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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 %
EF
926
Exeter Financial
Arizona
$2.54M -$341K -8,737 -12%
FNFDCM
927
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.53M -$156K -4,128 -6%
NS
928
NBC Securities
Alabama
$2.53M -$90.8K -2,408 -3%
NRS
929
Neville Rodie & Shaw
New York
$2.53M -$1.09M -28,907 -30%
AWA
930
Arete Wealth Advisors
Illinois
$2.52M -$57.5K -1,526 -2%
RIA
931
Realta Investment Advisors
Delaware
$2.51M -$332K -8,819 -12%
EFS
932
Essex Financial Services
Connecticut
$2.5M +$125K +3,319 +5%
CM
933
Cohanzick Management
New York
$2.49M -$1.07M -30,000 -30%
ZCM
934
Ziegler Capital Management
Illinois
$2.48M -$76.2K -2,020 -3%
TNBTD
935
Trustmark National Bank Trust Department
Mississippi
$2.48M -$340K -9,009 -12%
MOS
936
MGO One Seven
Ohio
$2.47M +$36.5K +969 +2%
WDA
937
Wendell David Associates
New Hampshire
$2.47M -$49K -1,300 -2%
CPRC
938
Consolidated Portfolio Review Corp
New York
$2.47M -$106K -2,801 -4%
WSTAM
939
Wilbanks Smith & Thomas Asset Management
Virginia
$2.46M -$800K -21,232 -25%
HIP
940
Harrell Investment Partners
Texas
$2.46M -$11.1K -295 -0.5%
WCM
941
Windward Capital Management
California
$2.46M +$21.5K +570 +0.9%
NSEDCP
942
NJ State Employees Deferred Compensation Plan
New Jersey
$2.45M – – –
GLA
943
Good Life Advisors
Pennsylvania
$2.45M -$40.6K -1,076 -2%
FCB
944
First County Bank
Connecticut
$2.43M -$251K -6,670 -9%
LCM
945
LVM Capital Management
Michigan
$2.43M -$700K -18,555 -22%
BHWA
946
Beacon Harbor Wealth Advisors
Virginia
$2.43M -$3.1M -82,306 -56%
ET
947
Entropy Technologies
New York
$2.42M +$2.42M +64,221 New
ADL
948
Asset Dedication LLC
California
$2.42M +$106K +2,830 +5%
RIM
949
Redwood Investment Management
Arizona
$2.42M +$232K +6,151 +11%
HAM
950
Hedges Asset Management
Nevada
$2.41M -$64.1K -1,700 -3%
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