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Verizon
VZ

Overview Fund Activity

2,843 hedge funds and large institutions have $110B invested in Verizon in 2024 Q1 according to their latest regulatory filings, with 202 funds opening new positions, 1,238 increasing their positions, 1,207 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,843
Holders Change
+35
Holders Change %
+1.25%
% of All Funds
41.21%
Holding in Top 10
62
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.81%
% of All Funds
0.9%
New
202
Increased
1,238
Reduced
1,207
Closed
133
Calls
$2.03B
Puts
$1.66B
Net Calls
+$379M
Net Calls Change
+$219M

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
+$530M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$420M
3
Citadel Advisors
Citadel Advisors
Florida
+$262M
4
Bank of America
Bank of America
North Carolina
+$229M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$193M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.33B
2
BlackRock
BlackRock
New York
-$280M
3
Swedbank
Swedbank
Sweden
-$223M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$182M
5
DZ Bank
DZ Bank
Germany
-$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
GJWM
1501
Gilliland Jeter Wealth Management
Arkansas
$989K -$324K -7,716 -25%
RPGK
1502
Retirement Planning Group (Kansas)
Kansas
$987K +$987K +23,717 New
CSC
1503
Caldwell Sutter Capital
California
$983K +$16.4K +390 +2%
KLCM
1504
KG&L Capital Management
Louisiana
$982K -$66.6K -1,592 -6%
SAI
1505
Savvy Advisors Inc
New York
$980K -$23.7K -564 -2%
IC
1506
Inscription Capital
Texas
$978K +$340K +8,097 +53%
NIM
1507
Northeast Investment Management
Massachusetts
$977K -$16.8K -401 -2%
CA
1508
Carson Advisory
Georgia
$977K +$3.53K +84 +0.4%
IGGA
1509
Iron Gate Global Advisors
Utah
$976K -$496K -11,869 -34%
EFM
1510
E Fund Management
China
$974K +$696K +16,588 +250%
NHT
1511
New Hampshire Trust
New Hampshire
$973K -$20.7K -494 -2%
AFG
1512
Albion Financial Group
Utah
$973K -$1.68K -40 -0.2%
DCM
1513
Donaldson Capital Management
Indiana
$971K -$17.9K -427 -2%
BPCE
1514
Bank Pictet & Cie (Europe)
Germany
$970K – – –
QWP
1515
Quotient Wealth Partners
Texas
$970K -$105K -2,510 -10%
WAM
1516
WFA Asset Management
Wisconsin
$962K +$107K +2,542 +12%
TFG
1517
Taylor Financial Group
Virginia
$961K -$14.4K -343 -1%
RL
1518
Rogco LP
Oklahoma
$961K -$112K -2,663 -10%
FCAS
1519
First Command Advisory Services
Texas
$961K +$22.1K +527 +2%
HIA
1520
Harbor Investment Advisory
Maryland
$961K +$40.7K +969 +4%
WI
1521
Wintrust Investments
Illinois
$960K +$20.9K +498 +2%
RWP
1522
Ridgecrest Wealth Partners
California
$956K -$20K -477 -2%
HPC
1523
HM Payson & Co
Maine
$955K +$923 +22 +0.1%
KFA
1524
Kelleher Financial Advisors
New York
$951K +$165K +3,921 +21%
HPM
1525
Hoxton Planning & Management
West Virginia
$950K +$83.8K +1,996 +10%
59 60
61
62 63