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Verizon
VZ

Overview Fund Activity

2,811 hedge funds and large institutions have $103B invested in Verizon in 2023 Q1 according to their latest regulatory filings, with 182 funds opening new positions, 1,428 increasing their positions, 1,012 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,811
Holders Change
-17
Holders Change %
-0.6%
% of All Funds
44.99%
Holding in Top 10
59
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.81%
% of All Funds
0.94%
New
182
Increased
1,428
Reduced
1,012
Closed
136
Calls
$1.37B
Puts
$1.39B
Net Calls
-$20.9M
Net Calls Change
+$90.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$387M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$356M
3
Morgan Stanley
Morgan Stanley
New York
+$313M
4
Goldman Sachs
Goldman Sachs
New York
+$291M
5
Capital World Investors
Capital World Investors
California
+$248M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$744M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$414M
3
State Street
State Street
Massachusetts
-$330M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$287M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$227M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
1026
Schnieders Capital Management
California
$2.31M -$1.59M -40,896 -41%
NCM
1027
Narwhal Capital Management
Georgia
$2.31M -$258K -6,627 -10%
MFG
1028
Merit Financial Group
Georgia
$2.31M +$216K +5,543 +10%
LWANC
1029
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.3M +$129K +3,307 +6%
LWM
1030
Laidlaw Wealth Management
New York
$2.3M +$143K +3,682 +7%
PA
1031
PFG Advisors
Arizona
$2.29M +$32.8K +843 +1%
MWM
1032
Meridian Wealth Management
Kentucky
$2.28M -$184K -4,742 -7%
MCIA
1033
Mountain Capital Investment Advisors
Colorado
$2.27M +$450K +11,446 +25%
BIM
1034
Bridges Investment Management
Nebraska
$2.27M – – –
HIP
1035
Harrell Investment Partners
Texas
$2.26M +$216K +5,551 +11%
UBV
1036
United Bank (Virginia)
Virginia
$2.26M -$11.3K -290 -0.5%
NIM
1037
Nexus Investment Management
Ontario, Canada
$2.26M +$105K +2,700 +5%
LIM
1038
Leavell Investment Management
Alabama
$2.26M -$243K -6,240 -10%
EB
1039
Eastern Bank
Massachusetts
$2.26M +$103K +2,660 +5%
MSA
1040
Marino Stram & Associates
Massachusetts
$2.25M +$300K +7,705 +15%
RWA
1041
Roberts Wealth Advisors
California
$2.25M +$110K +2,766 +5%
CCT
1042
Capital City Trust
Florida
$2.24M -$18.9K -486 -0.8%
EFS
1043
Essex Financial Services
Connecticut
$2.24M +$31K +797 +1%
CA
1044
Commerzbank Aktiengesellschaft
Germany
$2.24M +$163K +4,181 +8%
MGWM
1045
Marks Group Wealth Management
Minnesota
$2.23M +$1.14M +29,187 +104%
MBT
1046
Montecito Bank & Trust
California
$2.23M -$8.71K -224 -0.4%
CTFG
1047
Capstone Triton Financial Group
Oklahoma
$2.23M +$64.9K +1,670 +3%
SWM
1048
Silverlake Wealth Management
Vermont
$2.22M +$431K +11,070 +24%
RCM
1049
RNC Capital Management
California
$2.21M +$53.5K +1,375 +2%
LS
1050
Leelyn Smith
Illinois
$2.21M -$1.78M -45,710 -45%
40 41
42
43 44