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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 %
TC
1051
Truvestments Capital
Florida
$2.02M -$120K -3,195 -6%
QWM
1052
Quadcap Wealth Management
Texas
$2.02M +$2.02M +53,559 New
NP
1053
NorthRock Partners
Minnesota
$2.02M +$853K +22,634 +73%
MSA
1054
Marino Stram & Associates
Massachusetts
$2.01M +$7.16K +190 +0.4%
WC
1055
Woodstock Corp
Massachusetts
$2M -$1.2M -31,801 -37%
BS
1056
Banco Santander
Spain
$2M +$13.2K +350 +0.7%
VSQM
1057
V-Square Quantitative Management
Illinois
$1.99M +$724K +19,199 +57%
STAS
1058
Strong Tower Advisory Services
Minnesota
$1.99M +$65.9K +1,747 +3%
EWM
1059
EPG Wealth Management
Georgia
$1.99M +$112K +2,799 +6%
ADIM
1060
Alpha DNA Investment Management
Maryland
$1.98M -$281K -7,445 -12%
ZIG
1061
Zullo Investment Group
Pennsylvania
$1.98M -$239K -6,330 -11%
PWP
1062
Principle Wealth Partners
Connecticut
$1.98M -$1.17M -31,062 -37%
M1FG
1063
Mach-1 Financial Group
Arkansas
$1.97M -$208K -5,506 -10%
Balyasny Asset Management
1064
Balyasny Asset Management
Illinois
$1.97M -$54.1M -1,435,309 -96%
CIA
1065
Cohen Investment Advisors
New Hampshire
$1.97M +$44.7K +1,185 +2%
NCM
1066
Nelson Capital Management
California
$1.97M -$225K -5,961 -10%
CGH
1067
CMG Global Holdings
Texas
$1.97M -$287K -7,065 -13%
BOH
1068
Bank of Hawaii
Hawaii
$1.97M -$315K -8,350 -14%
CB
1069
Cadence Bank
Mississippi
$1.96M -$7.06M -187,264 -78%
PA
1070
Profund Advisors
Maryland
$1.96M +$299K +7,933 +18%
SCM
1071
Spreng Capital Management
Ohio
$1.95M -$186K -4,935 -9%
PCM
1072
Princeton Capital Management
New Jersey
$1.95M +$1.67M +44,195 +586%
IAS
1073
Insigneo Advisory Services
Florida
$1.95M +$401K +10,632 +26%
WAM
1074
Worth Asset Management
Texas
$1.95M +$1.95M +51,628 New
CPIA
1075
Cornell Pochily Investment Advisors
New York
$1.95M +$208K +5,527 +12%
41 42
43
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