia
$2.94M -$484K -12,829 -14%
SVWAG
861
Sound View Wealth Advisors Group
Georgia
$2.94M -$53K -1,407 -2%
LOAMU
862
Lombard Odier Asset Management (USA)
New York
$2.92M +$21.3K +565 +0.7%
SCM
863
SKBA Capital Management
California
$2.92M -$2.74M -72,800 -48%
FMWA
864
Forvis Mazars Wealth Advisors
Missouri
$2.92M -$301K -7,975 -9%
CCG
865
Cypress Capital Group
Florida
$2.91M +$152K +4,044 +6%
CBTWT
866
Community Bank & Trust (Waco, Texas)
Texas
$2.89M -$385K -10,220 -12%
ATPW
867
Ashton Thomas Private Wealth
Arizona
$2.87M -$627K -16,624 -18%
GAM
868
Griffin Asset Management
New York
$2.86M -$308K -8,177 -10%
FFP
869
FourThought Financial Partners
Florida
$2.85M -$9.12M -241,976 -76%
ACG
870
Allen Capital Group
Nebraska
$2.85M -$132K -3,498 -4%
SCP
871
Sandhill Capital Partners
New York
$2.83M -$471K -12,483 -14%
FNBTCON
872
First National Bank & Trust Co of Newtown
Pennsylvania
$2.82M -$8.26K -219 -0.3%
PMAM
873
Picton Mahoney Asset Management
Ontario, Canada
$2.82M +$2.82M +74,862 New
KWA
874
Kingswood Wealth Advisors
California
$2.82M +$2.02M +53,515 +251%
MA
875
Montag & Associates
Georgia
$2.81M -$200K -5,293 -7%
33 34
35
36 37