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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 %
NFSG
1601
Newbridge Financial Services Group
Florida
$851K -$73K -1,739 -8%
KIG
1602
Kowal Investment Group
Wisconsin
$850K +$115K +2,729 +16%
AEPWM
1603
Atlantic Edge Private Wealth Management
Florida
$850K +$223K +5,325 +36%
HWP
1604
Highline Wealth Partners
California
$846K -$78.1K -1,861 -8%
MWM
1605
Modera Wealth Management
New Jersey
$844K -$28.4K -676 -3%
MVA
1606
Mount Vernon Associates
Maryland
$842K – – –
JE
1607
JMAC Enterprises
Pennsylvania
$842K -$59.2K -1,410 -7%
NIM
1608
Needham Investment Management
New York
$839K – – –
MFS
1609
Monetta Financial Services
Illinois
$839K +$839K +20,000 New
CASB
1610
Cape Ann Savings Bank
Massachusetts
$838K -$9.65K -230 -1%
CAM
1611
Councilmark Asset Management
Tennessee
$837K +$837K +19,958 New
AC
1612
Avestar Capital
New York
$837K +$248K +5,921 +42%
VCM
1613
Virtue Capital Management
Tennessee
$835K -$129K -3,229 -13%
VCS
1614
Vaughan & Co Securities
New Jersey
$833K -$97.3K -2,318 -10%
EFSCE
1615
Enterprise Financial Services Corp (EFSC)
Missouri
$826K -$75.7K -1,803 -8%
SWS
1616
SYSTM Wealth Solutions
Illinois
$826K -$68.4K -1,629 -8%
TSS
1617
Two Sigma Securities
New York
$825K +$67.9K +1,618 +9%
DA
1618
Denali Advisors
California
$822K -$71.3K -1,700 -8%
IPW
1619
Inlet Private Wealth
Florida
$822K -$8.39K -200 -1%
SAM
1620
Secure Asset Management
Michigan
$822K +$5.54K +132 +0.7%
MFG
1621
Midwest Financial Group
Kansas
$821K +$4.62K +110 +0.6%
CCG
1622
Ceeto Capital Group
Florida
$819K -$126K -3,000 -13%
OWP
1623
Obermeyer Wealth Partners
Colorado
$819K -$13.3K -318 -2%
SFA
1624
Souders Financial Advisors
Ohio
$816K -$21.1K -502 -3%
HIP
1625
HUB Investment Partners
Texas
$813K +$17K +404 +2%
63 64
65
66 67