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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 %
SCM
876
Spring Capital Management
Texas
$2.81M +$259K +6,870 +10%
IIC
877
Ironwood Investment Counsel
Arizona
$2.81M +$25K +662 +0.9%
GP
878
Greenline Partners
New York
$2.8M -$416K -11,047 -13%
CWM
879
Concentric Wealth Management
California
$2.79M -$124K -3,295 -4%
OHWP
880
Oak Harbor Wealth Partners
North Carolina
$2.79M +$188K +4,992 +7%
YIH
881
Y-Intercept (HK)
Hong Kong
$2.78M +$1.39M +36,799 +99%
CIA
882
Cladis Investment Advisory
Montana
$2.78M +$35.3K +935 +1%
MYLI
883
Meiji Yasuda Life Insurance
Japan
$2.78M +$506K +13,428 +22%
PWG
884
Portside Wealth Group
Utah
$2.78M -$302K -8,017 -10%
SIG
885
Sky Investment Group
Connecticut
$2.78M -$552K -14,653 -17%
MFG
886
Merit Financial Group
Georgia
$2.77M -$132K -3,490 -5%
MFGM
887
Marshall Financial Group (Maryland)
Maryland
$2.76M -$226K -5,996 -8%
CFG
888
Citizens Financial Group
Rhode Island
$2.75M +$98.8K +2,621 +4%
CAM
889
Centre Asset Management
New York
$2.74M -$66.5K -1,764 -2%
MSAM
890
Moloney Securities Asset Management
Missouri
$2.74M +$13.3K +354 +0.5%
MGIA
891
Moneta Group Investment Advisors
Missouri
$2.73M -$133K -3,523 -5%
HAS
892
HBW Advisory Services
California
$2.72M -$45.3K -1,202 -2%
FFN
893
Focus Financial Network
Minnesota
$2.7M +$1.65M +43,696 +157%
BEAM
894
Baker Ellis Asset Management
Washington
$2.69M -$76K -2,015 -3%
CAL
895
Capital Analysts LLC
Pennsylvania
$2.69M +$904K +23,969 +51%
CRI
896
Colonial River Investments
Virginia
$2.69M +$92.9K +2,464 +4%
SSWG
897
Seven Springs Wealth Group
Tennessee
$2.69M +$23.7K +628 +0.9%
HPIA
898
Hamilton Point Investment Advisors
North Carolina
$2.68M +$15.5K +411 +0.6%
MCM
899
Mengis Capital Management
Oregon
$2.67M -$65.2K -1,730 -2%
IF
900
Intrua Financial
Texas
$2.67M -$26.5K -703 -1%
34 35
36
37 38