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
Name Holding Trade Value Shares
Change
Shares
Change %
OAM
951
Oak Asset Management
California
$2.41M -$579K -15,348 -19%
IB
952
Intrust Bank
Kansas
$2.41M +$398K +10,552 +20%
BKA
953
Brick & Kyle Associates
Pennsylvania
$2.41M -$33.8K -896 -1%
WCAMG
954
Woodard & Company Asset Management Group
North Carolina
$2.41M -$19.6K -520 -0.8%
BHPW
955
Beverly Hills Private Wealth
California
$2.4M -$543K -14,391 -18%
CSA
956
Cottage Street Advisors
Massachusetts
$2.4M +$953K +25,068 +66%
NIM
957
NEOS Investment Management
Connecticut
$2.4M +$545K +14,456 +29%
FHA
958
Flagship Harbor Advisors
Massachusetts
$2.4M -$284K -7,535 -11%
CIP
959
Convergence Investment Partners
Florida
$2.39M -$103K -2,725 -4%
CIAS
960
Capital Investment Advisory Services
North Carolina
$2.38M -$133K -3,528 -5%
CAM
961
Cubic Asset Management
Massachusetts
$2.37M -$103K -2,745 -4%
LSIA
962
LaSalle St. Investment Advisors
Illinois
$2.37M +$27.9K +74 +1%
TBC
963
Tweedy, Browne Co
Connecticut
$2.36M
UOTTAIMCU
964
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.36M +$2.36M +62,714 New
TGAM
965
TBH Global Asset Management
Tennessee
$2.36M -$191K -5,056 -7%
WIS
966
Wright Investors Service
Connecticut
$2.36M -$281K -7,455 -11%
CCM
967
Cutler Capital Management
Massachusetts
$2.34M +$571K +15,153 +32%
AHC
968
Adell Harriman & Carpenter
Texas
$2.34M -$57.7K -1,530 -2%
OTL
969
Oak Thistle LLC
New York
$2.33M +$263K +6,972 +13%
AMIM
970
Aull & Monroe Investment Management
Alabama
$2.33M -$21.7K -575 -0.9%
SSWM
971
Smith Salley Wealth Management
North Carolina
$2.32M +$380K +10,074 +20%
PCA
972
Providence Capital Advisors
North Carolina
$2.32M -$78.5K -2,083 -3%
WBC
973
Westpac Banking Corp
Australia
$2.32M -$1.83M -48,497 -44%
LS
974
Leelyn Smith
Illinois
$2.31M +$16.6K +441 +0.7%
Fisher Asset Management
975
Fisher Asset Management
Washington
$2.31M -$414K -10,976 -15%