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Verizon
VZ

Overview Fund Activity

2,828 hedge funds and large institutions have $104B invested in Verizon in 2022 Q4 according to their latest regulatory filings, with 293 funds opening new positions, 991 increasing their positions, 1,399 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,828
Holders Change
+82
Holders Change %
+2.99%
% of All Funds
45.63%
Holding in Top 10
64
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.92%
% of All Funds
1.03%
New
293
Increased
991
Reduced
1,399
Closed
156
Calls
$1.51B
Puts
$1.62B
Net Calls
-$111M
Net Calls Change
-$309M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.36B
2
Charles Schwab
Charles Schwab
California
+$477M
3
Morgan Stanley
Morgan Stanley
New York
+$472M
4
BlackRock
BlackRock
New York
+$465M
5
State Street
State Street
Massachusetts
+$407M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.33B
2
Parnassus Investments
Parnassus Investments
California
-$515M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$492M
4
Bank of America
Bank of America
North Carolina
-$351M
5
Capital International Investors
Capital International Investors
California
-$234M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBNLCF
1301
Cognios Beta Neutral Large Cap Fund
Kansas
$1.41M +$1.41M +35,743 New
CA
1302
Continuum Advisory
Idaho
$1.41M +$125K +3,260 +10%
SNBOSD
1303
Security National Bank of So Dak
Iowa
$1.41M -$94.6K -2,400 -6%
RWA
1304
River Wealth Advisors
Pennsylvania
$1.4M -$256K -6,509 -15%
CQS
1305
Credential Qtrade Securities
$1.4M -$250K -6,339 -15%
CA
1306
CoreCap Advisors
Michigan
$1.39M -$1.4M -35,625 -50%
MME
1307
Meag Munich Ergo
Germany
$1.39M – – –
WFA
1308
WMG Financial Advisors
Tennessee
$1.39M +$16.8K +426 +1%
KNW
1309
Kesler Norman & Wride
Utah
$1.39M -$1.98M -50,130 -59%
ANTB
1310
AMG National Trust Bank
Colorado
$1.38M -$557K -14,131 -29%
BA
1311
Bennicas & Associates
California
$1.37M -$151K -3,826 -10%
AAM
1312
Auxier Asset Management
Oregon
$1.37M -$9.26K -235 -0.7%
UWM
1313
Udine Wealth Management
Florida
$1.37M +$1.37M +34,780 New
CHA
1314
Carmichael Hill & Associates
Maryland
$1.37M -$118K -3,000 -8%
VCAM
1315
Van Cleef Asset Management
Ohio
$1.37M +$53K +1,345 +4%
VCM
1316
Virtue Capital Management
Tennessee
$1.36M +$803K +20,376 +143%
IAA
1317
Independent Advisor Alliance
North Carolina
$1.36M -$53.9K -7,930 -4%
PIM
1318
Penobscot Investment Management
Massachusetts
$1.36M -$72.9K -1,850 -5%
FIM
1319
Freedom Investment Management
Connecticut
$1.36M +$157K +3,985 +13%
DWA
1320
Douglass Winthrop Advisors
New York
$1.35M -$123K -3,118 -8%
CIC
1321
Cincinnati Indemnity Company
Ohio
$1.35M – – –
LA
1322
Lynch & Associates
Indiana
$1.35M -$222K -5,638 -14%
AGA
1323
Accuvest Global Advisors
Utah
$1.34M +$757K +19,212 +129%
LPIC
1324
LeJeune Puetz Investment Counsel
Michigan
$1.34M +$107K +2,725 +9%
LFA
1325
Legacy Financial Advisors
Kentucky
$1.34M +$431K +10,930 +47%
51 52
53
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