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Verizon
VZ

2,865 hedge funds and large institutions have $111B invested in Verizon in 2024 Q1 according to their latest regulatory filings, with 205 funds opening new positions, 1,246 increasing their positions, 1,215 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 205 | Existing positions closed: 133

23% more call options, than puts

Call options by funds: $2.04B | Put options by funds: $1.66B

13% more funds holding in top 10

Funds holding in top 10: 55 → 62 (+7)

9% more capital invested

Capital invested by funds: $102B → $111B (+$9.11B)

1% more funds holding

Funds holding: 2,827 → 2,865 (+38)

3% more repeat investments, than reductions

Existing positions increased: 1,246 | Existing positions reduced: 1,215

1.21% less ownership

Funds ownership: 64.05% → 62.83% (-1.2%)

Holders
2,865
Holders Change
+38
Holders Change %
+1.34%
% of All Funds
41.25%
Holding in Top 10
62
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+12.73%
% of All Funds
0.89%
New
205
Increased
1,246
Reduced
1,215
Closed
133
Calls
$2.04B
Puts
$1.66B
Net Calls
+$380M
Net Calls Change
+$217M

Top Buyers

Rank Fund Capital Flow
1
Parnassus Investments
Parnassus Investments
California
+$509M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$404M
3
Citadel Advisors
Citadel Advisors
Florida
+$252M
4
Bank of America
Bank of America
North Carolina
+$220M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$186M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.2B
2
BlackRock
BlackRock
New York
-$269M
3
Swedbank
Swedbank
Sweden
-$223M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$175M
5
DZ Bank
DZ Bank
Germany
-$144M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1051
Personal CFO Solutions
New Jersey
$2.26M +$196K +4,865 +10%
RFG
1052
Range Financial Group
Oregon
$2.25M +$256K +6,336 +13%
PS
1053
Pensionfund Sabic
Netherlands
$2.25M -$282K -7,000 -12%
MS
1054
Madden Securities
Texas
$2.24M +$120K +2,978 +6%
BEI
1055
Benjamin Edwards Inc
Missouri
$2.24M -$176K -4,361 -8%
WA
1056
Wambolt & Associates
Colorado
$2.23M +$479K +11,885 +29%
RIM
1057
Redwood Investment Management
Arizona
$2.23M -$445K -11,029 -17%
CC
1058
Centiva Capital
New York
$2.23M +$1.38M +34,164 +180%
WC
1059
Woodstock Corp
Massachusetts
$2.23M – – –
NP
1060
NorthRock Partners
Minnesota
$2.23M -$17.2K -426 -0.8%
EWS
1061
Evergreen Wealth Solutions
Pennsylvania
$2.22M -$161K -4,001 -7%
IGAM
1062
iA Global Asset Management
Quebec, Canada
$2.22M +$1.12M +27,767 +110%
SFA
1063
Semmax Financial Advisors
North Carolina
$2.22M -$450K -11,144 -17%
TAM
1064
Titleist Asset Management
Texas
$2.22M +$489K +12,113 +30%
CG
1065
Caprock Group
Idaho
$2.21M -$106K -2,620 -5%
Wolverine Trading
1066
Wolverine Trading
Illinois
$2.21M -$3.6M -89,253 -63%
OWA
1067
Octavia Wealth Advisors
Ohio
$2.2M -$209K -5,177 -9%
PWP
1068
Principle Wealth Partners
Connecticut
$2.19M -$11.1K -276 -0.5%
SC
1069
Sepio Capital
Utah
$2.19M +$265K +6,579 +14%
IAS
1070
Insigneo Advisory Services
Florida
$2.18M +$16.6K +412 +0.8%
SMC
1071
Smith, Moore & Co
Missouri
$2.18M -$119K -2,949 -5%
QWM
1072
Quadcap Wealth Management
Texas
$2.18M -$66.7K -1,653 -3%
GF
1073
Gries Financial
Ohio
$2.18M -$121K -3,008 -5%
MCA
1074
MSH Capital Advisors
Arizona
$2.15M -$170K -4,206 -8%
VA
1075
Vident Advisory
Georgia
$2.15M -$177K -4,389 -8%
41 42
43
44 45

VZ Hedge Fund Activity: Q1 2024 in Review

2,865 of the 6,945 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q1 2024, worth a combined $111B — up 9% from $102B a quarter earlier.

Buyers outnumbered sellers: 205 funds opened new VZ positions and 133 closed out — a net gain of 72 holders — while 1,246 added to existing stakes and 1,215 trimmed.

The largest buyer was Parnassus Investments, adding an estimated $509M. The largest seller was Morgan Stanley, cutting an estimated $3.2B.

  • 2,865 institutional investors held Verizon (VZ) as of Q1 2024, up from 2,827 in Q4 2023.
  • Funds reported $111B of Verizon stock for Q1 2024, up 9% quarter-over-quarter.
  • 205 funds opened new Verizon positions in Q1 2024 and 133 closed out, a net change of +72 holders.
  • The largest Verizon buyer in Q1 2024 was Parnassus Investments, an estimated $509M added.
  • The largest Verizon seller in Q1 2024 was Morgan Stanley, an estimated $3.2B sold.

Based on aggregated 13F filings for Q1 2024.