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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 %
CPIG
1526
Chicago Partners Investment Group
Illinois
$1.03M +$17.3K +426 +2%
FPF
1527
First Pacific Financial
Washington
$1.02M +$94.7K +2,403 +10%
KIA
1528
Kraematon Investment Advisors
Massachusetts
$1.02M -$138K -3,513 -12%
BIAS
1529
Beacon Investment Advisory Services
New Jersey
$1.02M -$483K -12,258 -32%
NO
1530
Ninety One
South Africa
$1.02M – – –
OWP
1531
Obermeyer Wealth Partners
Colorado
$1.02M +$24.7K +627 +2%
SDAM
1532
Shulman DeMeo Asset Management
New York
$1.01M +$5.16K +131 +0.5%
BIM
1533
Baldwin Investment Management
Pennsylvania
$1.01M -$143K -3,620 -12%
FFS
1534
Founders Financial Securities
Maryland
$1.01M +$14.6K +371 +1%
MMPW
1535
Mitchell McLeod Pugh & Williams
Alabama
$1.01M +$44.9K +1,140 +5%
HFRG
1536
Houlihan Financial Resource Group
Virginia
$1.01M -$123K -3,043 -11%
EAMA
1537
EFG Asset Management (Americas)
Florida
$1.01M +$53.2K +1,350 +6%
TW
1538
TrinityPoint Wealth
Connecticut
$1.01M -$424K -10,753 -30%
CNFG
1539
Creegan & Nassoura Financial Group
New Hampshire
$1.01M – – –
V
1540
VeraBank
Texas
$1M -$79 -2 -0%
BOPW
1541
Brandywine Oak Private Wealth
Pennsylvania
$1,000K -$379K -9,624 -27%
DF
1542
Donoghue Forlines
Massachusetts
$998K +$558K +14,165 +127%
WOC
1543
West Oak Capital
California
$996K -$526K -13,356 -35%
GLR
1544
Great Lakes Retirement
Ohio
$994K +$994K +25,219 New
AC
1545
Arjuna Capital
North Carolina
$994K -$818K -20,756 -45%
ACM
1546
Ategra Capital Management
Virginia
$988K -$79.7K -2,024 -7%
CST
1547
Charles Schwab Trust
Nevada
$985K +$31.7K +805 +3%
CFA
1548
CWS Financial Advisors
Michigan
$984K -$58.9K -1,013 -6%
OF
1549
Outfitter Financial
Maine
$982K +$7.53K +191 +0.8%
MA
1550
MONECO Advisors
Connecticut
$982K +$101K +2,575 +12%
60 61
62
63 64