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
Name Holding Trade Value Shares
Change
Shares
Change %
GC
1501
Gilbert & Cook
Iowa
$911K +$19.2K +509 +2%
TWA
1502
TCI Wealth Advisors
Arizona
$911K -$14.3K -380 -2%
FIM
1503
Freedom Investment Management
Connecticut
$909K +$80.9K +2,145 +10%
E3F
1504
Eight 31 Financial
Texas
$908K +$908K +24,081 New
FMB
1505
Field & Main Bank
Kentucky
$906K -$34.2K -906 -4%
SDAM
1506
Shulman DeMeo Asset Management
New York
$903K -$39K -1,035 -4%
SAI
1507
Savvy Advisors Inc
New York
$902K +$902K +23,927 New
CCB
1508
Cutter & Co Brokerage
Missouri
$899K -$130K -3,440 -13%
DGAM
1509
Desjardins Global Asset Management
Quebec, Canada
$895K +$47.5K +1,259 +6%
BCM
1510
Birmingham Capital Management
Alabama
$894K +$20.7K +550 +2%
SF
1511
Summit Financial
New Jersey
$893K +$58.7K +1,557 +7%
NHT
1512
New Hampshire Trust
New Hampshire
$893K -$77.8K -2,064 -8%
NIM
1513
Northeast Investment Management
Massachusetts
$893K -$2.22K -59 -0.2%
OCM
1514
Orleans Capital Management
Louisiana
$892K +$213K +5,645 +31%
BWP
1515
Balboa Wealth Partners
Arizona
$892K +$10.4K +275 +1%
AFM
1516
Armstrong Fleming & Moore
District of Columbia
$891K -$68K -1,803 -7%
DCM
1517
Donaldson Capital Management
Indiana
$889K -$18.3K -485 -2%
ACM
1518
Ategra Capital Management
Virginia
$888K +$228K +6,043 +35%
MFC
1519
Mechanics Financial Corp
Ohio
$887K +$11.8K +314 +1%
WA
1520
Waverly Advisors
Alabama
$883K -$132K -3,511 -13%
MFG
1521
Mainsail Financial Group
Washington
$880K +$108K +2,770 +14%
RWP
1522
Ridgecrest Wealth Partners
California
$877K -$218K -5,775 -20%
TFG
1523
Taylor Financial Group
Virginia
$877K +$877K +23,255 New
LSAG
1524
Lake Street Advisors Group
New Hampshire
$876K -$64K -1,698 -7%
TPA
1525
Trivium Point Advisory
Connecticut
$876K -$618K -16,389 -41%