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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
CT
1076
Colonial Trust
South Carolina
$2.15M -$184K -4,556 -8%
CIC
1077
Carnegie Investment Counsel
Ohio
$2.15M -$285K -7,072 -12%
DA
1078
DCM Advisors
New York
$2.15M -$3.83K -95 -0.2%
MSA
1079
Marino Stram & Associates
Massachusetts
$2.15M -$82.8K -2,052 -4%
UB
1080
Umpqua Bank
Oregon
$2.14M +$2.06M +50,962 New
QPWM
1081
Quadrant Private Wealth Management
Pennsylvania
$2.14M +$14.9K +370 +0.7%
NG
1082
Norden Group
Utah
$2.12M +$624K +15,458 +44%
AT
1083
Arden Trust
Delaware
$2.12M +$111K +2,742 +6%
ADIM
1084
Alpha DNA Investment Management
Maryland
$2.12M -$87.3K -2,165 -4%
CB
1085
Cadence Bank
Mississippi
$2.11M -$62.1K -1,540 -3%
CT
1086
Chicago Trust
Illinois
$2.11M +$169K +4,185 +9%
QI
1087
Qtron Investments
Massachusetts
$2.11M +$789K +19,556 +64%
DEM
1088
Disciplined Equity Management
Florida
$2.1M -$1.21K -30 -0.1%
NM
1089
NWI Management
New York
$2.1M -$4.03M -100,000 -67%
MPPW
1090
Mitchell & Pahl Private Wealth
Oklahoma
$2.1M +$121K +2,992 +6%
AIA
1091
Armor Investment Advisors
North Carolina
$2.09M -$198K -4,899 -9%
EWM
1092
EPG Wealth Management
Georgia
$2.08M -$161 -4 -0%
BE
1093
Bonness Enterprises
District of Columbia
$2.07M – – –
SIA
1094
Strategic Investment Advisors
Michigan
$2.07M +$89.3K +2,215 +5%
LIM
1095
Loudon Investment Management
New Hampshire
$2.06M +$72.6K +1,800 +4%
MAS
1096
Meeder Advisory Services
Ohio
$2.05M +$152K +3,771 +8%
WPC
1097
White Pine Capital
Minnesota
$2.05M +$137K +3,393 +7%
BOH
1098
Bank of Hawaii
Hawaii
$2.05M -$137K -3,393 -7%
TTWM
1099
TCV Trust & Wealth Management
Virginia
$2.03M -$35.6K -883 -2%
GCA
1100
Greenwood Capital Associates
South Carolina
$2.03M -$54.9K -1,361 -3%
42 43
44
45 46

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.