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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 %
P
901
Pitcairn
Pennsylvania
$2.67M +$743K +19,713 +39%
BTWM
902
Baker Tilly Wealth Management
Wisconsin
$2.66M -$106K -2,818 -4%
CSS
903
Cubist Systematic Strategies
Connecticut
$2.65M -$13.4M -354,973 -83%
GWSG
904
GPS Wealth Strategies Group
Colorado
$2.65M +$148K +3,927 +6%
IWA
905
Icon Wealth Advisors
Texas
$2.65M +$2.65M +70,164 New
FBT
906
First Bankers Trust
Kentucky
$2.64M -$497K -13,195 -16%
SFA
907
Semmax Financial Advisors
North Carolina
$2.64M -$348K -8,674 -12%
JHCP
908
Jackson Hole Capital Partners
Oklahoma
$2.64M -$729K -19,338 -22%
FC
909
Forte Capital
New York
$2.63M -$189K -5,013 -7%
FNA
910
First National Advisers
Nebraska
$2.63M +$530K +14,067 +25%
SAG
911
SageView Advisory Group
California
$2.62M +$1.15M +26,997 +78%
GIA
912
Gladstone Institutional Advisory
Florida
$2.62M -$81.5K -2,161 -3%
NWM
913
Napa Wealth Management
California
$2.6M +$2.6M +69,090 New
FSA
914
Financial Security Advisor
Virginia
$2.6M -$138K -3,652 -5%
AAM
915
AR Asset Management
California
$2.59M -$1.13M -30,000 -30%
BB
916
Berkshire Bank
Massachusetts
$2.58M -$37.2K -987 -1%
GC
917
Gould Capital
Washington
$2.58M -$68.1K -1,807 -3%
MCB
918
Morton Community Bank
Illinois
$2.58M +$2.58M +68,441 New
FNBT
919
FineMark National Bank & Trust
Florida
$2.58M -$245K -6,505 -9%
CAM
920
Cidel Asset Management
Ontario, Canada
$2.56M +$2.56M +68,031 New
CIC
921
Canal Insurance Company
South Carolina
$2.56M – – –
SHFA
922
SS&H Financial Advisors
Michigan
$2.56M +$10.7K +285 +0.4%
RCG
923
Regatta Capital Group
California
$2.55M +$217K +5,765 +9%
IEFM
924
IQ EQ Fund Management
Ireland
$2.55M -$53K -1,407 -2%
LCM
925
Lazari Capital Management
California
$2.55M -$557K -14,777 -18%
35 36
37
38 39