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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 %
JWM
1576
JGP Wealth Management
Oregon
$886K +$528K +12,594 +148%
DLA
1577
Douglas Lane & Associates
New York
$886K -$22.7K -542 -3%
V
1578
VeraBank
Texas
$885K -$76.4K -1,821 -8%
PWS
1579
Peterson Wealth Services
Utah
$884K -$158K -3,760 -15%
CWM
1580
Chesapeake Wealth Management
Virginia
$882K -$80K -1,906 -8%
CAGAS
1581
Capital Advisory Group Advisory Services
Minnesota
$881K +$400K +9,544 +83%
SDH
1582
Sloy Dahl & Holst
Washington
$880K +$15.7K +375 +2%
BIG
1583
Boothe Investment Group
Delaware
$877K +$104K +2,488 +14%
HNB
1584
Hilltop National Bank
Wyoming
$876K +$876K +20,874 New
VH
1585
Visionary Horizons
Tennessee
$874K -$11.7K -295 -1%
EI
1586
Ellevest Inc
New York
$871K -$35K -834 -4%
PL
1587
Plancorp LLC
Missouri
$870K +$126K +3,005 +17%
ICG
1588
InterOcean Capital Group
Tennessee
$869K +$98.4K +2,345 +13%
PIA
1589
Perennial Investment Advisors
California
$869K +$21.1K +504 +2%
BCM
1590
Birmingham Capital Management
Alabama
$869K -$127K -3,022 -13%
PCM
1591
Poehling Capital Management
Wisconsin
$868K +$4.41K +105 +0.5%
EFM
1592
Eley Financial Management
Vermont
$868K +$2.77K +66 +0.3%
TWD
1593
True Wealth Design
Ohio
$867K -$8.14K -194 -0.9%
TWM
1594
Thrive Wealth Management
Pennsylvania
$866K -$10.1K -240 -1%
FFN
1595
Focus Financial Network
Minnesota
$861K -$2.01M -50,126 -70%
LAM
1596
Lewis Asset Management
California
$861K +$15.7K +373 +2%
BCM
1597
Bayesian Capital Management
New York
$860K +$860K +20,500 New
RBFC
1598
Roman Butler Fullerton & Co
Missouri
$857K -$36.9K -957 -4%
MWM
1599
Massachusetts Wealth Management
Massachusetts
$855K – – –
MWS
1600
Maxwell Wealth Strategies
California
$852K +$852K +21,119 New
62 63
64
65 66